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Create a form

The two-step wizard: title and questions, then page template.

What it is for

Build a questionnaire to send to your clients, for which Formtool generates the fillable PDF.

Prerequisites and plan

Be signed in. Free plan: 1 generated form per month; Pro: unlimited. Maximum 500 forms per account and 40 questions per form.

Steps

  1. Click “Forms” in the menu.
  2. Click “+ Create a new form”.
  3. Step “1. Title and questions”: fill in “Form title” (120 characters) and, if you wish, “Introduction message (optional)” (400 characters).
  4. Fill in each row: “Question” (200 characters), “Answer type”, “Required” box. The ↑ and ↓ arrows change the order, ✕ deletes the row, “+ Add a question” adds a row. Three rows are offered at the start (“Full name”, “Email” and an empty row); a row whose question is empty is ignored.
  5. Click “Next: choose a template →”.
  6. Step “2. Choose a template”: click the thumbnail you want (see “Page templates”). “← Edit the questions” goes back.
  7. Click “Submit and create the form”.

Expected result

The message “Form created: (title)” is shown with the “Download the PDF” button. The form is in “My library” and counts as 1 toward your monthly quota.

Tips

  • There is no screen for editing a form after it is created: to adjust it, recreate it or use the API (article “API: forms and PDF”).
  • Choice-type questions require 2 to 12 options, one per line.

Common problems

“Give your form a title.”
Fill in “Form title”.
“Add at least one question.”
At least one “Question” row must be filled in.
“The question “…” must have at least two choices (one per line).”
For “Single choice”, “Multiple choice” and “Dropdown list”, enter 2 to 12 choices in “Possible choices”.
“Maximum 40 questions per form.” or “Maximum 500 forms per account.”
Reduce the number of questions or delete old forms.
The “+ Create a new form” button is replaced by a yellow “Limit reached” message.
Your monthly quota is used up (see “Limit reached”).
The “Next” button does nothing.
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Related pages

Forms

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