One step at a time
Group your questions into steps. Decide how many belong at each point in the conversation.
Ask the questions
that matter.
Build your forms, organise them into steps and share a link. Responses stay with the client and are available while you prepare their proposal.
Actual app · Fictional studio and project dataEnlarge screenshot
Good proposals
begin with listening.
Ask the questions that matter, make them easy to answer and keep the context for the next step.
Your way of asking
Text, choices, dates, links… Choose the field that makes sense for each answer.
Easy on a phone, too
Your client opens the link and answers without an account. They can move forward and go back.
Screenshots and details from the actual app, using fictional data.
The brief ends.
The context stays.
Responses stay linked to the contact and project. Return to them while preparing the proposal and keep the conversation together.
See how it connects to your clients
From the first hello
to the next step.
One connected workflow. Your own way of working.
A little more
clarity.
Is a brief required?
No. If you already have the context, create a proposal directly from Proposals.
Can I email it from the app?
The sending workflow is prepared. Email requires provider activation and verification before launch; a local test is not proof of real delivery.
Are conditional logic or attachments included?
They are not part of the initial form builder. Use the available fields and collect links as references.
