RM-09 · Team & ProcessesHigh priority
Only return open questions to customers instead of requesting a complete form again.
NewNot started yet
Scope & Next Steps +
This is intended
- Follow-up with selected fields, note, and processing status
- Change history and separate handling of already signed data
We measure completion by this
- Customers see only the approved additional claim.
- A change does not silently overwrite a previously completed version.
Builds on these projects
RM-10 · Team & ProcessesHigh priority
Assign and process open, pending, and completed tasks within the team more quickly.
ExpansionNot started yet
Scope & Next Steps +
This is intended
- Views, search, filters, responsible persons and follow-up
- Clear separation of form status and internal processing status
We measure completion by this
- Only authorized persons can view and modify assigned data.
- New team statuses do not change the previous sending status.
Builds on these projects
RM-11 · Templates & BuilderHigh priority
Prepare, compare, and consciously publish changes.
ExpansionNot started yet
Scope & Next Steps +
This is intended
- Own drafts and traceable published versions
- Restore as new version with preview of differences
We measure completion by this
- An ongoing process retains its appropriate form version.
- Resetting does not delete any answers or version history.
Builds on these projects
RM-12 · Team & ProcessesHigh priority
Differentiate accesses and responsibilities without granting everyone access to the entire inventory.
NewNot started yet
Scope & Next Steps +
This is intended
- Roles for create, edit, read, and administration
- Local event log without response content and secret links
We measure completion by this
- Permissions are checked server-side for every action.
- Logging and retention are limited and traceable.
RM-13 · Platform & operationHigh priority
Extend existing deletion paths with clear effects and controllable retention.
ExpansionNot started yet
Scope & Next Steps +
This is intended
- Preview affected data and files plus secure confirmation
- Optional retention rules with preview before activation
We measure completion by this
- No automatic deletion without activated rule.
- Jointly referenced files and active processes remain protected.
Builds on these projects
RM-14 · Templates & BuilderHigh priority
Record multiple vehicles, locations, or persons structured within one process.
NewNot started yet
Scope & Next Steps +
This is intended
- Add, remove, and limit field groups
- Conditions, validation and PDF per group instance
We measure completion by this
- Each instance retains stable field assignments when continuing.
- Export and PDF show all instances without mixed values.
Builds on these projects
RM-15 · Templates & BuilderHigh priority
Recurring totals and simple calculations clearly displayed directly in the form.
NewNot started yet
Scope & Next Steps +
This is intended
- Secure print editor with preview and decimal formats
- Server-side recalculation and defined handling of empty values
We measure completion by this
- Manipulated browser results are not accepted without verification.
- Calculation rules, rounding, and PDF results match.
Builds on these projects
RM-17 · AI & DocumentsHigh priority
Summarize completed information clearly, branded, and with appropriate sections.
ExpansionNot started yet
Scope & Next Steps +
This is intended
- Configure sections, page breaks and attachment overview
- Preview with sample data and stable field mappings
We measure completion by this
- Long texts, images, and repeatable groups are not cut off.
- Existing PDF output remains available as compatible standard template.
Builds on these projects
RM-18 · AutomationHigh priority
Completed processes carefully transferred to existing specialist systems.
NewNot started yet
Scope & Next Steps +
This is intended
- Events, field mapping, signing, test data and shipping log
- Limited repetitions and protection against double processing
We measure completion by this
- Only explicitly configured targets and fields are transmitted.
- Private network addresses, secret logs, and uncontrolled retry loops are excluded.
Builds on these projects
RM-19 · AutomationHigh priority
Integrate existing automations without having to program each workflow individually.
NewNot started yet
Scope & Next Steps +
This is intended
- Documented events and importable sample workflows
- Field mapping and understandable error cases
We measure completion by this
- Examples initially use fictitious test data.
- Duplicate events do not lead to duplicate processes in the reference workflow.
Builds on these projects
RM-20 · AutomationFurther expansion
Use contacts and cases purposefully in the existing CRM.
NewNot started yet
Scope & Next Steps +
This is intended
- Select first connector based on demand and interface capability
- Assignment, duplicate check and manual error correction
We measure completion by this
- No blanket sync of the entire customer base.
- Connection errors do not affect form completion.
Builds on these projects
RM-21 · Platform & operationHigh priority
Identify at which steps customers drop out or repeatedly make errors.
NewNot started yet
Scope & Next Steps +
This is intended
- Optional aggregated step, error, and completion counts
- Filter by form version and limited retention
We measure completion by this
- No field values, signatures, or complete links in analysis events.
- Disabled analytics generate no additional events.
Builds on these projects
RM-22 · Customer experienceHigh priority
Operate forms reliably with keyboard, screen reader, and zoom.
ExpansionNot started yet
Scope & Next Steps +
This is intended
- Focus management, error assignment, labels, and upload alternatives
- Test matrix for standard fields and individual sub-processes
We measure completion by this
- A form can be operated without a mouse until completion.
- Automatic checks and manual screen reader tests document the scope.
Builds on these projects
RM-23 · Templates & BuilderHigh priority
Target further recurring workflows beyond insurance brokers.
ExpansionNot started yet
Scope & Next Steps +
This is intended
- Prioritize real estate, services, and organizational practice inquiries
- Professional acceptance, professional days and package assignment per template
We measure completion by this
- Only the actually published library is announced.
- Templates include version status, professional assignment, and tested completion.
Builds on these projects
RM-25 · AI & DocumentsFurther expansion
Voluntary help explains questions more specifically and shows comprehensible suggestions.
ExpansionNot started yet
Scope & Next Steps +
This is intended
- Form-related help texts and preview of suggested changes
- Clearly explain features and data processing before use
We measure completion by this
- Suggestions change answers only after explicit acceptance.
- The form continues to work fully without AI.
Builds on these projects
RM-26 · AI & DocumentsFurther expansion
Review new forms and changes in a structured way before saving.
ExpansionNot started yet
Scope & Next Steps +
This is intended
- Change comparison, schema-capable suggestions, and rollback
- Check report on fields, conditions, and comprehensibility
We measure completion by this
- Existing templates are not replaced without confirmation.
- Invalid field references are caught before publication.
Builds on these projects
RM-33 · AutomationFurther expansion
Adopt known data with controlled rules and avoid unnecessary duplicate entries.
NewNot started yet
Scope & Next Steps +
This is intended
- Signed references instead of personal data in freely shareable URLs
- Field releases, origin, and editable suggestions
We measure completion by this
- Customers of other cases do not gain access via manipulated parameters.
- Prefill does not replace mandatory field validation.
Builds on these projects