Frequently Asked Questions

GoFormz is a comprehensive digital form solution that transforms paper forms into mobile, digital versions. Thousands of users leverage the GoFormz platform to digitize their work forms and capture better, more complete business data. These digital forms can be configured in an easy-to-use online form builder and filled out on phones, tablets, and computers. Teams can instantly access submitted forms and data, allowing businesses to gather impactful business insights and route data to connected platforms, in real-time.

Visit our Product Overview page to learn more about how GoFormz works.

Online form builders streamline the process of creating, managing, and deploying digital forms. The GoFormz platform offers a distinctive approach to form creation, empowering users to maintain complete control of their document formatting and data. Simply upload an image or PDF of an existing form, or build one from scratch using our intuitive drag-and-drop interface. Once created, your forms can replicate the exact look and feel of your original documents while unlocking advanced digital capabilities like offline access, automatic calculations, and conditional logic.

Learn more about online form building by visiting our Form Builder page.

GoFormz sets itself apart by replicating your exact paper forms in a digital format—preserving your layout while unlocking powerful digital capabilities. Unlike traditional form builders that offer generic templates, GoFormz allows you to digitize your existing forms with zero compromises, making adoption seamless for your teams.

Our platform is purpose-built for field teams and complex workflows. With mobile-friendly design, offline functionality, and enterprise-grade integrations, GoFormz ensures forms can be completed anywhere, anytime. Users can even toggle between two data entry viewing modes, including one optimized for small screens—enhancing usability across devices.

Curious how GoFormz compares? Explore our breakdown of the 8 best form builders for your business.

Absolutely. GoFormz offers a 14-day free trial with full access to all platform features—no credit card required. During your trial, you can build and fill out forms, test our mobile app, and explore integrations with your existing tools. Our team is also here to support you with onboarding resources and expert guidance.

Once your trial ends, you won’t be charged, and you’ll retain access to your account with our free Basic plan. Start your free trial today and see how GoFormz can transform your workflows.

No technical expertise is needed to build forms with GoFormz. Our platform is completely no-code, designed to empower users of all skill levels. With an intuitive drag-and-drop interface, you can easily add fields, configure logic, and customize your form layout—without writing a single line of code.

For users with advanced needs, GoFormz also offers powerful features that support more complex workflows. Whether you're building your first form or optimizing enterprise-grade processes, GoFormz keeps form creation simple and accessible.

Explore our code-free Form Builder to see how easy it is to get started.

GoFormz supports the creation of virtually any form your business needs. From inspection forms, work orders, and invoices to surveys, checklists, audits, maintenance reports, timesheets, and delivery confirmations—our platform adapts to your workflows, no matter how complex.

Explore our Starter Form Templates to help get started.

Used across industries like construction, field service, healthcare, manufacturing, and transportation, GoFormz is ideal for any organization looking to digitize paper-based processes. If you use a paper form today, you can recreate it—exactly—with GoFormz.

See how businesses across different industries use GoFormz by visiting our Form Solutions by Industry page.

GoFormz offers flexible pricing plans designed to fit teams of all sizes. Every new account begins with a 14-day free trial of our Advanced plan—no credit card required. After your trial, you can choose from several tiers based on the number of users and the features your team needs.

We provide both monthly and annual billing options, with savings available for annual commitments. For a tailored recommendation, our sales team is happy to provide a customized quote based on your business requirements.

Explore our Pricing page for full details.

Yes, GoFormz offers dedicated mobile apps for both iOS and Android devices—empowering your team to complete forms anytime, anywhere. Users can fill out forms, capture electronic Signature fields, take photos, scan barcodes, and work entirely offline when connectivity is limited. Once reconnected, all data syncs automatically to the cloud.

The mobile experience is purpose-built for field teams, delivering an intuitive, responsive interface optimized for on-the-go productivity.

Learn more about our Mobile Forms capabilities.

Our team of GoFormz experts is ready to help you explore how our platform can meet your business needs. Simply fill out this form, and a specialist will contact you to schedule a personalized demo. Whether you're just getting started or exploring advanced capabilities, we’re here to provide guidance every step of the way.

Creating your first digital form with GoFormz is quick and intuitive. After signing up for a free trial or the Advanced Edition, you can either upload an existing form (PDF, Word document, or image) or start from scratch using our drag-and-drop Form Builder.

