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Client Application Form Template

With this customized online registration form, you can register new clients to your business. This client application form requires information such as contact details, employment status and more. Try it free today!

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Client Application Form Template template
Collect E-signatures in your Client Form

Add the digital signature field directly into your client application form to enable you to collect e-signatures from new clients. The digital signature feature allows form respondents to formally validate all the information provided in the client application form. 

This feature is responsive on any device; whether laptop, tablet or smartphone. All received digital signatures are stored as images in your preferred external cloud storage.

Shareable and Embeddable Forms

Formplus allows you to embed your client application form directly to your organization's website as a pop-up or iframe so that respondents can fill it out. To do this, simply copy the form's shortcode and add it to your website's HTML.

We also offer multiple and flexible form sharing options. You can share your client form directly to your social media pages using the social media direct sharing buttons and you can share your form as a QR code so respondents scan to fill.

Multiple Form Fields Option

Collect clients data the way you want with over 30 dynamic form fields available in the form builder. Formplus allows you to drag and drop your preferred form fields into your client application form including table fields, hidden fields and form calculation fields. 

You can include a grid in your client application form or place form fields within a row. You can also perform calculations in your client application form or modify form fields to be hidden or read only depending on your organization's needs. 

Formplus also allows you to collect unlimited file uploads of any size directly in your form using form upload fields. You can rename uploaded files through specific form fields in your form to allow you to easily manage and process received files.

Easy-to-use Drag and Drop Form Builder

Create your client application form in minutes using the dynamic drag-and-drop form builder. This allows you to add form fields to your client form template by simply clicking on your preferred fields or dragging and dropping the form fields in the builder. 

Drag-and-drop is easy to use and does not require any prior programming knowledge.

Collect Client Data with Offline Forms

The offline feature allows new clients to fill and submit forms with poor or no internet access. 

Form responses are automatically synced with our secure servers once the system detects access to the internet so that you can profile clients even without access to the internet. Now, new clients can access your client application form even in remote areas with no internet connection.

Add Teams and Multi Users to your Client Form Template

Add multiple collaborators and team members to a shared account and work with them on data collection and data analysis for your client application form. You can track any changes and suggestions made in your form through an audit trail. 

You can also assign roles and permissions to the users, and give them full or limited access to various forms, folders, and responses. As the form owner, you can track any changes made to your client application form while managing your form processes easily.

Create Customizable Client Application Forms

Get creative with your client application form with our range of form customization features. The Formplus builder's customization features allow you to personalize your form by changing color themes, background images and adding your organization's logo. 

Give new clients a great first impression of your organization by presenting well-tailored client application forms that reflect your brand. You can also modify pre-built form templates, change your form's font or modify styling options in the form builder.

Secured Storage

Formplus offers multiple data storage options for you so that you never lose your client database. You can store your form responses in our secure servers or sync responses to your preferred cloud storage system including Google Drive, OneDrive or Dropbox. 

You can sync your external storage system with your client application form to directly receive, view and save file uploads automatically.

Google Sheets Integration Feature

The Google sheets integration feature allows you to directly sync client application form responses with Google sheets. This feature makes it easy to collaborate on documents and keep your team members up-to-date as the spreadsheet is automatically updated once there is a new response.

Track Respondent Locations with Form

Track the physical locations of your new clients through the form builder's geolocation feature. This feature works with Google Maps Web Services to track the nearest physical location of your form respondents, with the user's consent. 

With this, you would be able to have a fair idea of the predominant locations of your client-base and your organization can work on focusing your goods, services and marketing strategies on these areas. This is very useful for fieldwork and survey forms that need to map the location of each submitted form.

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