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You want every new lead to give you the same five details — name, company, budget, timeline, and what they’re looking for — in a tidy, consistent way. Forms let you build that intake form once, share it or collect it through the agent, and review each submission attached to the right contact. Open your agent and choose CRM → Forms in the sidebar. The page is titled Forms, with the subtitle “Manage and create form templates for collecting contact information.”
The Forms screens — the form list, Form Builder, and Form Preview — are desktop only. On a small screen you’ll see a “Desktop Only” message asking you to switch to a larger display.

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Prerequisites

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How forms work

A form has two parts:
  1. A template — the form you design once (its name, fields, and settings).
  2. Submissions — each time someone fills the form in, a submission is recorded and attached to a contact’s Form tab.

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Build a form

1

Create a form

On the Forms page, select Add Form. The Create Form builder opens with the subtitle “Build a custom form to collect information from your contacts.”
Form Builder with the field palette, canvas, and settings panel
2

Name it

In the settings panel, give the form a Form Name and an optional Description.
3

Add fields by dragging

From the Form Fields palette (“Drag and drop the field type you want to add to your form”), drag a type onto the canvas — or click Add Field. Available types: Text Field, Mail, Number, Check Box, Radio Button, Dropdown, Calendar, and Description. An empty form reads “No fields added yet.”
4

Preview and save

Use Preview Form to see exactly how it’ll look to the person filling it in. A form needs a name and at least one field. Save to create the template.

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Form settings

The Encrypt form data setting appears on Medical Agents only. Like encrypted custom fields, it protects submission data at rest — it doesn’t hide values from your team, who see them decrypted when reviewing a submission. See Data encryption for the full picture.
Like encrypted custom fields, form encryption can’t be turned off once enabled: once you enable it, all data submitted going forward is encrypted at rest and this toggle cannot be turned off. Turn it on deliberately for forms that collect sensitive information.
The forms list shows each template with its Form Name, Category, Fields count, and Created Date.

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Share a form

Select Share on a form to get a Share Link — “Anyone with this link can fill out the form.” Send it by email, drop it on a landing page, or link it from your site. Submissions come back into the CRM and attach to a contact.

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Submissions

Each completed form is a submission. You’ll find a contact’s submissions on the Form tab of their contact record. A submission is either a Draft (started, not finished) or Submitted. To record a submission yourself, open a contact’s Form tab and select Create Submission, then choose a template from Select Form Template and fill it in.

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AI File Extraction

Instead of retyping a document into a form, you can let A2V2.ai read it for you.
1

Start an extraction

On a form submission, select AI File Extraction and upload a document (PDF, DOC, or DOCX, up to 20MB) — or choose one from the contact’s existing files.
2

Review the result

A2V2.ai processes the document and pre-fills the form, reporting how many fields it extracted and with what confidence (“Form data extracted! Please review and submit”). It only fills empty fields — anything you’ve already typed is left untouched. Always review the values before submitting.
AI File Extraction on a form uses credits (it’s an AI operation), and it only fills fields that are empty and enabled for AI. Nothing is saved until you review and submit.
AI File Extraction shines for intake paperwork — upload a completed PDF intake sheet or a quote and let A2V2.ai populate the matching form fields, then correct anything it missed.

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Use cases

  • Lead intake — a “Get a quote” form shared as a link, feeding straight into your contacts.
  • Event or demo signup — collect name, company, and a preferred time.
  • Document-driven onboarding — upload a client’s paperwork and let AI File Extraction fill the form.

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Troubleshooting

Building, previewing, and managing forms is available on desktop only. Open the agent on a larger screen.
A form needs a Form Name and at least one field before it can be saved. Add a field from the palette, then save.
Extraction supports PDF and DOC/DOCX files up to 20MB. Convert or compress other formats first.
Submissions attach to the contact they were created for. Open that contact and check the Form tab; drafts appear there too, marked Draft.

Custom fields

The field types forms are built from.

Contacts

Where submissions land — on the contact’s Form tab.

Automations

Auto-assign and stage the contacts your forms create.

AI File Extraction

Pre-fill a form from an uploaded document instead of retyping it.

Data encryption

What encrypting form data protects — and what it doesn’t.

CRM overview

How forms fit into the wider CRM.