Quick Start Guide

Welcome to QuipForm 👋

QuipForm is a modern doc-style form builder that lets you create forms the same way you write documents. Simply type on the page, insert blocks, and publish beautiful forms in minutes.

Whether you're creating a contact form, lead capture form, survey, application, registration form, or client intake flow, QuipForm helps you go from idea to published form quickly.

Step 1: Create a New Form

After signing in, click New Form from your dashboard.

You'll have two ways to get started:

Start From Scratch

Begin with a blank form and build exactly what you need.

Use a Template

Choose from professionally designed templates built for common use cases such as:

• Contact Forms
• Lead Generation Forms
• Customer Feedback Surveys
• Event Registrations
• Job Applications
• Client Intake Forms
• Newsletter Signups
• Waitlists
• Product Research Surveys

Templates help you launch faster by providing a pre-built structure that can be customized to your needs.

Step 2: Build Your Form

QuipForm uses a doc-style editor.

Simply click anywhere and start typing.

To insert fields and blocks:

1. Type /
2. Open the command menu
3. Select a field or content block

Available options include:

• Text Fields
• Email Fields
• Phone Numbers
• Dropdowns
• Multiple Choice
• Checkboxes
• File Uploads
• Ratings
• Payments
• Signatures
• Conditional Logic
• Calculated Fields
• Images
• Videos
• Headings
• Dividers

Step 3: Customize Your Form

Open the Customize section to personalize your form.

You can configure:

• Themes
• Brand colors
• Typography
• Cover images
• Logos
• Custom CSS

This helps create a consistent experience that matches your brand.

Step 4: Configure Form Settings

Before publishing, review your settings.

Common options include:

• Email Notifications
• Password Protection
• Submission Limits
• Close Dates
• Save & Resume
• Thank You Pages
• Redirect URLs

Step 5: Preview Your Form

Use Preview mode to test the complete experience.

Review:

• Questions
• Logic rules
• Mobile layouts
• Calculated fields
• Submission flow

Always complete a test submission before sharing publicly.

Step 6: Publish Your Form

When you're ready:

1. Click Publish.
2. Confirm your changes.
3. Your form goes live instantly.

QuipForm automatically generates a shareable form URL.

Example:

https://forms.quipform.com/your-form

Step 7: Share Your Form

You can distribute your form through:

• Direct links
• Email campaigns
• Social media
• QR codes
• Embedded websites
• Custom domains

QuipForm also supports iframe embedding for easy website integration.

Step 8: Collect Responses

As submissions arrive, you can:

• View responses
• Track analytics
• Monitor completion rates
• Review traffic sources
• Analyze question drop-off points

Everything is available directly from your dashboard.

Step 9: Automate Your Workflow

Connect QuipForm with your existing tools using webhooks.

Popular workflows include:

• Sending leads to CRMs
• Posting notifications to Slack
• Sending alerts to Discord
• Connecting with Zapier
• Building workflows with Make
• Creating automations with n8n

Best Practices

Start Simple

Launch your first version quickly and improve it over time.

Use Templates

Templates can dramatically reduce setup time and provide a strong starting point.

Keep Forms Short

Only ask for information you truly need.

Test on Mobile

Many respondents complete forms on their phones.

Review Analytics

Monitor performance regularly to identify opportunities for improvement.

What's Next?

After publishing your first form, explore:

• Conditional Logic
• Calculated Fields
• Multi-Page Forms
• Email Notifications
• Analytics Dashboard
• Custom Domains
• Webhooks