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Introduction

Overview of Pilotis Forms and its key features.

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Written by Support Engineer

Welcome to Pilotis Forms, your go-to solution for creating and managing forms with ease. Pilotis Forms is a web-based SaaS solution designed to streamline the process of form creation, distribution, and management. Whether you're gathering information from clients, conducting surveys, or managing internal workflows, Pilotis Forms provides a robust and user-friendly platform to meet your needs.

Getting Started:

To get started with Pilotis Forms, follow these simple steps:

  1. Sign Up: Create an account and log in to access the Pilotis Forms. Visit the Pilotis website to select your plan and start the process.

  2. Create a New Template: Use the intuitive template builder to create your first template. Customise it with various components and settings. Click here to learn more.

  3. Publish the Template: Once your template is ready, publish it to make it available for sending forms. Click here to learn more.

  4. Send Forms Using the Template: Distribute your form to clients or team members via email or by sending them a direct link. Click here to learn more.

  5. View & Manage Responses: View, track, and manage form responses in real-time directly within the system.

Pilotis Forms is designed to make template and form management effortless and efficient. Explore the various features and capabilities to see how Pilotis Forms can transform your form creation and management processes.

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