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Professional Client Onboarding Checklist with Teal Section Headers and Phase Tracking
A4 client onboarding checklist for agencies and consultancies — teal phase headers, client info grid, task rows with checkboxes, notes section, and dual signature lines.
Template Info
| Type | Dimensions | Supported Templates | Supported Types |
|---|---|---|---|
| Studio Template | 1200x630 | png jpg webp pdf | base64 url binary |
Integrations
Automate this template using integrations
Backend Usage
You can generate Professional Client Onboarding Checklist with Teal Section Headers and Phase Tracking renders using Rest API
await fetch("https://api.orshot.com/v1/studio/render", {
method: "POST",
headers: {
"Content-Type": "application/json",
Authorization: "Bearer <ORSHOT_API_KEY>",
},
body: JSON.stringify({
"templateId": 930,
"response": {
"format": "png",
"type": "base64"
"scale": 1
},
"modifications": {
"<YOUR_DYNAMIC_PARAMETERS>"
}
}),
});
