Forms

Collect the details you need, without copy and paste

Collect details in an orderly way from people who message you on WhatsApp, without copying answers from a chat into a spreadsheet. Create your forms in Utilities and review each one's submissions.

Quote requestAndrea Ruiz · 3 min ago

I'd like a quote for 200 mugs with my company logo.

New submissions14Quote request · example
Qualified lead
María LópezSales · assigned

Brands that use our platform

Logitech
McDonald's
BYD
Booking.com
Xiaomi
Agoda
Benefits

Less back-and-forth in chat. More complete details to sell with.

Features

Forms built for selling over chat

Get the details without interrogating customers

Share your form in the conversation and get everything you need in one organized submission.

Andrea Ruiz
Hi, I'd like a quote for 200 mugs with a logo
Sure, Andrea! To quote you, please fill in this form 👇
Form: Quote request
Done, I filled it in ✅
Thanks, I have everything. I'll send your quote today.

Every lead to the right rep

With the answers in view you decide who handles each case: sales for quotes, support for the rest.

Sales rep
Support

A form for every case

Qualify leads, collect shipping details or receive quote requests with everything you need.

Qualify a lead Shipping details Quote request

Your team works with complete details

With the form's information, your team coordinates with internal notes and replies without asking again.

I filled in the form ✅
Internal note200 mugs, delivery in Mexico City. I'll quote this one. Only your team sees it
Andrea, here is your quote 👇

Each form's submissions, in their own list

Every form has its own list of submissions under Utilities, in Forms.

200 unitsZIP 06700With logoUrgent

Organized in folders, inside Utilities

Keep your forms in folders, search them by name, import the ones you already have and see when each was last edited.

Folder: Sales Search by name Import a form Edited 2 days ago

Frequently asked questions

Do I need to know how to code?

No. You create and manage your forms from the ChatSales dashboard.

Where do I see the submissions?

Each form has its own list of submissions under Utilities, in Forms.

Can I organize my forms?

Yes. You keep them in folders and search for them by name.