Forms

Forms collect information from anyone, whether clients, leads, or team members. Each form has configurable fields, submission settings, and optional

Auto-task creation from forms

When you turn on auto-task creation on a form and map its fields, each submission creates a task with those field values, all without manual setup.

Creating a form

Forms collect information, payments, file uploads, and signatures from anyone, including people outside your workspace.

Form field types

Forms support multiple field types, covering text inputs, selections, file uploads, signatures, and structured contact details.

Form payment collection

Forms can collect payments directly at submission, so respondents pay as part of completing the form.

Form responses

Every submission is collected in the Responses tab, with the full set of submitted values, timestamps, uploaded files, and payment status visible for...

Form sharing and embedding

Every form gets a public URL that anyone can open without logging in to Plutio. The URL is generated when the form is published and stays active until the...

Form submission settings

Submission settings control what happens after your form goes live and how responses are handled. These settings are configured from the form's settings...

Form templates

Any form can be saved as a template, preserving every field, layout setting, welcome page, thank-you page, payment block, and submission setting.

Forms overview

Forms collect information, payments, file uploads, and signatures from anyone, including people outside your workspace.