Collect requests directly into your workflow
Embed forms on your website or share links to collect orders, leads, and service requests without manual entry.
Visual preview · Sample data
What Public Forms looks like inside ConfigBiz
Shareable forms that create leads, orders and requests.
Public Forms
Customer-facing intake forms your clients use to reach you — orders, bookings, inquiries. Every submission lands directly in your workspace.
Active Forms
3
of 3 total
Total Submissions
2
All time
Submissions This Month
2
vs last month
Your forms
Manage and monitor your active public forms.
Payments & Inquiries
Payments & InquiriesActive
5
Fields
1
Submissions
5d ago
Last submission
Travel Consultation
Appointments & BookingsActive
6
Fields
1
Submissions
5d ago
Last submission
Food Ordering
Products & Services — OrdersActive
7
Fields
0
Submissions
–
Last submission
Create new form
Build a new public form to collect customer information.
New formSubmissions
| Form | Branch | Submitted by | Contact | Submitted | Status | ||
|---|---|---|---|---|---|---|---|
| Travel Consultation | — | Juan Dela Cruz | juan@test.com 09170001111 | 9/4/2026, 4:23:00 PM | New | ||
| Payments & Inquiries | — | Sophia Cruz | sophia@test.com 09170002222 | 9/4/2026, 3:31:03 PM | New |
Illustration with sample records. Your workspace starts from a template close to your trade.
What it is
The short version for busy owners
Public Forms are shareable intake tools that collect structured information directly from your customers, partners, or applicants.
You can build forms for orders, surveys, support tickets, and leads, and embed them anywhere.
Why it matters
Forms are directly wired to your database—there is no need for Zapier or manual data import.
They ensure you collect all required details upfront before work begins.
The problem it removes
What problem it helps solve
Collecting information via email or paper means someone has to manually re-type data into the system, wasting time and risking errors.
Public Forms ensure data enters ConfigBiz exactly where it belongs, triggering the right next steps automatically.
Common mistake owners make
A form that asks everything gets abandoned, while a form that asks too little creates endless back and forth. Require only what the next step truly needs and make the rest optional.
A day in the life
How owners use it day to day
Picture a normal business day with Public Forms running quietly in the background.
Morning
Review submissions
Orders, applications and requests arrived overnight, structured and complete, with files attached.
Midday
Route automatically
Each form type creates the right record with the right owner, so nothing waits for manual sorting.
Closing
Fix the gaps
Patterns in incomplete or unclear submissions show exactly which form fields to clarify.
IN PRACTICE
A wholesale supplier
Stockists use a dedicated re-order form that creates a draft invoice for approval.
An IT support team
Clients submit help requests with attachments, opening a ticket in Operations.
A busy clinic
New patients fill out intake details securely before their appointment, populating the CRM.
Connected, not separate
How it connects with the rest of ConfigBiz
Public Forms works best when it shares records with the parts of your business around it. One record entered once, used everywhere. Here is how owners usually connect it.
Owner tip for week one
Fill in every form yourself on a phone before sharing it. If it takes more than two minutes, shorten it first.