Hubflo Forms lets you collect information from clients without chasing them down. Build a form once, share it however works best for your workflow, and let responses flow straight into your records.
In this article: creating a form, question types, and sections. Looking for something else? Jump to:
Creating a form
Go to Forms and click New form.
Click Add an intro message (optional) to add a message clients see before the first question
Click Add new to start adding questions
Toggle Require a signature at the end of the form if you need the client to sign before submitting
Question types
Here’s a full list of question types you can use when building a form:
Client information
Automatically retrieved by Hubflo when a client fills out the form.
Client Name (text)
Client Email (email field)
Text inputs
Short Text is a single-line input, good for names, titles, brief answers
Long Text is an open-ended input, good for notes, feedback, descriptions
Number is numeric input only (whole numbers). Use this instead of short text whenever you need a clean number like quantity, age, budget, headcount, etc.
Scale & Rating
Scale / Rating adds a clickable 1–N rating row. You can add optional labels for the low and high ends of the scale. Built for NPS, CSAT, and satisfaction surveys.
Choice fields
Dropdown: single selection from a list
Single Choice (Radio Buttons): one option selected, all choices visible at once
Multiple Choice (Checkboxes): select one or more options
Date
Date Picker: lets clients select a specific date, such as a deadline or start date
Files
Clients can upload multiple files in a single question.
Maximum files per question: 9
Accepted file types: all
Maximum file size: 3 GB per file
Signature
Enable the Signature toggle at the bottom of your form builder to add a signature step at the end of the form. When enabled, the submitter signs by typing their name, which is rendered in a cursive font. The name field pre-fills if the client is logged into the portal, and can be edited before submitting.
Hubflo field
Connect a question directly to a field in your CRM so answers are saved to the client's contact or company record on submission.
Layout
Text Block to add headers, instructions, or context between questions. Doesn't collect any input.
Form sections
Break long forms into pages so they're easier to complete. Clients move between sections using Next and Previous buttons.
To create a section:
Click Add Section in the form builder
Give it a name (optional, but helpful for your own organization)
And that's it! To reorder sections, click Reorder sections and simply drag them up or down.
To add questions to a section:
Create new questions directly inside the section, or
Drag and drop existing questions into it
Note: When a form has only one section, the section header is hidden automatically. It reappears as soon as you add a second section.
Important: Deleting a section will archive all questions inside it.
Submission settings
Click Add a thank-you message and/or a redirect URL at the bottom of your form builder to expand these options.
Submit Button Text
By default, the submit button reads Submit. You can change this to anything that fits your context such as "Send," "Complete," "Book my spot," etc.
Redirect URL
Send clients to a specific URL immediately after they submit. Useful for directing them to a payment page, a second form, your website, or a booking link.
How it works with your thank-you message:
With a thank-you message the message displays first, then the client is redirected automatically after 3 seconds
Without a thank-you message the redirect happens instantly on submission
You can also enable Open in new tab to have the destination open separately instead of replacing the form page. If the browser blocks the redirect, a clickable link will appear automatically so the client is never left stuck.
Viewing pending submissions and answers
Once you've submitted a form, click on it to open it. You'll see two tabs at the top:
Pending Submissions shows clients who have been sent the form but haven't completed it yet
Answers show all completed submissions
💡 You can also view a client's form history directly from their profile. Go to Directory > Contacts, select the contact, and open the Forms tab.
Archiving a form
To archive a form, select Archive next to the form. Archived forms are no longer visible or accessible to clients, but your response data is preserved and can be accessed later if needed.
