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Clustdoc form basics
Updated over a month ago

Online forms allow you to collect the information and data you need from anyone online. Some advanced online forms even allow you to capture payments, signatures, and much more.

Click below to learn how to reproduce the scenarios described in our video:

Option 1: Mapping data from one form to another inside the checklist

Option 2: Marking forms are internal steps that only your team can complete

Option 3: Showing/hiding form steps based on previous captured answers or completed steps

Option 4: Using a form to pre-qualify a contact

Option 5: Using a form content to prepopulate a document to be signed

Option 6: Sending your form's data to your favorite apps

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