Forms Made Easy: Complete Feature Overview

Forms Made Easy — Complete Feature List

Everything the product does, grouped by capability · ✨ AI-POWERED

Form Building & Design

Unlimited Form Creation	Create as many forms as you need, with no predefined limit.
Form Design & Branding	Apply pre-built themes with a single click, add your logo, organize fields into multiple sections, customize the header and footer, and apply custom CSS for full control over colors, fonts, spacing, and layout.
Multi-Page Forms (Pagination)	Divide long forms into multiple pages so they're easier to complete and navigate.

✨ AI-Assisted Building

AI Form Builder	Generate a complete form template using AI, including form fields, field labels, sections, and other form elements based on a plain-language description (requires an active AI subscription).
AI Formula Generator	Generate Salesforce form formulas from a plain-language description using AI, helping calculate values dynamically without manually building complex formulas.
AI Form Rule Generator	Generate conditional form rules from a plain-language description using AI, including rules to show or hide fields and control form behavior based on user input.

Salesforce Data & Logic

Multi-Object Forms (Parent–Child Records)	Capture data for multiple related Salesforce objects in a single submission. Automatically create and link parent and child records, with uploaded files associated with the appropriate child records.
Pre-Filled Forms	Automatically populate form fields with existing Salesforce data before the user begins filling out the form.
Formula Fields & Field Mapping	Create custom formulas to calculate values dynamically and map results directly to Salesforce fields. Formulas can also be generated from a plain-language description using AI.
Conditional Logic (Form Rules)	Configure up to three rules per form to show or hide fields, enforce conditions, or trigger actions based on user input. Rules can also be generated from a plain-language description using AI.
Smart Upsert (Duplicate Prevention)	Update an existing Salesforce record when the submitted value matches one already on file, instead of creating a duplicate. Creates a new record only when no match is found.

Sharing & Distribution

Embeddable Forms	Embed a form on any website.
Multi-link Forms	Generate a shareable link or send a form via email. You can also generate multiple unique links for the same form, restrict a link to single-time use, and set an expiration time (e.g. 10 or 20 minutes) after which the link is no longer valid.

Submission Management

Form Submissions & Data Capture	Receive and process form submissions per form.
Submission Export	Export all submissions or individual submission records for reporting, auditing, data analysis, compliance, and offline record-keeping.
Save & Resume (Draft Expiration)	Save a partially completed form as a draft and continue later. Administrators can define how long a draft remains available before it expires.
Custom Thank-You Page	Personalize the confirmation page shown after a form is successfully submitted.

Security & Payments

Spam & Bot Protection (CAPTCHA)	Protect forms from spam, bots, and automated submissions by requiring CAPTCHA verification before submission.
Payment Collection	Securely collect online payments directly through a form via an integrated payment gateway, with the transaction associated with the submitted form data.