Create a new form or external link directly inside a project when you need something specific to that project without saving it as a reusable template. This is useful for one-off questionnaires, sub-agreements, contracts, proposals, or links that you only plan to use once.
Create a new form inside a project
To create a form from scratch within a project, navigate to Projects ➔ select a project ➔ Forms tab. From there, you can use the +Add a form button to start a new form in the form builder.
Go to Projects and select the project.
Click the Forms tab.
Click +Add a form, then select New Form from the dropdown.
In the Select a form type modal, choose one of the following form types using the radio buttons:
Contract
Sub-agreement
Questionnaire
Proposal
PDF
Click Continue to open the form builder.
Build your form in the form builder.
When finished, click Save form to save your changes.
To save and return to the project, click the dropdown arrow next to Save form and select Save and close.
To save a copy as a reusable template, click the dropdown arrow next to Save form and select Save and create template.
The Contract option is only available if the project does not already have a contract. If a contract exists in the project, you won't see Contract as an option. If you need an additional contract-like form, create a sub-agreement instead.
If you think you might reuse this form in the future, consider creating it as a form template instead. You can also use Save and create template in the form builder to save a copy as a template after building the form.
Create an external link inside a project
You can also add an external link to a project so clients can access it from their client portal alongside other project forms.
Go to Projects and select the project.
Click the Forms tab.
Click Create new, then select Link from the dropdown.
In the Link modal, fill in the following fields:
Title — The name that will appear in the client portal when the link is shared.
Link URL — The full URL, starting with
https://.
Click Create link. The link will appear in the project's Forms tab.
The title you enter will appear in the client portal when the link is shared with your client.
Sending a form or external link
Once created, the form or external link appears in the project's Forms tab alongside any other forms added to the project. You can send it to your client the same way you would send any other form. For full instructions, see Send a proposal, questionnaire, or sub-agreement.
FAQ
Can I turn a project-specific form into a template after creating it?
Yes. In the form builder, click the dropdown arrow next to Save form and select Save and create template. This saves a copy of the form as a template in Forms ➔ Form templates while keeping the original form in the project.
Why don't I see the Contract option when creating a new form?
A project can only have one contract. If the project already has a contract, the Contract option appears disabled. If you need an additional contract-like form, create a sub-agreement instead.