Dynamic Forms

Dynamic Embeddable Forms

With an intuitive drag-and-drop builder, users can design forms with various field types, conditional logic, and branding elements that match their website’s look and feel. Once created, forms can be easily embedded on any website or landing page, providing a seamless experience for visitors while capturing critical information in real time.

Each submission is automatically saved in the centralized lead database within Xi Manager, allowing for easy access, filtering, and follow-up. Users can set up automated SMS and email notifications for both internal teams and the form submitter, ensuring timely communication and acknowledgment. This not only enhances the customer experience but also helps businesses respond more efficiently and stay organized. Whether managing service inquiries, appointment bookings, or client onboarding, all interactions are logged and trackable within the platform.

A standout feature of Xi Manager’s Form Management tool is the ability to convert form submissions into professional PDF documents. This is particularly valuable for industries like healthcare, legal, or finance, where signed or printable documents—such as medical history forms or consent waivers—are often required. Users can easily generate and send completed forms as PDFs to clients or team members, streamlining paperwork and reducing manual processing. With Xi Manager, managing forms becomes more than data collection—it becomes a fully integrated, automated part of your client engagement strategy.