Quick Actions & Form Examples
Jumpstart your form creation or manage existing client forms.
New Client Intake Form
Quickly onboard new clients with a comprehensive intake form.
New Client Intake FormKey Features for Online Forms
Everything you need to create, distribute, and manage online forms efficiently.
Custom Form Builder
Create professional and custom online forms with an intuitive drag-and-drop interface. No coding required.
- Drag-and-drop interface
- Variety of field types (text, number, date, etc.)
- Conditional logic and branching
- Custom branding and themes
Secure Client Access
Easily share forms with your clients and manage their access. Ensure data privacy and security.
- Unique public URLs for each form
- Password protection and access control
- Email notifications for submissions
- Embed forms on your website
Submission Management & Analytics
Track form submissions, analyze data, and gain insights with built-in reporting tools.
- Real-time submission tracking
- Export data to CSV/Excel
- Basic analytics and charts
- Integrations with other tools
This feature may have different availability based on your subscription plan.
Some functionality shown here might be in active development and not yet available in the current version.
Check our pricing page or contact support for more information about feature availability.