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← All featuresCONNECTED FORMS

Generate documents from form answers.

A form collects the details your document needs. Connect each question to the wording, use conditions to skip irrelevant questions, and give different people their own part to complete.

Open the practical guide
A form, connected to your document
AVERY STUDIO

Let’s make
it yours.

A few details to get things growing.

Company nameBloom Creative
What do you need?Project + monthly care
ILLUSTRATIVE CLIENT FORM
Ask once. Use it everywhere.
A WORKED EXAMPLE

Collect project details from the right person.

A service agreement may need information from both your team and the client. Separate forms keep those responsibilities clear.

01

Team form

Service, scope and agreed fee

Your team supplies the project details.

02

Client form

Business name and contact details

The client supplies their own information.

03

Conditional question

Support start date

Shown when ongoing support is selected.

04

Document connection

Client name in the agreement

One answer supplies each connected occurrence.

Illustrative setup. You supply your own wording, questions and rules.

PUT IT INTO PRACTICE

Set up your connected form.

Open a step for the details, or follow the full guide alongside your builder.

Follow the full guide
01Start with the document

List the details that genuinely change between clients. Turn each missing detail into a clear question.

02Write questions people can answer

Use descriptive labels and short help text. Choose a suitable field type and make an answer required only when you need it.

03Group related questions

Use pages for longer forms. Add headings and context so people understand what you need and why. Use conditions for questions that apply to only some answers.

04Test the form and its document

Try realistic answers, including long names and optional fields. Preview the form at a narrow width and check the document those answers produce.

READY FOR A REAL REQUEST?

Check the result
your client will see.

  • Explain unfamiliar terms in help text.
  • Confirm required questions are relevant to each route.
  • Check where every answer appears in the document.
  • Review recipients before sending a real request.
A FEW USEFUL DETAILS

Common questions.

Can my team and client complete different forms?

Yes. Create separate forms for different people or stages and assign recipients during request preparation. Keep dependencies in order so later conditions can use answers already collected.

Does styling a form change the PDF?

No. Form colours, typography, corners and progress display are separate from the document’s printed layout. Preview both experiences.

Does testing a form email the client?

Builder test answers are for checking the form and preview. They do not submit a real client request. Use the cloud workspace when you are ready to prepare and send one.

PLANT THE FIRST SEED

Put your own wording to work.

Start with a document you already use.

Create your free workspace No card needed. A little room to get growing.