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Documentation Index

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Forms allow you to collect structured information from your customers directly in the Dealroom. You can create custom forms to gather requirements, qualify needs, or capture additional deal data before signature. Forms appear as interactive sections in the Dealroom where customers can fill in fields, upload files, and submit responses. You configure forms in your workspace settings and attach them to quote templates.

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Key features

  • Custom fields: Add text inputs, dropdowns, checkboxes, file uploads, and more
  • Conditional logic: Show or hide fields based on previous answers
  • Template-level: Attach forms to specific templates so they appear automatically
  • Submission tracking: See when customers complete forms and review their responses
  • Pre-filled data: Auto-populate form fields with quote or customer variables
Form responses are stored with the quote and visible to sales reps in the quote detail view.

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How forms work

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Creating a form

Navigate to Settings > Workspace > Forms to create and manage forms.
1

Create a new form

Click [BUTTON LABEL] and enter a form name and optional description. The name appears as the section title in the Dealroom.
2

Add fields

Click [BUTTON LABEL] to add fields. Configure each field’s type, label, placeholder text, and whether it’s required.Supported field types:
  • Short text
  • Long text (multi-line)
  • Number
  • Email
  • Dropdown (single select)
  • Multi-select
  • Date
  • File upload
  • Checkbox
3

Set field rules (optional)

Use conditional logic to show fields only when certain conditions are met. For example, show a [FIELD NAME] field only when the customer selects Enterprise from a plan dropdown.
4

Attach to template

Open the template you want to use this form with. In the [MENU PATH] section, select the form from the dropdown. Multiple forms can be attached to a single template.

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Form responses

When a customer submits a form in the Dealroom, responses are immediately visible to the sales team. View responses in the quote detail page under the [MENU PATH] section. Responses are read-only once submitted, but admins and managers can reset forms to allow customers to edit their answers.
Forms can be marked as required. When required, customers cannot proceed to signature until all required forms are completed.

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Field mapping

Map form responses to customer or quote custom fields to integrate form data with your CRM or reporting tools. When you enable field mapping, responses automatically populate the linked custom field when the form is submitted. This allows you to:
  • Sync data to your CRM via API
  • Use form responses in contract variables
  • Filter and report on form data across quotes

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Common questions

No, responses are locked after submission to maintain data integrity. Admins and managers can reset a form to allow re-submission if needed.
Yes. Forms are captured as part of the quote snapshot when published. Changes to the form template do not affect already-published quotes.
Yes, if you map form fields to custom fields. You can then reference those custom fields in your contract model using variables like {{quote.custom_field_name}}.
File upload fields support common document and image formats. You can configure maximum file size and allowed file types per field.

Templates

Configure templates to include forms automatically

Dealroom

Learn how customers interact with forms in the Dealroom

Custom fields

Create custom fields to store and map form data

Contract models

Use form responses as variables in contracts