Once you've created a form template, sending a form over to your client is easy! This article covers sending sub-agreements, questionnaires, and proposals. Contracts and lead captures work a little differently.

In this article

Send a form

Sending forms through projects keeps your communication with your clients organized. The Forms tab is where you'll add, send, and view forms for the project.

  1. Open the project where you would like to send a form.

  2. Go to the Forms tab.

  3. From the Add new form dropdown, select a form template.

  4. In the preview modal that appears, click Add.

  5. Click Send.

  6. In the email composer that appears, you can edit the text in the email, or you can click the bookmark icon in the toolbar to load a different canned email template.

  7. Click Send.

The client will receive an email with a link to access the form. Once the form is submitted, view the client's responses any time by returning to the Forms tab and clicking View on the form.

👋 Here's a tip... you can edit the default email used for sending forms under Templates >> Canned Emails >> Edit Templates >> Send Form.

⚠️ Heads up! If you decide to use a different canned email, just make sure it includes the form link smart field.

Edit a form before sending

Adding a form to a project makes a fresh copy from the master template. This means that you are free to edit and customize the form for a specific client after adding it to their project!

If you need to edit your form before sending, click Edit in the preview modal after adding the form to the project. The changes you make will not affect your master template.

If you already added the form to the project, hover over the form in the Forms tab and click Edit.

When you're finished editing, use the dropdown arrow next to Save and select Save and Close to save your changes and return to the project.


Can I send more than one form in a single email?

Yes! You can add links to additional forms and other templates to the same email when sending manually through a project. Check out this article for more info.

How do I send a form in a workflow?

A workflow can send forms to your client automatically! Check out this article to learn more about sending forms in workflows.

Did this answer your question?