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Smart Data Forms. Seamless Data Collection.

Transform the information-gathering process—from client intake to configuration—into a streamlined, collaborative experience.

In onboarding, implementation, and service delivery, data is the foundation. But when it lives in scattered documents, emails, or spreadsheets, it creates friction, slows down workflows, and increases risk. With Setuply’s Smart Data Forms, those days are over. Our intelligent, role-based forms empower teams and clients to exchange information in real time—securely, accurately, and without ever leaving the platform.

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Unlimited Forms, Total Flexibility

Setuply’s Data Forms let you replace static documents and tedious back-and-forth with dynamic, interactive experiences built right into your workflow.

 

Built for Every Process:

  • Gather client configuration details
  • Collect onboarding data
  • Drive internal approvals and reviews
  • Standardize data validation and submission

Role-Based Views:
Different teams need different inputs. Setuply lets you design role-specific form views, ensuring each user, internal or client-facing, sees only what’s relevant and is prompted for exactly what’s needed.

Element-Rich, Intelligent Forms:
Choose from a wide array of field types—dropdowns, toggles, dates, file uploads, signatures, conditional logic, and more. You can even configure forms to auto-fill repeating questions across multiple sections, eliminating redundancy and saving your clients' time.

Embedded, Secure, and Contextual:
Forms live inside Setuply projects and tasks, linked directly to the right context. All form data is securely stored within the associated project—centralized, easy to access, and built for collaboration.

Trigger and Circulate with Ease:

Forms can be shared via email, accessed through links, or triggered automatically through completed cases, form submissions, CRM activity, and more, making it easy to collect the right data at the right moment, without manual follow-up.

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Why Intelligent Secure Data Collection Matters

Workarounds
Eliminate Manual Workarounds
No more shared spreadsheets, emailed documents, or calls to fill in gaps. Everything happens in-platform, in real time.
conditional input
Smarter, Conditional Inputs
Use conditional logic to show or hide fields based on previous answers, keeping forms clean and efficient.
Role control
Granular Role Control
Assign specific sections or entire forms to users by role. Ensure internal teams, clients, and partners only see and act on what’s relevant.
collab
Real-Time Collaboration
Forms can be shared and completed collaboratively—internally and externally—ensuring clarity and reducing lag time.
redundancy
Reduce Redundancy
With question reusability, clients only enter shared data once, saving time and improving accuracy across forms.
Signature
Built-In Signatures
Collect approvals or authorizations directly within the form experience—no third-party tools required.
pre-filled
Pre-Filled Where Possible
Forms can auto-populate with known data from Setuply, reducing user error and speeding up the experience.
workflow
Embedded Into the Workflows
Forms are integrated into the tasks and projects they support, making them easy to find, complete, and review.
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Setuply’s Data Forms Engine: Designed for Control & Scale

Whether you’re gathering initial client details, managing configuration handoffs, or coordinating interdepartmental approvals, Setuply’s Data Forms meet you where your process lives. Built with enterprise-grade flexibility, every form is configurable, reusable, and version-controlled.

You can create data form templates for recurring needs, mass-assign them at scale, and collect responses directly within each project—no third-party tools, no disconnected data. Each submission flows into Setuply’s centralized platform, linking automatically to the associated client, project, or task, and providing helpful notifications and alerts along the way. Signature fields enable real-time agreement collection, and reusable questions eliminate duplication.

With permission-based access, intelligent field logic, and seamless integration across workflows, Setuply gives teams total confidence in the data they collect—and total control over how they collect it.

What defines an exceptional client experience?

Get Answers

Why It Matters for Our Customers

Faster Client Onboarding and Services

Clients can complete required forms directly within Setuply, speeding up timelines and eliminating bottlenecks.

  
Consistent Internal Processes

Standardized templates ensure teams are collecting the right data the same way, every time

  
Improved Collaboration

Role-specific views let different teams work in parallel without overlap or confusion.

  
No More Data Chasing

All responses are centralized within each project, eliminating the need to track down forms or re-enter data manually.

  
Scalable Infrastructure

As your workflows grow, your forms evolve with them, supporting new teams, new services, and new client needs.

  
Secure & Compliant

All submissions—including signatures—are stored securely within the platform, protected by enterprise-grade encryption and access controls.

  
Reduced Redundancy for Clients Smart question population means clients never have to re-enter the same information twice across related forms.  

Ready to see Data Forms in action?

Let's Talk
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