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Collaborative forms let multiple people from your customer’s organisation contribute to the same form at the same time. Instead of chasing separate responses from different departments or running multiple back-and-forth email threads, everyone fills in their part in one place — and everyone can see the full picture. This works with both linear and table-style forms. The system tracks who made each contribution and when.

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How to enable collaborative mode

You can turn on collaborative forms in two ways:
  • During form creation — Toggle on the collaborative option when building a new form
  • From form settings — Open an existing form and enable the collaborative toggle in settings

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Why use collaborative forms?

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Multi-stakeholder input without the admin

Gather information from multiple departments or decision-makers without creating separate forms or email threads. Everyone contributes to one shared response.

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Shared understanding

All contributors see the complete form with all inputs — creating alignment on requirements, technical specs, or implementation plans before a single meeting is needed.

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Collaborative data building

Multiple users can add rows to table-style forms, building comprehensive datasets together — ideal for requirements lists, contact directories, or action plans.

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Faster deal cycles

Reduce back-and-forth by letting all parties contribute directly in the room. No chasing, no consolidating separate spreadsheets.

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Common use cases

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Mutual action plan construction

Buyers and sellers jointly define implementation steps, with each party adding their responsibilities and timelines to a shared plan.

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Technical requirements gathering

Multiple customer teams — engineering, security, IT — each contribute their specific needs to a single requirements form.

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Stakeholder alignment

Decision-makers from different departments review and add their input to proposals, with everything captured in one place.