Cleaner Forms, Surveys, and Quizzes

Your CRM’s forms, surveys, and quizzes now come with a cleaner, more polished design by default. That means less time adjusting styling and more confidence that the pages your customers see look professional, easy to follow, and ready to use.

📌 Why This Matters

When a customer fills out a form, requests a quote, uploads a file, or completes a survey, the experience should feel simple and trustworthy. A cleaner layout, clearer fields, and more consistent design can help reduce confusion and make it easier for people to complete the action you want them to take. For small business owners, that can mean more completed forms, better customer information, and fewer drop-offs.

✨ What’s New

  • Cleaner default design: Forms, surveys, and quizzes now use updated fonts, spacing, rounded corners, and a more polished overall layout.
  • Better-looking fields: Inputs like checkboxes, radio buttons, money fields, and other form elements now look more consistent and easier to understand.
  • Clearer empty states: If content is removed, blank areas are replaced with clearer placeholders so the builder is easier to work with.
  • Improved file uploads: File upload fields can now show supported file types, size limits, better icons, and custom header text.
  • Payment section updates: Payment areas have a cleaner appearance, customizable header text, clearer empty states, and a direct option to add a product.
  • Date and signature improvements: Date placeholders adjust automatically based on the selected format, and signature fields support custom placeholder text.
  • More consistent styling: Images, labels, placeholders, footer colors, and chips now better match the overall theme.

🛠️ How to Use It

  1. Step 1: Open your form, survey, or quiz inside the CRM and either create a new one or edit an existing one.
  2. Step 2: Review the updated default theme and check key fields like file upload, payment, date, signature, checkboxes, and radio buttons.
  3. Step 3: Customize header text and field details where needed so the experience matches your business and is easy for customers to understand.
  4. Step 4: Preview the form before publishing to make sure it looks clean, professional, and simple to complete on any device.

💡 Pro Tip

If your quote requests, lead forms, or intake forms are easier to complete, you’re more likely to capture more customer details and turn more visits into real sales conversations.

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