Conditional forms
What's in the conditional forms template
Build smart intake forms that show and hide questions based on earlier answers, so clients only see what's relevant to them.
- Drag-and-drop builderDrag-and-drop builder with text, dropdowns, dates, checkboxes, file uploads, and signatures
- Send by link or emailSend forms by shareable link or email; both clients and external companies complete them securely
- Track every submissionTrack submissions in real time — submitted, pending, incomplete — and export completed responses as formatted PDFs
Add your template,
customize it, and publish
Conditional forms installing…3 of 4
Added to your workspace
Each client sees only their own
Questions and conditions set up
Ready to use as is
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Show the budget question only when the client picks Retainer.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
BrandmagesHomeMessagesFilesProposalsContractsInvoicesConditional forms
Step Three: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.
Browse all 30+ templatesStart with the conditional forms template
Start from this template for free and make it yours in minutes. No credit card required.