Documentation/Product

Forms

A form builder with typed fields, conditional logic, and autosave. From “tell us about your stack” to a signed KYC form.

Field types

Text — single-line, multi-line, with regex validation.
Number — integer, decimal, with min/max and a step.
Date & time — date, time, datetime, range.
Choice — radio, checkbox, single-select, multi-select.
File — up to 100 MB, MIME whitelist, virus scanning.
Signature — drawn or typed name, with IP and timestamp.
Hidden fields — filled in automatically from context.

Conditional logic

Any field can be shown or hidden based on a condition: if field A == "yes" → show B. Conditions can be compound (AND/OR) and depend on multiple fields.

"Customer type" field → Enterprise
  "ARR" field (visible)
  "Legal entity" field (visible)

"Customer type" field → SMB
  "ARR" field (hidden)
  "Legal entity" field (hidden)

Autosave and versions

Every 3 seconds, the form automatically saves a draft. A customer can leave and come back — the data is still there. After submission a version is created; every edit after that is recorded as a new version for audit purposes.

Tip

Turn on required = true only for fields you genuinely can't move forward without. Too many required fields and customers abandon the form.

Mapping answers to a project

Every form field can be mapped to a project or task attribute. On submit, answers flow into the project automatically — no copy-pasting.

Submit triggers

When a customer submits a form, you can trigger an automation: create tasks, notify a manager, update a milestone's status. More in the automations guide.

Export

Responses are available via the REST API, as a CSV export, and through the form.submitted webhook.