Every request starts with a form people actually finish.
Build forms for purchase requests, leave, travel, vendor onboarding, inspections and complaints by dragging fields onto a page. Required fields, file uploads and calculated totals mean approvers stop replying with "please send the quotation".
Three stops to get it running.
Pick a starting form
Start from a blank page or a ready form for purchase, leave, travel, vendor onboarding, IT access or inspections.
Drag in the fields you need
Text, amount, dropdown, date, file upload, signature, location, line items and lookups from your connected apps.
Share it where people work
Publish to the web app and mobile app, send a link, or put a QR code on a notice board or a machine.
Built for the way requests really move.
Every capability below is part of Form Builder, configured with point and click.
Conditional sections
Show the "Travel advance" section only when the trip is outside the city. Hide what does not apply.
Line items and totals
Add rows for each item with quantity and rate. Totals calculate themselves and feed the approval rules.
Lookups from your apps
Pull vendors from accounting, employees from your HRMS and cost centres from a Google Sheet.
Attachments and photos
Require a quotation, bill or photo before submit. Inspection forms can take photos straight from the phone camera.
Prefilled details
Name, department, manager and location fill in from the profile, so people only type what is new.
Offline on mobile
Site inspections and ward rounds can be filled without signal and sync when the phone is back online.
Fields are not just boxes. They drive the workflow.
Any field can be used in an approval rule. Amount decides who signs, department decides which manager, location decides which site head. Change the form and the routes stay in step.
- Field validation for GSTIN, PAN, IFSC, email and phone formats
- Version history for every published form
- Field level visibility, so salary details are seen only by HR
Where teams use Form Builder.
- Purchase request
- Expense claim
- Advance request
- Budget transfer
- Leave request
- New joiner onboarding
- Exit clearance
- Letter request
- Site inspection
- Maintenance request
- Incident report
- Asset handover
- Fee concession
- Equipment repair
- Event approval
- Patient complaint
About Form Builder.
01Can people fill forms on their phone?
Yes. Every form works in the mobile app and in the mobile browser, including photo capture and signatures.
02Can someone outside the company fill a form?
Yes. Public forms work for vendors, applicants or parents, with a captcha and optional email verification.
03Can we bring our current paper or Excel form?
Upload it or paste the fields into the AI Workflow Builder and it drafts a matching form for you to adjust.