Features

Everything from form to follow-up

Create forms and surveys, track requests, manage statuses, communicate with requesters, and use reporting and analysis from one platform. Some features and limits vary by plan. See Pricing for details.

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Requests and follow-up

Request forms and follow-up

Start from a ready-made template or create the request form you need, then publish it for requesters. Each submission becomes an organized request with a reference number and private tracking link instead of remaining a disconnected response.

Limits vary by plan

Organization after submission

Request status management

Review requests, update their approved statuses, and keep messages and attachments connected to each request. When needed, manage capacity and a seat waitlist from the form.

Core tracking for every request

Collect and understand responses

Surveys and responses

Create surveys, collect responses, and review statistics in a clear space that helps you understand participation and results. Available survey and response counts vary by plan.

Limits vary by plan

Drafts and analysis under your review

AI assistance

Turn an idea into an editable form draft and use AI-supported survey-response analysis when included in your plan. Forms are not published and analyses are not approved automatically.

Available by plan

Updates connected to each request

Notifications and WhatsApp

Send request-status updates by email and WhatsApp notifications when included in the plan and enabled for the account. Details remain in the tracking link instead of being scattered across channels.

Available by plan

Downloadable outputs

Documents and reports

Download request details as PDF and generate Word reports for survey analysis when included in the plan, while content review and approval remain with the account owner.

Available by plan

A consistent visual presence

Branding and sharing

Add the account name, logo, and colors to pages and documents, and share a form preview that reflects the customer’s identity when the feature is available.

Available by plan

Controlled requester access

Privacy and access

Each requester receives a private tracking link without needing an account. Form Owners can add access protection or restrict the email domain when the relevant settings are enabled.

Protection follows form settings

Options for institutional accounts

Institutional features

Custom domains and TrackForms branding removal are available only to institutional accounts, according to the plan and enabled settings. Neither feature is offered in personal plans. See Pricing (/pricing) for details.

Included in selected institutional plans