Form Builder

Create custom forms for client intake

Form Details

Set the basic information for your form

Form Title

Description

Assign to Client

Link to Submission

Form Fields

Drag and drop to reorder fields

Company Name*text

Type: Text

Required

Industry*dropdown

Type: Dropdown

Required

Annual Revenue*text

Type: Text

Required

Risk Description*textarea

Type: Textarea

Required

Financial Statementsupload

Type: Upload

Required

Settings

Form Status

Show Progress Bar

Allow Save Progress

Use Conditional Logic

Templates

Start with a pre-built template

Field Mapping

Map fields to standard formats

Map fields to:

Form Preview

This is how your form will appear to clients

Please complete all required fields for your Directors & Officers liability insurance application.

0% Complete0/5 Questions

Company Name *

Industry *

Annual Revenue *

Risk Description *

Financial Statements

Click to upload or drag and drop

PDF, DOCX or XLSX (MAX. 10MB)