Designing and Sharing Custom Web Forms
Designing a Web Form is easy with our drag-and-drop form builder. You can customize the fields to collect exactly the information you need. For instance, imagine a quote request form embedded on your website where prospects can submit their details for a quote. You can also design support forms or request forms, making it simple for users to reach out to your agency.
Once a form is created and shared, whether on your website or via a direct link, it becomes part of a larger automated process. Our platform’s automation pipelines are designed to monitor submissions from these forms and trigger actions based on the form’s purpose and the data collected.
Automating Workflows After Form Submission
When a prospect or customer submits a form, the system can automatically trigger a campaign to ensure timely responses. For example, if a prospect submits a public form—such as a quote request embedded on your website—the platform can automatically:
- Create a Prospect Record: The submitted details are used to create a new prospect record in the system, streamlining the process of capturing and managing potential leads.
- Generate a PDF Document: The system automatically generates a document based on the captured data. This could be a quote, acknowledgment, or any other document that the agent needs to send to the prospect.
- Create Tasks or Reminders: A task or reminder is generated for the agent, notifying them to follow up with the prospect. This ensures that agents stay on top of requests and respond promptly.
- Send Automated Email with Attachments: An automatic email can be sent to the prospect, acknowledging receipt of the form and including the generated document as an attachment. This email can also contain promotional information, helping to create a positive impression while providing the requested information.
Advanced Use Cases: Endorsements and Document Generation
Automated data collection isn't limited to prospect inquiries. One powerful use case involves sending Web Forms directly to customers for specific requests, such as an endorsement request. An agent can share a link to the form with a customer, allowing them to provide the necessary information.
As soon as the form is submitted, the system can automatically generate a PDF document with the captured data, ready for the customer’s signature. The customer will then receive another email with a link to the document, where they can e-sign it. All of this happens automatically, reducing manual input and streamlining the process for both the agent and the customer.

Conclusion
Automating data collection with custom Web Forms not only improves efficiency but also enhances customer engagement. By automating tasks like document generation, email responses, and task assignments, your agency can provide faster and more accurate service while also promoting your products and services. Whether it’s for a quote request, a support inquiry, or a customer’s endorsement request, the possibilities for automation are endless, and the process is smooth from start to finish.