Home/Features/Intake Forms

Collect what you need before you start

Build custom intake forms with drag-and-drop — 27 field types, multi-page wizards, conditional logic, and automatic project integration.

Form Builder

Drag, drop, and publish

Build professional intake forms without touching code. Drag fields into place, configure validation, set widths, and preview exactly what clients will see — all from a visual editor.

  • Drag-and-drop field reordering
  • Full and half-width field layouts
  • Real-time preview mode
  • Draft → Published → Archived lifecycle
  • Duplicate existing forms as templates
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Drag and drop intake form builder with field configuration panel
Field Types

27 field types across 6 categories

From simple text inputs to advanced repeaters — every question type you could need to onboard a client properly.

  • Text: Short text, textarea, email, phone, URL, number, address, currency
  • Selection: Dropdown, multi-select, checkbox, radio, toggle
  • Date & Time: Date picker, time, datetime
  • Rich: File upload, image upload, rating, signature, color picker, slider
  • Layout: Headings, paragraphs, dividers, hidden fields
  • Advanced: Repeater groups with configurable sub-fields
27 field types available in the intake form builder
Multi-Page

Step wizards for complex onboarding

Break long questionnaires into logical pages. Clients see numbered progress indicators and per-page validation — ensuring nothing gets missed before moving to the next step.

  • Add and organize pages with tab bar
  • Numbered step wizard with progress tracking
  • Per-page required field validation
  • Submit button on the last page only
  • Ideal for Company Info → Scope → Brand → Technical sections
Multi-page intake form with step wizard and progress indicators
Smart Logic

Show fields based on answers

Not every client needs every question. Use conditional visibility to show or hide fields based on previous responses — keeping forms clean and focused.

  • Select a source field, operator, and trigger value
  • Supports equals, not equals, contains, and more
  • Example: Show "Custom Budget" only when "Budget Range" equals "Custom"
  • Reduces form fatigue and improves completion rates
Conditional field visibility configuration panel
Validation

Enforce input quality automatically

Every field supports granular validation rules to ensure you receive clean, usable data from clients — no more back-and-forth asking for missing information.

  • Min/max character length for text fields
  • Regex pattern matching for structured inputs
  • File type and size restrictions for uploads
  • Numeric range limits for sliders and numbers
  • Configurable star count (3-10) for ratings
  • Labels, placeholders, and help text per field
Field validation settings with min/max, pattern, and file type rules
Service Integration

Assign forms to services

Link intake forms to your service catalog. When a client purchases a service, the form appears automatically on the confirmation page — zero manual follow-up needed.

  • One form can serve multiple services
  • Each service links to exactly one form
  • Works with project-based services and digital products
  • 24-hour nudge notification if form isn't submitted
  • Unlinking a form from a service doesn't delete it
Intake form assigned to multiple services in the catalog
27 Field Types
6 Field Categories
0 Follow-Up Emails
100% Automated
After Submission

Responses flow directly into your project

1

Document Created

Responses are formatted into a readable HTML document and pinned to the project automatically.

2

Record Saved

A submission record links the response data to the form, project, and the client who submitted.

3

You're Notified

An in-app notification lands immediately so you can review responses and start work right away.

What Agencies Say

Loved by client-facing teams

★★★★★

"We used to email questionnaires back and forth. Now clients fill out the form right after purchase. We get structured data in the project instantly."

SP
Sarah Park
Partner, Velocity Studio
Who It's For

Built for teams like yours

Agency Owners

Standardize client onboarding across all services with reusable form templates.

Project Managers

Get structured requirements before kickoff — no more digging through email threads.

Dev & Design Teams

Collect assets, brand guidelines, and technical specs with file uploads and rich inputs.

Freelancers

Look professional with branded forms that collect everything upfront.

FAQ

Frequently asked questions

Intake forms let you collect project requirements, preferences, and onboarding information from clients automatically after they purchase a service. Build custom forms with a drag-and-drop builder and assign them to any service in your catalog.

Eidoncore supports 27 field types across 6 categories: text inputs, selection inputs, date and time, rich inputs (file upload, signature, rating, color picker, slider), layout elements, and advanced fields like repeaters.

Yes. Organize longer forms across multiple pages with a step wizard interface, numbered progress indicators, and per-page validation. Ideal for comprehensive onboarding questionnaires.

Intake Forms is a Pro plan feature. On the Free plan, the sidebar item shows a lock badge, and clicking it shows an upgrade prompt.

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Related features

Offerings

Build your service catalog and link intake forms.

Client Portal

Where clients fill forms after purchase.

Projects

Submissions are saved as pinned project docs.

Stop chasing requirements over email

Automate client onboarding with intake forms. 14-day free trial — no credit card required.

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