Forms

Forms is the cornerstone of Connect XP, designed to simplify and enhance the way users create, manage, and automate form-based processes. With an intuitive drag-and-drop builder, powerful customization options, and seamless integrations, this module empowers businesses to design dynamic forms that adapt to user input, ensuring efficient data collection and streamlined workflows. From simple surveys to complex, multi-step forms with conditional logic, Forms provides the flexibility to meet diverse business needs while maintaining high security, compliance, and scalability.

Form Creation and Customization

Drag-and-Drop Builder

Intuitive interface to create forms without coding.

Pre-Built Templates

Library of customizable templates for various industries.

AI Form Builder

Instantly generates forms based on user prompts, streamlining creation and minimizing manual effort.

Convert Image / PDF to Form

Automatically transform images or PDFs into fully functional, editable forms.

Conditional Logic

Show or hide fields based on user responses.

Dynamic Field Validations

Instantly validate form inputs based on user responses to ensure accuracy.

Multi-Page Forms

Break down long forms into multiple steps for better user experience.

Custom Branding

Add logos, colors, and themes to match company branding.

50+ Field Types

Wide range of field options, from basic inputs to advanced elements.

Calculation Engine

Perform complex calculations directly within forms.

Advanced Logic Builder

Create intricate form flows based on user input.

Custom CSS and Code

Full design control with custom styling and code embedding.

Advanced Field Options

Rich Text Fields

Text boxes, dropdowns, checkboxes, and radio buttons.

File Uploads

Allow users to upload files directly.

Signature Fields

Capture digital signatures.

Dynamic Fields

Auto-populate fields based on user data or external databases.

Payment Fields

Integrate payment gateways (Stripe, PayPal) for secure transactions.

Widgets

Pre-defined fields to automate and enhance forms like Take Photo, Geolocation, Currency Convertor etc.

Workflow and Automation Integration

Workflow Triggering

Forms can trigger automated workflows upon submission.

Approval Workflows

Route submissions for review and approval.

Task Assignment

Assign form data to team members automatically.

Calculation Engine

Automate calculations and decision-making within workflows.

Response Management and Sharing

Response Management

Track, manage, and organize submissions effectively.

Advanced Form Sharing Options

Embed forms, generate QR codes, create popups, or simply share as chat interface, or share via secure links.

Form Scheduling

Set start and end dates for form availability.

Multilingual Forms

Enable forms to support multiple languages.

Custom Domains

Host forms on branded URLs.

Custom Emails

Send personalized email responses and notifications.

Design PDF

Customize submission PDFs to reflect specific branding and layout needs.

Print Submission as PDF

Directly print user submissions in PDF format.

Export Submission to CSV

Download submissions in CSV for further analysis.

Export Data to any Tool through APIs

Seamless data export using APIs.

User Experience and Accessibility

Responsive Design

Forms adapt to any device (mobile, tablet, desktop).

Save and Resume

Users can save progress and complete forms later.

Auto-Fill and Data Recall

Automatically populate user data from previous submissions.

Custom Fonts

Apply unique typography to match company styles.

Multi-Language Support

Enable forms in different languages.

Security and Compliance

GDPR and HIPAA Compliance

Ensure data privacy and protection.

CAPTCHA and Anti-Spam

Protect against bots and spam submissions.

Encryption

Encrypt data in transit and at rest.

Role-Based Access Control

Control who can create, edit, and view forms.

SSO Enabled

Enable Single Sign-On for secure user authentication.

Advanced User Management

Manage users through workspaces and groups.

Analytics and Reporting

Real-Time Analytics

Track form views, completions, and drop-offs.

Conversion Tracking

Analyze submission rates and user behavior.

Custom Reports

Generate reports based on form submissions and data.

Integrations and Deployment

CRM Integration

Sync form data with CRM tools (Salesforce, HubSpot).

Cloud Storage

Store submissions in Google Drive, OneDrive, etc.

Communication Tools

Send form data to Slack, Teams, and email platforms.

Rest API Integration

Connect to third-party tools using APIs.

Embed Options

Embed forms on websites, landing pages, or as pop-ups.

On-Premise or Cloud

Deploy forms on-premise or in the cloud based on business needs.