Forms

Approvals and sign-offs. On record.

Send clients, builders and consultants a form instead of an email chain. Questions, photo uploads and tick-to-agree terms — answered once, locked, and kept with the project.

Free forever on the Free plan. No credit card required.

Templates

Build a form once. Send it on every project.

Create templates for the questions you ask on every job — client briefs, finish selections, pre-start checklists. Mix written answers, single and multiple choice, photo uploads and agreement questions. Send a copy to anyone on the project in a couple of clicks.

Form template builder with question types

Terms

Tick-to-agree terms, attached to the form.

Attach your terms as a PDF and add an agreement question. The recipient reads the exact copy that was sent with their form, ticks to agree, and submits. You keep a record of what was agreed, by whom, and when.

Recipient ticking to accept the conditions of engagement

Leads

Send forms before the job is won.

Forms work on Leads as well as projects. Invite a prospective client and send them your brief questionnaire or fee terms straight away — everything carries over when the lead becomes a project.

Client engagement form template for new clients

At a glance

Everything you need. Nothing you don't.

Reusable templates

Build your studio's forms once and send them on any project or lead.

Photo uploads

Ask for photos of the site, a product or a finish, uploaded straight from a phone.

Tick-to-agree terms

Attach a terms PDF and record agreement as part of the response.

Locked on submit

Responses cannot be edited once submitted — a reliable record for everyone.

Email notifications

Recipients are emailed when a form arrives, and you are told when it is answered.

Free to respond

Clients and consultants answer as free Viewers. No paid seat needed.

Stop chasing answers by email.

Send your first form in minutes. Your clients answer for free.

Get Started Free

Free forever on the Free plan. No credit card required.