To get started:

1. Navigate to the “Forms” tab in your account.
2. Click “Create New Form.”
3. Choose to upload a form or build from a blank canvas.
4. Add fields, apply logic, and customize your layout—no coding required.

GoFormz preserves the exact appearance of your original document while enabling powerful, interactive functionality. Once published, your Template can be used to generate and complete digital forms across mobile devices and desktops.

Explore the full Starter Guide to walk through the process step-by-step.

Yes, this is one of GoFormz’s key capabilities. Our platform allows you to upload your existing paper forms (PDFs, images, or Word documents) and convert them into fully interactive digital versions that retain the exact layout and design. This makes adoption easy, as your team will recognize the forms they already use—now enhanced with features like electronic Signature fields, automatic calculations, and Drop Down menus. GoFormz is the only forms solution capable of maintaining existing document formatting.

Watch our Getting Started Webinar to see how easy it is to begin.

No, you do not need an existing form to begin using GoFormz. While uploading a current paper form is an option, you can also start from scratch using our drag-and-drop Form Builder. Additionally, GoFormz offers a collection of free Starter Templates tailored for common business needs—making it easy to launch and customize your first digital forms.

No, GoFormz does not support exporting forms as fillable PDFs. Instead, GoFormz replaces the need for traditional fillable PDFs by offering a fully digital, interactive form experience within our platform. Forms are designed to be completed using the GoFormz mobile app or web interface, enabling advanced features like conditional logic, real-time data sync, offline access, and workflow automation.

Learn more about converting PDFs into fillable online forms.

Yes, GoFormz enables you to create reusable form templates that promote consistency and efficiency across your organization. Once you've designed a form—complete with fields, logic, and branding—you can save it as a Template. These Templates can be deployed company-wide, assigned to specific teams or user groups, and updated centrally as needed.

Any changes made to a Template are automatically reflected in all future forms generated from it, ensuring standardization and streamlining change management.

Learn how to build and manage Templates in our step-by-step guide.

A Template is the blueprint of your digital form—where you define the layout, formatting, logic, and data fields. It serves as the standardized model for your documents.

A Form is a fillable copy generated from a Template. Forms are what users complete on mobile devices or online, capturing real-time data while maintaining the structure defined by the original Template.

To learn more, read our full guide on the differences between Templates and forms.

To build a Template from scratch, log in to GoFormz on your computer and access the Template Editor. If you don't have an existing form to upload, you can start fresh using our List View builder. In List View, you can create a structured index of fields—organized into sections and tabs—allowing for easy navigation and customization. You can also use design elements, referred to as Page Elements, to build a form from scratch.

This flexible approach is ideal for designing forms from the ground up while ensuring clarity and consistency across teams.

Explore our step-by-step guide on creating a Template to get started.

Yes, GoFormz offers a library of pre-built Templates to help you get started quickly. While you can easily upload existing forms or build new ones from scratch, our Starter Form Gallery provides ready-to-use Templates for common business needs across various industries.

These Templates can be customized to fit your specific data collection needs—saving time and accelerating your transition to digital processes.

Browse our Starter Form Gallery to explore available options.

Adding field types in GoFormz is quick and intuitive. In the Template Editor, simply drag-and-drop a field onto your Template. You can choose from a wide range of options—including Text Fields, Checkboxes, Drop Down menus, electronic Signature fields, Image fields, Calculation fields, and more.

Each field type includes customizable properties, allowing you to tailor behavior, appearance, and logic to suit your workflow.

Learn more about field types in the Template Creator.

Use conditional logic to create dynamic forms that adapt based on user input. In GoFormz, you can configure fields to appear, hide, or behave differently depending on responses to other fields. Logic can be easily configured within each field’s Properties Panel.


This feature enhances the form-filling experience by showing only relevant fields, improving accuracy, and reducing completion time.

Explore our full guide on setting up conditional logic.

Customizing your form’s branding is simple. In the Template Editor, you can upload and position your company logo, customize fonts and colors, and add headers or footers to align with your brand identity.

Learn more about branding and display customization in our Field Properties reference guide.

Yes, GoFormz fully supports multilingual form creation. You can design forms in any language and even create versions of the same form in different languages using our Template features. For added flexibility, you can also include translation fields within a single form to serve multilingual audiences.

