What it's for · Forms for agencies and freelancers
Forms for agencies and freelancers.
Client intake that asks everything the first call would, a booking or order form that takes the deposit, and forms in the client's colours and fonts with nothing of ours on them.
What you'd use it for
- Client intake and project briefs.
- Quotes, bookings and orders with a deposit paid on the form.
- Feedback and testimonials at the end of a job.
- Forms you build and run for clients.
Templates that fit
- Contact form
Name, email, what it's about, message.
- Booking request
Service, preferred date and time, you confirm.
- Order form
Quantities per item, a running total, delivery address if needed.
- Customer feedback
A rating, what went well, what to improve.
- Testimonial request
Three guiding questions, a rating, permission to publish.
- Newsletter sign-up
Name, email, interests, a clear consent.
The parts that matter here
- The client's look, not ours
Colours, fonts, cover, logo, a full-page background, and no badge on Pro.
- Payments on the form
A deposit or the full fee on Stripe Checkout into your own account, the response marked paid. Pro.
- A workspace for the team
Up to five people on Pro; one own domain per workspace.
- Draft it in a sentence
A brief becomes a form in seconds; change it in words when the client changes their mind.
- Into the tools you run
Slack, a Google Sheet, Zapier or Make to the CRM and the project tool.
- Never counted
Forms and responses are unlimited on every plan, so a busy client costs the same as a quiet one.
Also: marketing teams · research and surveys · HR and recruiting · courses and training · orders and bookings · clubs · schools · events · small businesses · community groups and charities.
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