Custom Forms

Build forms that actually work the way you need

Drag and drop your way to a polished intake form, client questionnaire, or feedback survey. Add conditional logic so clients only see what is relevant to them - and manage every submission without leaving your dashboard.

Forms built for how agencies actually work

From a simple contact form to a multi-step onboarding questionnaire - built visually, no code required.

Visual form builder

Drag fields onto your form, reorder them, and configure their labels and requirements. Short text, long text, dropdowns, checkboxes, date pickers - every field type you need.

Conditional logic

Show or hide fields based on previous answers. If a client says they have an existing brand, show the brand asset fields. If not, skip them entirely. Cleaner forms, better data.

File upload fields

Let clients attach files directly in the form - logos, reference images, documents, whatever you need from them. Everything arrives in one submission, organized.

Submission management

Every submission is stored and searchable in your dashboard. Review responses, export to CSV, and link submissions to the right client - all in one place.

Email notifications

Get notified the moment a client submits a form. Configure notification recipients so the right person on your team sees it - no more checking for new submissions manually.

Embeddable on external sites

Drop a form onto your agency website, a landing page, or any other site with a simple embed code. Submissions still flow into your dashboard - wherever the form lives.

How it works

Build a form, share it, and manage everything that comes in - here is how it flows.

1

Build your form

Use the visual builder to add fields, configure logic, and set up your notification emails. Preview before you publish.

2

Share the link or embed it

Send clients a direct link, add the form to their portal, or embed it on your website. Clients fill it out from wherever they are.

3

Review submissions

Submissions land in your dashboard. You are notified right away, and everything is stored so you can review it whenever you need it.

Replace your scattered intake process with one clean form

Stop chasing clients for info over email. Build the form once, send the link, and get exactly what you need - organized and ready to act on.