Custom forms

Create custom forms to capture the information you need. Use formulas, visibility rules, validation rules and a whole host of other things to make your form dynamic.

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Collect the right information…

In Optimy, you create your own forms with the fields that you decide. Start working on the information that you need with the form creator!

Custom forms_Optimy tool screenshot. Grant, Ci and sponsorship management tool

…through one single channel…

In Optimy, the collect of the information happens in one single point. It’s the end of the collection from different and various entries. You create a platform for the applicants in which they can enter with a login and a password. When you need supplementary information, you just add parts to the form. The system displays the information that it kept in the database, so that the applicants have only to fill in the new parts, and it comes directly in the project record!

… and customisable forms!

Everything about the forms is customisable. You can ask exactly what you want by creating yourself the forms. Plus, you can customise the front-end at your image! You can use a custom domain name, choose the colours and customise the platform so that it matches your visual chart. Have a global brand image with this customisable online form builder feature!

The online form builder in a few points:

  • Define the fields that you need to make your choice;
  • Publish it on a platform at your image;
  • When a step is completed, the applicant can come back and access the new part of the form;
  • Individual logins for all applicants to secure the data;
  • The information is directly accessible in your dashboard, enabling you to work easily from it.

Great for

Collecting project proposals by setting up online application forms

Asking for additional information according to your stage in the process

Asking for feedback by creating follow-up surveys

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… or discover the other features