What is Formulr?

Formulr is an intelligent form creation platform designed to digitalize and automate your information collection processes.

Who is it for?

Formulr is designed for businesses that need to:

• Collect information from clients, partners, or collaborators
• Validate documents with a verification workflow
• Generate contracts or personalized documents
• Obtain legal electronic signatures
• Automate reminders and notifications

Use Cases

🏦 Banking & Insurance

Client onboarding, supporting document collection, contract subscription.

🏢 Real Estate

Tenant files, inventory of fixtures, property management mandates.

📊 Accounting Firms

Tax document collection, engagement letters, client questionnaires.

🎓 Schools & Training

Registrations, admission files, internship agreement tracking.

Key Concepts

Campaigns

A campaign is a form that you create and share. It contains:

• Steps to organize the user journey
• Sections to group fields
• Modules (input fields, file uploads, signatures...)

Responses

Each time a user completes your campaign, a response is created. You can:

• Track progress in real-time
• Validate or reject information
• Generate documents
• Export data

Document Templates

Create PDF templates with Liquid syntax to automatically generate personalized documents (contracts, summaries, certificates...).

Next Steps

🚀 Ready to get started?

Follow our quick start guide to create your first campaign in minutes.

➡️ Quick Start