Creating and online form allows you to collect along with recipients documents, a lot of information as part of their client application.

Today a form can have:
A text field, a paragraph field, a date field and a dropdown. (More to come)

⚠️ A form is always in a Clust portal, so you can't embed just a form on your website. You'll need to embed the secure portal.

Go to Resources>Forms and follow the tutorial below. 

Why you can't add a form field directly into a list?

The Clust checklist is gathering blocks of things you require:  a form, a payment, a signature, a tasks etc..
Each block has it's own card, so that no matter how complex is your checklist, your recipients can skim through it easily, understand what's required in less than 5 seconds and convert faster without feeling overwhelmed. 

A/B testing has shown that if we added the content of a form or the description of a task, or a payment details process or even the contract to be signed directly into the checklist:

  • the chances for your recipients to convert will decrease significantly by up to 36%.


Importing a form into a template


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