Templates serve as the foundation for all forms, allowing you to design and customise the structure before sending out forms to collect data.
Template Sections
Section your template to break up long forms and group similar items together. Make it easy for respondents to navigate a form linearly or to jump around with sections.
File Uploads
Allow respondents to upload various file types, limit which types and how many to capture the files you need.
Collect Signatures
Adding a Signature Form Control to your template will allow you to capture respondant's signatures, written or typed. Useful for project signoff and disclaimers.
Pinterest Boards
Let respondents answer a question with a Pinterest Board, allow respondents to share their inspiration or mood boards easily.
Add Form Control Questions
Lets you add forms to your templates for data collection. Forms can be customised to gather specific information. From simple text inputs to specialised file uploads, you are sure to find what you need.
Add Image Grids
Show off text and images to help provide context or just break up longer forms. Useful for providing inspiration to respondants.
Add Banners
Add decorative banners that instruct respondants or help provide further context.
Preview Template
While customising your template, see how the form request will look and test if it will work as expected before sending to anyone. See what templates will look like on mobile, tablet and desktop.
Customise Templates
Customise template to fit your exact needs, ensure your templates are always up to date.
Create Templates
Enables you to create new templates from scratch. You can design templates according to your specific requirements.
Version Control
Allows you to manage different versions of your templates. This ensures that you can revert to previous versions if needed.
Manage Templates
Provides an overview of all your templates and their statuses. It helps you keep track of your template activities and updates.
Send Requests
Form Management
Send your templates as form requests and have clients, employees and other stakeholders fill them in.
Export Forms
Export form responses as a PDF, get all the attachements and answers for your records or to send to other stakeholders.
Help Respondents
Help respondents complete forms, and adjust answers as discussed in meetings and in calls.
Monitor Responses
Curious how far your respondent has gotten? Or want to help them complete their form? Access the instance and see exactly what they see!
Multiple Requests
Send multiple requests at once - have many people who all need to fill out a form from the same template? No need to send the requests individually, select your template once, enter all your respondant's details and watch the magic happen.
Send Requests
Using published templates, send requests for respondents to complete a form. Respondents recieve an email that allows them to access the form instance.
Manage Form Requests
A dashboard provides an overview of all your forms and their statuses. It helps you monitor form activities and responses.
Planned Features
Upcoming Enhancements
Look forward to advanced analytics, automated billing, AI insights, and expanded integrations.
