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Getting started Building forms Your website Bookings, payments and signatures Online store Contacts and sales For agencies Sharing, results and your team Secure Inter-Company Workflows Getting started 1:45 All Purpose Forms in under 2 minutes The quick tour: forms, websites, bookings, signatures and payments, an online store, automations, inter-company workflows and jobs, feedback, email security and agency partners. 1:27 Your first 10 minutes From a brand-new account to a live form, a website and your first request. 2:01 Build a form with AI in 2 minutes Describe the form you need and AI drafts every question. Your website 2:03 Your website, built by AI Describe your business and AI writes your page, with your form built in. 0:55 Add pages with AI Services, Pricing or FAQ pages, written to match your site. 1:12 Edit your website Change text, photos and colours, then publish. 1:20 Add pages to your site About Us, Terms and Privacy pages and your site menu. 1:08 Add sections to your website Questions and answers, prices, testimonials and calls to action. 1:07 Write a blog post with AI Describe the post, get a draft, make it yours and publish. 1:02 Use your own domain Connect your domain in Site Builder, add the two records at your domain provider, and check it until it says Live. 1:03 Get found on Google The SEO check and AI suggestions for your page. 1:25 Email security, made simple SPF, DMARC, MTA-STS and BIMI: stay out of spam and stop fake emails in your name. 1:11 An author website with your books Pick the Author site, find your books by name, and every Buy button links to Amazon with your Associates tag. Bookings, payments and signatures 1:40 Online bookings, made simple Clients pick a free time; your Google Calendar stays up to date. 1:47 Book by service Services with their own length and price, time kept free, and who does what. 1:44 Get paid on your forms with Stripe Take card payments as people book or sign up. 0:57 Take payments with Stripe: setup Connect your own Stripe account from Payments, then turn on Payment Processing for a form with its price. 1:13 Connect your team's Google Calendars Google Workspace, set up once: the Admin console steps, then every calendar at your domain works in your booking questions. 1:39 Two-party e-signatures Both people sign, and everyone gets the signed PDF. Online store 2:10 Sell products with a shopping cart Printful products, a cart, discount codes, sales tax and shipping. 1:36 Sell ebooks and digital downloads Amazon buy buttons with your Associates tag, or sell the files yourself with private download links. Contacts and sales 1:17 Contacts, your built-in CRM Everyone who fills in your forms, with their whole history. 1:19 Pipeline, follow-ups and reports Track deals by stage, get reminders, and see what you won. 1:34 Track every request and automate the next steps Status, assigning, notes and automations. 1:14 Customer feedback in every store Staff QR codes on name tags, a one-time coupon for every survey, a till link that marks it used, and stores and staff ranked. 0:54 Live presentations: a lecture for physicians Doctors register for an evening lecture, join in the browser, answer a case question and send questions to the speaker, who sees it all live in the console. 0:47 Live presentations: a consultation with a new client A potential client books a free video consultation with an attorney, fills in an intake card on the call, and accepts a flat-fee quote built from the answers. 1:03 Live presentations: a paid CPR class with quizzes Students register and pay for a live online class, answer a quiz that marks itself and see their score, while the instructor sees the class results live. 0:59 Live presentations: workplace safety training Staff pick a session, join the training, and pass a quiz; the trainer sees every score live, and HR gets each employee's result in the results list and download. 0:52 On-demand presentations: a first-time buyer course A mortgage broker shares one link: buyers watch at their own pace, answer a question card and book a call, she sees who finished and where people stop, and anyone who stops part-way gets a reminder. 1:14 Live presentations: a travel club People sign up for a session, join a live presentation in their browser, answer a question card, and get a quote built from their answers that they accept and pay. Plus a room started on the spot with a link. 1:36 Lead certificates for call centers Register as a lead buyer, claim a lead's FormWitness consent certificate, then open it and watch the visit. For agencies 1:56 Run your web agency Add clients, sell your own website care plans, handle their requests and see your earnings. 1:26 Your Agency Partner kit Your QR code, agency code and business cards, and how new clients sign up from them. 1:04 Become an Approved Agency Partner Apply, get approved, pass the Agency Academy, and your partner kit and verified website badge switch on. Sharing, results and your team 1:27 Share it everywhere Links, QR codes, embedding on your website and kiosk mode. 1:07 Understand your results AI summaries, PDFs, CSV downloads and analytics. 1:13 Connect your other tools Google Sheets, Google Docs, webhooks and email alerts. 1:10 Your brand and your team Your logo, team logins, two-step login and the activity log. Secure Inter-Company Workflows NEW Connect one workflow across two separate organizations, like an intake team and a law firm, a realtor and an inspector, or two departments. Each company keeps its own account, team and data. Cases are handed over automatically, only the answers you choose are passed along, and both sides can follow how the case is going. See how it compares →
1:41 Connect a workflow across two companies Hand cases to a partner business securely, sharing only what you choose. 1:41 New-hire onboarding across HR, IT, payroll and partners One onboarding form tells IT, sends payroll their form and hands the background check to a screening partner. 1:18 Home services: from booking to signed estimate A homeowner books online, the technician gets the job, and the customer signs the estimate from their phone. 1:36 Buying a home, part 1: from offer to accepted The buyer signs the offer, the listing agent at another brokerage gets it, the seller counters and the buyer accepts, each step signed. 1:22 Buying a home, part 2: inspection, title and lender The inspector books, reports and signs on site, and the report reaches the buyer, the title company and the lender at once. 1:23 Buying a car: dealership, lender and customer A test drive booked online, the trade-in appraised, credit sent to the lender and back, and the buyer's order signed. 1:26 Renting out an apartment: application to keys The rental application, screening by a separate company, the lease signed on a phone and the move-in inspection with photos. 1:17 A change order: homeowner, builder and electrician A change requested with a photo, priced by the electrician in their own account, then approved and signed by the homeowner. 1:15 Booking an event venue: venue, caterer and sound An enquiry on the venue's website, a proposal signed on a phone, and the caterer and sound company each briefed in their own account. 1:10 Connected jobs: send an inspection, get billed back The agent matches fields once, the inspector works the job and signs it off, the bill comes back on Net 30 terms and goes on her client's bill with a markup. 1:06 Connected jobs, start to finish: test it, track it, take it back A test run before a real customer, Clear test run, the inspector blocking time to work a job, taking back an overdue job, and the inspector sending back one he can't take. 1:04 Reviews and team business cards After a connected job, the agent reviews the inspector in Find a business and he replies; then an agency adds a designer to its partner kit and prints everyone's cards. 1:03 Law firms: bringing in specialist counsel A family law firm sends a tax question to specialist counsel, who records the conflict check and signs the opinion in their own account; it comes back to the file with their bill. 1:04 Accountants: bookkeeper to CPA A bookkeeping firm sends a client's year-end books to a CPA firm, which prepares the return, signs it off and bills back on Net 30. 0:45 Accountants: collecting client documents One link for the client: a document checklist, uploads and a signed engagement letter, all on one submission. 0:48 Accountants: bringing in a valuation A CPA firm sends a business to a valuation specialist, who signs the report in their own account and bills back. 0:48 Accountants: a letter for the lender A lender requests an income verification letter from the borrower's CPA, who sends it back signed with a small fee. 0:56 Set up an inter-company workflow Invite a partner business, they accept, you choose the forms and match fields once, then send a test run as a job marked TEST.
