Collaborative forms

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.