Forms

Collect Data
From Anyone, Anywhere

SmartSuite Forms let you collect information from anyone and save it automatically to your reports. Forms can be submitted by anyone, not just SmartSuite members, so they're ideal for logging expenses, collecting RSVPs, creating polls and quizzes, onboarding customers, and many other processes that require external input.

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Easily Build Your Own
Layout With an Intuitive
Drag & Drop Interface.

Simply drag & drop any fields from your table, or display elements—like text, images, videos, and headings—to create clear, customized forms without clutter or labels. You can re-arrange fields on the form, or easily remove one and select different inputs to ensure you're getting all the input you need for a particular process.

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Customize the Forms UI
To Match Your Brand

Add a company logo and select colors that match your branding. You can also adjust border style to give your forms a unique feel. You'll see a preview so that you know exactly what your customers, employees or other business partners will see.

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Adjust the Form Fields
Display Settings

Decide which fields are required and which are not, change the way they are displayed, and optionally add help text or default values to make filling out the form easy and intuitive. Forms allow you to override the "required" properties of individual fields so that you can capture the data you need, then refine it according to the workflow you define in SmartSuite.

Use Form Elements
and Stylize Your Form

You can add static Headings, HTML blocks with formatting features, and divide sections with horizontal lines to break up the content and make it easier to read. You have the ability to adjust your form in ways that make it perfect for your unique process.

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Share Your Form
in Multiple Ways

Share your form with an ease! You can send people a URL to access your form, and optionally protect it with a passcode to ensure only authorized individuals submit responses. You also have the option to embed the form in another Web page to make it accessible from a dashboard, eCommerce site or blog to capture feedback as part of another business process.

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Simplify Forms with Pre-Filled Data

With Pre-Filled Forms, you can pre-populate fields using existing records or set values, eliminating repetitive data entry and speeding up workflows.

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Display Perfectly on
Any Device

SmartSuite Forms are designed for today's users, with a responsive user interface that displays correctly on any device, on any platform. Mobile and tablet users can use native device inputs to enter dates, numbers and email addresses with ease.

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