Core concepts
Forms let you collect information from people outside your team. Build a form in the visual editor, publish it to a public URL, and every submission lands in your dashboard. Optionally, attach a document template and each response also produces a finished PDF.
A form is its own thing: it works as a plain form even if you never generate a document. When you want one, any template in your account can turn a submission into an invoice, a certificate or an agreement.
The shape of a form
- Fields: the questions people answer. Short and long text, email, phone, number, dates, dropdowns, ratings, file uploads, and more. See Building a form.
- Logic: show or hide fields based on earlier answers, so people only see what applies to them.
- Design: your colours, logo, and cover image, so the form looks like yours.
- Publishing: a public link anyone can open, or an embed for your own site. See Publishing a form.
- Responses: every submission, in one place, with email notifications and webhooks. See Responses.
- Documents: attach a template to generate a PDF from each response. See Generating documents from a form.
Forms vs. the other ways to generate
A form is one of several ways to produce a document, but it's the only one built for people outside your team:
| You want to | Use |
|---|---|
| Fill in fields yourself and download | The Generate page |
| Produce many documents from a spreadsheet | Bulk generation |
| Collect data from other people | A form |
| Generate from your own code or app | The API |
If your form doesn't generate a document at all, it is still a complete form for collecting responses.
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