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Creating Custom Web Forms Templates
Learn how to design fully customizable web forms using the intuitive drag-and-drop builder. This guide will show you how to easily create web form templates tailored to your business needs, allowing you to gather data, capture leads, and streamline client interactions with minimal effort.
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Using System Web Forms Templates
Discover how to quickly implement pre-built web form templates to streamline data collection and client interactions. This guide covers adding system web forms, customization options, and activating forms in your agency’s account.
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Sharing Web Forms Privately or Publicly
Learn how to share web forms either privately with specific customers or publicly via a link or embedded on a website. This guide covers how to manage incoming submissions, automate record creation, and update customer or policy data effortlessly.
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Generating Web Forms
Learn how to generate and share web forms using the templates you’ve designed. This guide covers how to generate web forms, share them, and collect submissions with automated data mapping for records updates or new record creation.
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Custom Forms and CertificatesRead more
Create or Update Records from Web Forms
Learn how to manage web form submissions to automatically create or update customer and policy records. This guide covers how to handle incoming forms, both public and private, and use data mappings for seamless record management.