GoFormz supports special characters and diverse text orientations, making it ideal for international teams and global operations.

The GoFormz mobile app currently supports the following languages:

• English
• Finnish
• French
• German
• Japanese
• Norwegian
• Spanish

You can access both draft and completed forms directly from the Forms tab in the GoFormz platform, whether you're using the mobile app or the web interface. This centralized view allows you to easily manage in-progress work, review submissions, and search for specific forms by status, date, or other filters.

There’s no limit to how many Forms users on your GoFormz account can generate, fill out, and submit, enabling unlimited internal form activity across your team.

For Public Forms, forms shared via link and completed by anyone, each subscription includes 15 submissions per month. Additional Public Form submissions are available for a fee.

Need more Public Forms? Reach out to your account manager or contact us at sales@goformz.com to scale your plan.

A Form is filled out by users who are part of your GoFormz account—team members with login access to the platform. These forms are used for internal operations and can be managed, completed, and submitted within your organization’s workflow.

A Public Form, by contrast, is designed for external use. Shared via a public link, these forms can be completed by anyone—customers, vendors, applicants, or other non-account users—without requiring a GoFormz login.

Each subscription includes 15 Public Form submissions per month, and additional submissions can be purchased as needed.

Learn more in our Public Forms overview.

Yes, with GoFormz you can easily send a public link to your digital form, allowing recipients outside your organization to fill it out from any device, without needing a GoFormz account. This is ideal for collecting information from customers, vendors, patients, or job applicants.

Forms shared via link retain your layout and field logic, and submitted responses are instantly routed back to your account for review, automation, or integration with connected systems.

Learn more about how to share and manage forms with Online Forms.

To collect forms from individuals outside your GoFormz account—such as clients, patients, or vendors—use our Public Forms feature. Within the GoFormz web application, you can generate a Public Form link from any existing Form or Template.

This link can be shared directly with recipients or embedded on your website, allowing anyone to access, complete, and submit the form from any device—no GoFormz login required.

Learn how to set up and manage Public Forms in our support guide.

Yes! With GoFormz, you can pre-fill a Public Form with information before sharing it, allowing your recipient to complete only the remaining fields. This is particularly helpful for use cases like collecting electronic Signature fields, confirming details, or streamlining customer interactions.

To learn how to configure and share pre-filled Public Forms, visit our Public Forms support guide.

There’s no limit to how many forms users on your GoFormz account can generate, fill out, and submit, enabling unlimited internal form activity across your team.

For Public Forms—forms shared via link and completed by anyone—each subscription includes 15 submissions per month. Additional Public Form submissions are available for a fee.

Need more Public Forms? Reach out to your account manager or contact us at sales@goformz.com to scale your plan.

GoFormz offers robust offline functionality through its mobile app, enabling users to complete forms without an internet connection. While offline, you can fill out forms, capture electronic Signature fields, reference Data Sources, take photos, scan barcodes, and perform calculations—just as you would online.

All data is securely stored on the device and automatically syncs to the cloud once connectivity is restored. This functionality is ideal for field teams operating in remote areas or environments with unreliable internet access.

Learn more about navigating the mobile app and offline workflows in our support guide.

Yes, GoFormz provides robust workflow automation tools that help streamline your operations. You can configure automated actions to trigger upon form submission, such as sending email notifications, generating PDFs, updating connected systems, or assigning follow-up tasks.

Workflows can be tailored using form data conditions, ensuring the right actions happen at the right time with minimal manual input. This eliminates bottlenecks and boosts efficiency across your team.

Learn more about our Workflow automation tools and explore our Workflows overview to get started.

Yes, collecting digital signatures is a core capability of GoFormz. You can easily add electronic Signature fields to any form, allowing users to sign directly on their mobile device or computer using a finger, stylus, or mouse.

These signatures are legally binding and comply with electronic signature regulations. Each signature is accompanied by audit-ready metadata, including the date, time, and user information, ensuring accountability and traceability.

Learn more about how to configure and use electronic Signature fields.

GoFormz stores all form data in secure, encrypted cloud databases with industry-standard security protocols. We implement multiple layers of security, including encryption at rest and in transit, regular security audits, and compliance with major security standards. Access to data is controlled through user authentication and permission systems, ensuring only authorized personnel can view sensitive information.

