Fillfold
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Help centre

Short how-tos for every step: build the form, design the PDF, share the link and receive the answers.

  1. Create your account and turn on two-step verificationSign up with your email and a password, then protect your Fillfold account with a code from an authenticator app and a set of backup codes.
  2. Start from a ready-made templatePick a ready-made form for your trade, preview its questions and its PDF, then make it yours. Every question, the design and the document stay editable.
  3. Draft a form with AI from a short descriptionDescribe the form you need in a few sentences and Fillfold's AI drafts the questions, the calculations and the PDF document. You check and change everything.
  4. Question types and their settingsEvery question type in the Fillfold form builder, from short text to signatures and line items, with the settings each one offers and when to use it.
  5. Show or hide questions with conditionsShow a question only when an earlier answer calls for it, end the form early, or hide a part of the PDF. How conditions work in the Fillfold builder.
  6. Calculations, line items, VAT and totalsAdd quote or invoice lines, work out each line total, then the subtotal, VAT and total to pay. How formulas, line items and calculations work in Fillfold.
  7. Design the PDF: logo, colours and where answers goBuild the PDF your client downloads: add your logo, choose the font and accent colour, and place each answer, table and total exactly where it belongs.
  8. Business details shown on every PDFEnter your business name, address, VAT number, IBAN and payment terms once in Fillfold, and they appear on every quote, invoice or report your forms produce.
  9. Publish a form and share its linkHow to publish a Fillfold form, copy its public link, publish later changes, and set opening and closing dates or a maximum number of answers.
  10. Embed the form on your websiteCopy the embed code of a published Fillfold form, paste it into a page of your website, and choose which websites are allowed to show the form.
  11. A form in several languagesOffer one Fillfold form in up to seven languages: your client picks theirs, answers in it, and downloads a PDF written in the same language.
  12. Receive answers: the PDF of each response and the CSV exportWhere to find the answers to your Fillfold forms, how to download the PDF of each response, and how to export every answer to a CSV file for Excel.
  13. How long answers are kept, and how to delete themHow long Fillfold keeps your responses, how to set automatic deletion for a form, and how to delete one response, a whole form or your entire account.
  14. What your client seesWhat your client sees when they open a Fillfold form on their phone: the questions, photos and signature, the thank-you screen and a PDF link valid 90 days.
  15. Plans and creditsFillfold is free during early access. Here are the Free, Pro and Pay as you go plans planned for launch, how credits work, and what paid downloads will pay you.
  16. Paid downloadsPaid downloads are coming soon on Fillfold. How they will work: your price, your client pays Fillfold, your share of 60 to 85%, a monthly statement and payout.