Advanced Forms Options
Some more options with forms would be very nice. I'd like to be able to share a link to forms that I can send my contacts so they can fill the form out. I'd also like to be able to print or download forms, both empty ones and submitted ones. There should also be some option to edit or update a form once it's been filled out.
Gordon Davis
shared this idea
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410Energy Solutions commented
Doubling down here. Forms should have the ability to be sent to customers. Its a great way to incorporate a survey or feedback system that can be automated and then lead to a plethora of avenues.
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Shawn Whalen commented
It would be great to be able to forward forms to customers, as well as send forms to customers for them to fill out (surveys). Should be able to use forms in automations as well. Automatically send forms to PM's based off of job type and status, as well as send forms to customers both that we completed (inspection forms) and for them to complete (surveys) this would eliminate the need to integrate other softwares.
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Leighton Ross commented
I feel like im experiencing a glitch in the matrix. I thought being able to edit a form was already a thing. I feel like it should have been a given... and it's been a consumer request since at least August of 2022 on the user group on Facebook
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Beth Medich commented
Be great to fill out a form, that is already attached to customer, that could be shared with the customer.