Yes, all your captured form data is yours to use as your business needs. GoFormz allows you to export form data in multiple formats, either individually or in bulk from multiple submissions. This flexibility enables easy integration with other systems, supports reporting and archival needs, and can be configured to occur automatically upon form completion or initiated manually.

Whether reviewing completed forms, routing data into spreadsheets, emailing saved forms, or transferring data to other platforms, GoFormz makes the process fast, easy, and automated.

Learn how to export your form data.

Yes, GoFormz offers reporting tools that turn your form submissions into actionable insights. You can build custom reports by filtering, grouping, and analyzing data across completed forms, tailored to your operational needs.

Reports can be:

• Exported in formats like Excel, PDF, or CSV
• Scheduled for automatic generation and email delivery
• Used to update connected dashboards and databases for visualization

This capability allows teams to monitor performance, identify trends, and make informed decisions—all from their form data.

Explore more about reporting features or view our report creation guide.

Yes, GoFormz supports data import functionality. You can pre-populate forms with existing data from CSV files, databases, or through our API. This feature is particularly useful for forms that require customer information, inventory details, or other data that already exists in your systems. Pre-populating forms saves time and reduces data entry errors.

Yes, GoFormz supports collaborative form completion. Multiple users can work on different sections of the same form. You can assign specific forms to different team members and track submissions. This feature is particularly valuable for complex forms that require input from various departments or specialists.

Learn more about user permissions and collaboration.

Yes, GoFormz makes it easy to integrate your forms with applications you’re already using.

We offer extensive integration capabilities with popular business systems including Salesforce, QuickBooks, Acumatica, Procore, Autodesk, Box, Dropbox, Google Drive, Microsoft Office 365, SharePoint, Snowflake, SQL, Zapier, and many others. Through our open API and Zapier connection, you can also create custom integrations with virtually any system that has an API. These integrations allow for seamless data flow between GoFormz and your existing business ecosystem.

Whether you want to exchange data with your CRM or ERP, or simply compile completed forms into a spreadsheet, GoFormz has plenty of pre-built integrations to choose from. Learn more about our integrations here.

Learn more about our integration options.

Yes, GoFormz provides embedding options that allow you to place Public Forms directly on your website. This functionality enables you to collect data from customers, partners, or employees through your own branded web presence. Embedded forms maintain all the functionality of standard GoFormz forms, including conditional logic, calculations, and file uploads, while seamlessly integrating with your website design.

GoFormz enables users to capture and attach photos, as well as upload supporting files, directly within digital forms. On mobile devices, users can take pictures using the device camera or select images from their gallery. These photos can be annotated, cropped, and resized—without leaving the app.

In addition to images, users can attach documents such as PDFs or other file types to form submissions. This functionality helps create complete, context-rich records that support inspections, reports, audits, and more.

Learn more about using the File Attachment field.

GoFormz works across virtually all modern devices and platforms. We offer dedicated mobile apps for iOS and Android devices, and our web application is compatible with all major browsers including Chrome, Firefox, Safari, and Edge. The platform is responsive and adapts to different screen sizes, from smartphones to tablets to desktop computers, ensuring a consistent experience across all devices.

No! Users can fill out and submit forms on their preferred iOS, Android, or Windows device.

GoFormz is deeply committed to the security and privacy of your data. We leverage industry-leading infrastructure and best-in-class practices to ensure your information is protected at every step.

Our platform is powered by Microsoft Azure, a trusted cloud provider known for its robust security standards. All data is encrypted in transit using the latest Transport Layer Security (TLS) protocols and can be encrypted at rest using strong, industry-standard encryption.

For enhanced access control, GoFormz also supports SAML 2.0 for secure identity management integration—ideal for organizations with advanced authentication needs.

Your data is protected by design, enabling secure, compliant form usage across all industries. Learn more about GoFormz’s commitment to security.

Yes, GoFormz offers HIPAA-compliant form solutions specifically designed for healthcare organizations that manage Protected Health Information (PHI). We provide Business Associate Agreements (BAAs) and adhere to stringent security practices that meet or exceed HIPAA requirements.

Our compliance measures include:

• End-to-end data encryption
• Role-based access controls
• Detailed audit trails
• Secure, compliant data storage powered by Microsoft Azure

These safeguards ensure that sensitive health data is protected throughout the form lifecycle.

Learn more about our HIPAA-compliant solutions.

