Valuecase Forms

Collect Data Without the Back-and-Forth

Get all the information you need from customers – project details, technical requirements, compliance docs – in one place. With built-in validation, smart conditional logic, and automatic tracking.

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Powerful form builder

Build easy-to-use forms in seconds

Collect contact details, file uploads, and complex data with table questions. Add descriptions and visual guides to help customers fill forms correctly.

Conditional Logic

Only ask what's relevant

Build dynamic forms that adapt based on prior inputs or external data. Show and hide blocks or insert branching to create a personalized form experience.

DASHBOARD

Track, remind, and export

Track progress in one dashboard. Spot incomplete forms instantly and nudge the right people with automated reminders. When done, export everything with one click on push data automatically to your systems.

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FAQ

Questions you might have

Can customers save progress and return later?
Yes! With Collaborative Forms, customers can fill out sections over time. All progress is automatically saved in their space. Once they're ready, they hit "Complete" to submit. You can also reopen submissions if additional information is needed.
How do I ensure customers provide complete information?
Mark critical fields as required, add input validation (like email format or number ranges), and include helpful descriptions or visual guides. Conditional logic also ensures customers only see relevant questions, reducing confusion and incomplete submissions.
How do I know when a customer has completed their onboarding form?
You'll see completion status in your dashboard sidebar, and you can track which customers have submitted and which haven't. Set up integrations to automatically notify your team or trigger workflows when forms are completed.
Can I collect files like contracts, compliance certificates, or technical documents?
Absolutely. Use File Upload questions to collect any documents you need. All files are stored with the form submission and included when you export responses—keeping everything organized in one place.
Do I get a notification when a form is complete?
Yes, you can notify yourself (or anyone in your team) when a form is complete.

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