Invoice 1042Paid$2,400.00
Payments
Branded invoices clients can pay
Forms
Collect client information seamlessly with simple forms
Start for free. No credit card required.
Overview
The Assembly Forms App makes it easy to collect information from clients. Build customizable forms with a range of question types, share them, and review responses — all inside your portal.
Key Benefits
Build forms with question types including short and long answer, single and multi select, file upload, date, email, and phone.
Allow multiple submissions for recurring or ticketing use cases.
Send forms to specific clients or make visible to all clients
Email and in-product notifications
Desktop and mobile compatible
Add it, describe your changes, publish
- 01TemplatesClient project trackerMilestones and progress per engagementInstall
Add the template
It installs as a working app you can use as is.
- 02App builderClient project trackerMargotAdd a Client review stage between In progress and Done.AssemblyUpdated. Client review now sits between In progress and Done.Describe a change
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
- 03portal.brandmages.comBrandmagesMeridian CorpMWebsite redesign3 of 5 milestones doneNext1LaunchIn progress0Client review1Homepage designDone3DiscoverySitemapWireframes
Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Start with the Forms template
Start from this template for free and make it yours in minutes. No credit card required.