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Forms overview
Forms collect information, payments, file uploads, and signatures from anyone, including people outside your workspace. Each form is a standalone, shareable page with its own public URL, so respondents don't need a Plutio account to fill one out.
What forms collect
A single form can mix text inputs, dropdowns, date pickers, file uploads, and signature fields, with a payment block on top. An optional welcome page can be turned on to introduce the form before the first field, and the thank-you page after submission can be customized with its own content or redirect to your own URL.
Payment collection is built in. A payment block with line items can be added to any form, and the respondent pays through Stripe, PayPal, or Square before submitting. Built-in payment turns forms into order forms, booking deposits, or service package selectors without needing a separate checkout.
Common uses
Here are a few examples of what forms handle:
- Client intake questionnaires that collect project details, preferences, and files before work begins.
- Lead capture forms embedded on a website to funnel enquiries into your CRM automatically.
- Order forms with line items and payment collection at submission.
- Feedback surveys with rating scales (via the slider field), open text, and multiple-choice questions.
- Onboarding checklists that gather signed agreements, uploaded documents, and contact details in one step.
- Event registration forms with attendee details and payment for tickets or deposits.
How forms connect to automations
Form submissions connect directly to automations. When a form is submitted, automations can create a task in the right project, add the respondent as a contact in your CRM, trigger a follow-up email sequence, or generate an invoice from the submission data. A single form submission can trigger multiple actions at once, so the entire intake-to-action pipeline runs without manual steps.
