New Client Intake Form Templates

Collect Payments

Order form templates come with payment gateways integrations. Following payment gateways are supported: Stripe, Paypal, and more. It helps bring the customer's shopping experience to the next level. The order forms are responsive and will help create a better mobile web experience for all of your customers. This will allow your customers to enter the information that they need to complete their purchase, and it will also make it easier for you to process the payment.

Integrate online forms with your CRM

This can provide several benefits for your business. Integrating online forms with your CRM can make it easier to track customer interactions and transactions. This can help you to more effectively manage your customer relationships, and it can also help you to identify and capitalize on opportunities for increased sales. Finally, integrating online forms with your CRM can help you to automate many of the tasks associated with customer management. You can save lots of time and effort, and improve the efficiency of your business.

Get notified on form submissions

You will get an email notification every time someone fills out a form you create with one of these templates. This is extremely useful if you don't want to miss a single application.
You will never miss a submission again!

New Client Intake Form FAQ

What questions should I add into this form?

Chances are your gut already answered that for you. Trust your instincts. You should ask everything you need to know about the specific client or project in order for you to appropriately assess whether or not your company is interested. Try not to make the template excessively long, keep it to the point. Both parts will appreciate that. Also, don't ask weird sh*t and be nice!

Is the form customisable?

Hell yeah! That's the whole point. The form wouldn't be half as effective as it is if you couldn't tweak the questions or add some new ones to result in a way more proper fit for your interests. Moreover, almost everything is modifiable: the fonts, the colors, parts of the design... what else do you want from us? This would be an adequate time to quote the farmer guy meme. The thing is, this is honest work, but... it ain't much? Man, it's more than enough!

On a side note, you'd likely find it interesting to know that there is the possibility to not only bring the creative part of your brain to the table but also to synchronize the form responses with your CRM and to include CC payment options in the form itself. Thank us later.

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