Yes, GoFormz offers granular user permission controls that allow administrators to manage access at every level. You can define who can view, edit, complete, or manage specific forms and Templates—ensuring sensitive data is only accessible to authorized personnel.

With role-based permissions, you can:

• Create user groups with tailored access settings
• Restrict access to certain Templates or individual forms
• Limit visibility of specific fields based on user roles

These controls help protect data integrity, ensure privacy, and support regulatory compliance.

Learn more about user permissions and group management.

To ensure that your data is always secure, any data pulled from third-party integrations utilizes access granted to GoFormz via the OAuth connection. All data is encrypted - both at rest, and during transmission between systems.

Data is saved to GoFormz's internal data stores during each step of the Workflow to allow us to facilitate the flow of user data. GoFormz coordinates data between connections when required for the user-designated Workflow setup.

When multiple providers are required, each GoFormz will never connect to providers to one another, or share your credentials between providers. Instead, each provider is communicated with separately using the user-provided credentials.

GoFormz offers a wide range of support resources to ensure you get the help you need—when you need it.

Self-serve resources include:

• A comprehensive Help Center with step-by-step guides
• A Starter Guide for new users
• On-demand video tutorials and resources

Direct support includes:

• Email and live chat support for all customers on paid plans
• Dedicated account managers and priority support for Enterprise customers (Learn more)
• Professional Services for complex implementations or custom development (Explore options)

No matter your technical level or project complexity, GoFormz is here to support your success.

If you've forgotten your password, resetting it is quick and easy:

1. Open the GoFormz login screen (via goformz.com or the mobile app).
2. Click or tap the “Forgot your password?” link below the login button.
3. Enter your email address and click/tap “Reset password.”
4. Check your inbox for an email titled “GoFormz password reset link” and click the link inside.
5. On the reset page, enter your new password twice and click/tap Submit.

Your password is now updated, and you can log in with your new credentials.

Note: Account Admins cannot reset passwords for other users. For simplified login, consider using Single Sign-On (SSO) with your existing Apple, Google, or Microsoft account.

Learn more in our password reset guide.

Yes, GoFormz is built to be flexible and can be tailored to meet the unique needs of your industry. Whether you're in construction, healthcare, manufacturing, energy, or another field, our platform supports specialized fields, workflow logic, and compliance requirements specific to your operations.

GoFormz works for most form-based processes out of the box. For more complex or regulated environments, our Professional Services team can help design and implement custom solutions that align with your goals.

Explore how GoFormz supports industry-specific workflows.

GoFormz is built to scale with the needs of large organizations and has extensive experience managing enterprise deployments across a range of industries. Our platform offers a suite of advanced features designed specifically for enterprise environments, including:

• Single Sign-On (SSO)
• Advanced user and permissions management
• Dedicated hosting options
• Custom SLAs and support plans
• Enterprise-grade security and compliance
• Turnkey integrations and an open API

To ensure a smooth rollout, our Customer Success team provides hands-on onboarding, in-depth training, and ongoing strategic support—helping drive adoption and long-term success across your organization.

Explore our Enterprise solutions to learn more.

Yes, GoFormz provides custom development services for organizations with unique needs that go beyond standard platform capabilities. Our Professional Services team can build tailored solutions such as:

• Custom field types or form logic
• Specialized workflows and automations
• Industry-specific features and compliance tools
• Unique third-party integrations

All custom developments are fully supported and seamlessly integrated into your GoFormz environment, ensuring long-term reliability and performance.

Learn more about our Professional Services offerings.

Nothing at all—joining the GoFormz referral program is completely free. There are no signup fees or hidden costs. Get started today by visiting our Partners page.

Yes, once you join the GoFormz Partner Program, you’ll gain access to a range of product and marketing resources designed to support your success. Our team provides sales collateral, promotional materials, and product training to help you effectively share GoFormz with your network.

Learn more about the benefits of becoming a partner on our Partners page.

Anyone can be a great Referral Partner! Whether you're a consultant, service provider, industry expert, or simply someone who knows others who could benefit from GoFormz, we provide the tools and support to help you succeed.

If you’re passionate about improving workflows and introducing powerful solutions to your network, you’re already on the right track.

Learn more and join our Referral Program today.

Joining the GoFormz Partner Network is fast and easy—you can get started today in just a few clicks. Click here to apply now!