Workflow Forms

Forms let you collect data from users and start a workflow when a form is submitted.

Build forms using a visual editor, then use the submitted data throughout your workflow to generate documents, apply logic, send emails, and more.

Designing Forms

Forms are created using a drag-and-drop, visual editor.

You can:

  • Add text, number, date, and choice fields
  • Add table fields to collect multiple rows of data
  • Reorder fields visually
  • Configure labels, helper text, and validation
  • Preview the form as users will see it

No code or technical knowledge is required.

Visual form designer with text, number, date, and choice fields

Using Form Data in Workflows

When a form is submitted, the workflow starts and the submitted fields become available to every step in the workflow.

You can use form data to:

  • Generate documents from templates
  • Apply conditions and calculations
  • Personalize emails
  • Send data to other systems

For example, a form can collect customer and order details, generate an order confirmation document, and email it to the customer automatically.

Example workflow with a form trigger, a set variables step, a document step, and an email step

Styling Forms

Forms are fully customizable: pick a theme, adjust colors and fonts, add your logo and a background image, and remove the TemplateDocs branding - so the form looks like a natural part of your brand.

See Styling & Branding for details.

Sharing and Embedding Forms

Published forms are available at a public URL that anyone can use - no TemplateDocs account needed. You can share the link directly, or embed the form in your own website with a small HTML snippet.

See Sharing & Embedding for details.

Next Steps