Betterform

Open Betterform, pick a template, and launch a working form before lunch. Start with the drag-and-drop builder: add short answers, dropdowns, dates, checkboxes, and enable file uploads when you need receipts, resumes, or screenshots. Turn a long questionnaire into a step-by-step experience with multi-page sections, then use skip logic to show only what matters based on earlier answers. Preview as you go, customize the success message, and flip on email alerts so your team gets notified the moment a response lands. Publish with an embed code on your site or share a direct link—both are mobile-ready and quick to deploy.

For marketing and sales, create a lead capture that routes data where you work. Map fields to your CRM using the Salesforce integration so leads, contacts, and opportunities populate automatically with the right owner and stage. Add scoring or pricing with formula fields to qualify prospects or generate instant quotes. If you collect deposits or fees, enable payments and confirm on submission. Convert each entry to a polished PDF for records, and send attachments to a connected Google Drive folder for easy access. With alerts on, your reps can reply fast while details are still fresh.

For support and operations, build an intake that collects the full story in one pass. Require screenshots or logs with the upload field, hide irrelevant questions with conditional paths, and add a priority selector so urgent items rise to the top. Auto-email submissions to a shared support inbox and push files to a Drive workspace where your team collaborates. Need a paper trail? Include PDF conversion so every ticket becomes a locked version you can archive or share. Drop the form link into emails, help articles, or an internal portal so it’s always one click away.

Handling sensitive information? Switch to a HIPAA-compliant setup for healthcare intake, consent, or referral workflows. Keep protected health information in approved fields, gate advanced questions with skip logic, and capture insurance cards securely via uploads. Convert completed packets to PDFs for patient files, and share forms by link on tablets at check-in or through secure messages. For community events or classes, add a registration form with tiered pricing, compute totals with formulas, take payment, and send confirmations instantly—no custom code required.