SmartForms Project Intake

Tell us how your SmartForms should work. This questionnaire collects the general requirements we need to plan your SmartForms project.

Your company

Tell us who we are working with.

Contact name*

Email*

Company name*

SmartForms plan

Which SmartForms plan are you planning to use?*

Your brand

Your forms and documents will use this identity.

Company logo

PNG, JPG or PDF. One file, up to 5 MB. Optional.

Primary color

Your main brand color. Usually used for important buttons, headings and key visual elements.

Secondary color

A supporting brand color used with your primary color for sections, highlights and secondary elements.

Accent color

An optional highlight color used for smaller details, emphasis or selected elements.

We do not have final brand assets or colors yet. Duxni Tech may use our website branding and colors as a visual reference.

General SmartForms requirements

These answers apply to your project as a whole.

Who may complete your SmartForms?

Where may your SmartForms be used?

Which languages may your SmartForms need?

Will any SmartForm need questions or sections to change based on previous answers?

For example, selecting “Business” could display additional company questions.

Will any SmartForm need an “Add another” option?

For example, one submission may include multiple employees, vehicles, drivers, products, locations, dependents, or services. Each added item would use the same set of questions.

Will any SmartForm need users to upload files, documents or images?

Will any SmartForm collect sensitive or regulated information?

Will you need SmartForms to generate documents or data files now or in the future?

Will any SmartForm require the person completing it to electronically certify or acknowledge their information?

Will any SmartForm require acceptance of terms, privacy notices or consent statements?

Approximately how many SmartForms submissions do you expect per month?

An estimate is enough.

Form 1

List the SmartForms you currently expect to need. We will define the detailed requirements for each form separately.

Form name*

Preferred form URL name*

https://forms.smartforms.tech/your-workspace/

We format this automatically from whatever you type.

What should this form do?*

Describe the outcome in your own words. Technical terminology is not required.

How will this SmartForm be completed predominantly?*

Do you have forms, PDFs, spreadsheets, questionnaires or other documents we should use as references for this form?*

Anything else?

Additional project notes

Please include anything important about your SmartForms project that was not covered above.

SmartForms by Duxni Tech

Platform 1.0.100 · Form v12 · Config r2