Form templates

Collect information and kick off workflows with ready-to-use forms

Budget & Project Funding Request Form

Budget & Project Funding Request Form Streamline your project funding requests with this structured 10-minute form desi...

7 steps 11 fields

Financial Services Startup requests funding

Commercial Insurance Quote Request Form

Type: Form Steps: 6 Form Fields: 14 Time to Complete: 10-15 minutes Streamlined quote request process for commercial in...

6 steps 14 fields

Insurance Quotation

Customer Product Feedback Survey Form

Estimated Time: 5 minutes Difficulty: Easy Team Size: 1 (Customer or Product Team) Collect actionable customer insights...

5 steps 10 fields 2 automations

Sales Survey

Customer Product Registration & Warranty Activation

Estimated Time: 5-10 minutes Difficulty: Easy Team Size: 1 (Customer Service Rep) Register customer products and activa...

5 steps 9 fields

Retail Registration

Customer Refund Request & Authorization Form

Estimated Time: 3-5 minutes to submit Difficulty: Easy Team Size: 2-3 (CSR, finance, manager) Streamline customer refun...

6 steps 8 fields 1 automations

Accounting Refund

Employee Vacation & Leave Request Form

Estimated Time: 2-3 minutes Best For: All employees requesting time off Approval: Routes to direct manager automatically...

1 steps 11 fields 1 automations

Human Resources requests

HR Job Requisition & Position Request Form

Estimated Time: 10-15 minutes Difficulty: Easy Team Size: 1-3 (Hiring Manager, HR, Finance) Streamline your hiring proc...

5 steps 14 fields 1 automations

Human Resources HR

Internal IT/CRM Support Request Form

Estimated Time: 2-3 minutes to submit Difficulty: Easy Team Size: 1 requester + IT helpdesk team Standardized IT suppor...

5 steps 10 fields

Startup CRM

Real Estate Home Buyer Client Intake Checklist

Real Estate Home Buyer Client Intake Checklist Streamline your buyer intake process in 10-15 minutes. This checklist he...

9 steps 15 fields 4 automations

Real Estate Information

Vendor Request for Quotation (RFQ) Form

Estimated Time: 5-10 minutes to complete form Best For: Procurement teams, purchasing managers, project managers Workflo...

5 steps 10 fields

Sales requests Quotation

Web Design Project Client Intake Form

Estimated Time: 15-20 minutes Difficulty: Easy Team Size: 1 (client completes solo) A comprehensive client intake form ...

5 steps 2 fields

Marketing Questionnaire

Accounts Payable Invoice Request Form

Accounts Payable Invoice Request Form Streamline your vendor invoice submission and approval process with this structur...

5 steps 6 fields

Other Invoice

Change Request Form

Want to change something in production? Fill this out first. No rollback plan, no change approval. Period. This is how w...

3 steps 9 fields 2 automations

Information Technology

Creative Request Form

Creative teams drown in vague requests. No more 'can you just design something cool?' This form forces requesters to thi...

3 steps 9 fields 2 automations

Marketing

Project Change Request Form

Scope creep kills projects. This form makes sure every change is documented, justified, and approved before anyone start...

2 steps 9 fields 1 automations

Information Technology

Security Incident Report

Something went wrong. Malware, phishing, unauthorized access - whatever it is, get it documented fast. This form capture...

1 steps 8 fields

Security/Investigations

Software Change Request Form

Before pushing anything to production, document what you are changing and why. CAB needs this, and so does the person on...

2 steps 9 fields 1 automations

Information Technology

Travel Request Form

Business travel approvals without the email chains. Submit, get approved, book your trip. Finance sees costs upfront, ma...

2 steps 8 fields 1 automations

Finance Human Resources

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