Webforms and PDFs
Try these previews and experience self-service workflows that eliminate rekeying. Users click links, fill out Webforms, and receive emails with PDF or MS Word documents attached. The user responses are then available for your teams to work with from the Workspace. When needed, you can configure integrations to send data and documents to other systems. You can use these forms, edit these forms and documents or Configure New Applications specific to your needs.
  • Select Preview document to view the PDF template.
  • Select Test form for an interactive end user experience.
  • Select Get form to use the online ready Applications.
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All Applications

Details and Instructions
  • Select the image to expand and preview the form's appearance.
  • Select Preview document to open tab and display the PDF template that generates for that form.
  • Select Test form for the live and interactive end user experience.
    • - Enter email address, first name, last name and then select "Get code".
    • - Open email, copy and enter passcode, and select "Submit".
    • - Fill the webform and receive a self-serve document.
  • Select Get form imports the Application for use from your Workspace.
    • - Selecting this button opens a new browser tab to the Application's site.
    • - If you have not previously registered, select "Sign up" in the middle of the dialog. Otherwise, just login and skip the next bullets.
    • - Either enter a username and password or select login with Google, Linked or Microsoft 365.
    • - An access code will be sent to your email address. Open email, copy and enter passcode, accept terms and select "Validate".
    • - Select "Import" from the dialog and the Category and Application will display in the left panel of the Workspace: when finished importing.
    • To use the links, see Publish Links, Campaign Links, Record Links and Use Links Directly from Workspace

Small Business Credit

Apply for business credit by supplying business and personal details, credit request, payment terms, personal guarantee, and confidentiality for credit evaluation.

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Solar Power Consultation

The Solar Power Consultation form collects home ownership status, existing solar system info, roof age, monthly electric bill, consultation date and time, and contact details.

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SPA Consent

Allow clients to experience your spa's wellness treatments and offer personalized care and holistic benefits. Gather client data and confirm confidentiality, with informed consent for tailored, effective therapies.

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Specialist Appointment

Make a specialist appointment for multiple medical departments including Allergic diseases, Cardiology, Dermatology, Pediatrics and Radiology. Allows you to provide patient information and select date and time.

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Sports Coach Application

Allow coaches to apply for open positions for various sports and provide their experience, certifications and licenses along with their personal contact information and references.

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Supplier Contact

Organize your Supplier Contacts and all relevant purchasing details. This form gathers their address, product type, lead time, minimum order, and freight terms.

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Tarot Card Reading

Get a Tarot card appointment for your personal reading on love, money, family, career and more. Submit with your address and contact details.

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Trade Association Membership

Acquire new Trade Association Members and gather important data related to applicant about industry, reasons for joining, and type of membership interest.

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Travel Agency Booking Form

The Travel Agency Booking form simplifies prospective traveler's plans for an ideal vacation. The form includes preferred destinations, travel dates, and desired experiences—be it a beach escape, adventurous trek, or cultural immersion. Obtain accommodation, transportation, and preferred activities for a customized itinerary.

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Tutor Appointment

Arrange for your student's tutoring to assist with educational support in all grades and courses including math, science, literature and history.

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Vaccine Consent

The Vaccine Consent form outlines the vaccine, its benefits, potential side effects, and patient agreement, ensuring informed decision-making and medical history disclosure before vaccination.

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Vendor Registration

Collect vendor, contact, business details, and product/service info for your event. Form provides setup responsibility details and payment and refund requirements.

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