Sometimes you need to gather information from a client, such as their name, address, specific product or service requests, etc. when they are reviewing and signing your proposal.

Offering a feature to allow to you create form fields like text inputs, text areas, check boxes and radio buttons is on our product roadmap, but for now here's a workaround:

Using a third-party form product, such as Typeform, Wufoo or Survey Monkey, you can create a form and define the fields you want to collect.

For this example I'm going to use a form I made in Typeform, which is a customer feedback form based on one of their template. Here's what it looks like when you view the form link in Typeform:

Let's say I want a client who views my proposal to fill this form out. All I need to do is create a link to this form. Here's how to do it:

First, get the link to the form. In Typekit, you click on Share, and then copy the URL.

Next, go into Proposify, create a piece of text you want to add the link to, highlight it and click on the link button in the toolbar.

Now that the link has been added, visit the proposal preview. A client can now click the link to view and fill in your form!

We plan to offer forms natively in Proposify one day, but hopefully this workaround will solve the problem for you in the meantime!

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