Forms

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. The document step is what sets Automette apart from a standalone form builder: the same templates that power the rest of 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.

Getting started

1. Go to Forms in the sidebar and click New form — start blank, from a form template, or by describing what you want to the AI.
2. Add and arrange fields in the Build tab.
3. Set what happens after submit, notifications, and limits in Settings.
4. Click Publish and share the link.

Responses start arriving in the form's Responses tab as soon as it's live.

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:

If your form doesn't generate a document at all, that's fine — it's still a complete form for collecting responses.

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