What it does
Each client gets its own workspace with its own forms, logos, link and plan, and you switch between them from the top bar.
Onboarding and brief templates split into short pages, with uploads for assets. Add a rule so returning clients skip what you already know.
On Pro, calculations turn answers into an estimate, AI replies send a first response from your price list, and payments take a deposit.
The forms you’ll run
Every templatePick one and fill it in. These are the real templates, ready to use.
Let's start your project
Eleven questions, four short pages. It takes about four minutes.
11 questions · 4 pagesClient onboarding
Everything you need from a new client before the work starts, in one form they can finish over a coffee.
- 1 Questions
- 2 The project
- 3 Practicalities
- 4 Sign-off
Goes well with
In the help centre
- 1 min readCompanies and switching between themSeparate workspaces, each with its own forms, members and plan. Make as many as you like.
- 1 min readMembers of a companyPeople who work on every form in a company, as Admin, Editor or Viewer.
- 1 min readUse your own domainPut your forms on forms.yourcompany.com.
Questions
Can clients see each other's forms?
No. Each company is separate, with its own members and forms.
Can I put a client's logo on the form?
Yes, on any plan, and two logos side by side for joint work.
Other teams
Try it on your next form.
Free to start, with unlimited forms, responses and members. See what each plan includes on the pricing page.