Step by step, with questions that appear on their own
Split the form into steps. Each question can appear only when it's needed, based on earlier answers, and help texts can reuse answers: “Hi Laura, now your company details”.
Forms
Forms that several people fill in, step by step and verified.
Questions that only appear when they apply, several people in the same form and filling in two phases: your team completes its part and the client finishes theirs after confirming a code sent to their email. And every answer ends up in the CRM, in your tasks or in a document to sign.
New client onboarding
- Your details
- 2Your company
- 3Signature
Filled in by:SalesClient
Full name
Laura Gómez
Client type
Company
Shown because they chose “Company”
VAT number
GB123456789
Offices
- Madrid · Calle Mayor 12
- Valencia · Av. del Puerto 3
Add another office
Identity verified with a codeNext
No manual setup
Tell her what you need. Lía builds the form.
Describe the form you want to Lía, your assistant, or upload the one you have on paper. She asks about anything missing and leaves it ready for you to review and share.
- She gives each field the right type: dates, phone numbers, drop-downs, files…
- She makes each question appear only when it applies
- She connects the submission to the CRM, signature or your tasks
LíaYour AI assistant in Twilbox
I need a rental application form: the tenant's details, their job and a guarantor if needed.
Does your team start it and the tenant complete their part, or do they fill in the whole thing?
We start it and they complete theirs.
Done. Your part comes first and the tenant gets a link for theirs:
- 12 fields in 3 steps
- Guarantor details only if needed
- Verification code for the client
- Contact to the CRM in “New”
−60%
less time copying details by hand
−50%
less back-and-forth chasing missing details
+30%
more forms filled in to the end
Indicative figures: estimates of the typical improvement, which depend on each business, its sector and how it uses the tool.
What's included
Forms that go far beyond asking for a name and phone number.
Just as good for a simple contact form as for an application with dozens of details and several people.
Several people in one form
Holder, spouse, guarantor, student and parent: each person has their own fields. And repeating blocks like “add another company” or “another office” are added with one click.
Filled in two phases
Your team fills in its part and sends a link. The client completes only their part and never sees the internal fields.
Identity checked
Before completing their part, the client confirms with a code sent to their email. You can protect a form with a PIN and check whether the person already exists by their ID number or email before creating a new record.
From paper to form with AI
Upload a PDF, a Word file or a photo of a paper form and Lía builds the form with every field of the right type: dates, phone numbers, drop-downs, checkboxes…
Every submission sets something in motion
It creates the contact in the CRM (at the pipeline stage you choose, if you like), a card on the task board, a document to sign, adds them to a list for your campaigns or starts an automation.
How it works
Your form ready in three steps.
1
Create it
From scratch, from a template or by uploading a document so Lía builds it with you. You decide the steps, the people and what appears in each case.
2
Share it
Put it on your website, share it with a link, or fill in your part and send it to the client to complete theirs.
3
Every answer lands where it should
On submit, the contact is created in the CRM, the card on the board, the document to sign or the automation you chose. And you get notified.
Connections
Every answer lands where it needs to.
No more copying details from an email into another tool: the form puts them in the right place.
Your websiteEmbedded in your Twilbox website or shared with a link, wherever you like.
CRMThe contact and the deal are created automatically, at the stage you choose.
E-signatureThe form ends in a document with your branding, ready to sign.
Projects and tasksEvery submission creates a card on your team's board.
AirtableOne record per submission, or per company in the form.Automations“Form submitted” starts the flow you decide.
Before and after
From PDFs by email and half-filled details to forms that arrive complete the first time.
Without Twilbox
With Twilbox
Without Twilbox: You send a PDF, it comes back scanned and you type the details in by hand.
With Twilbox: The client fills it in online and the details land straight in their record.
Without Twilbox: One endless form full of questions that don't apply to anyone.
With Twilbox: Step by step, and each question appears only when it's needed.
Without Twilbox: Holder, guarantor and spouse on three different documents.
With Twilbox: Everyone in the same form, each with their own fields.
Without Twilbox: You can't be sure the person filling it in is really your client.
With Twilbox: They confirm with a code sent to their email before completing their part.
Without Twilbox: Details are missing and the back-and-forth by email begins.
With Twilbox: Your team fills in what it already knows and the client completes only their part.
Who it's for
From a solo professional to teams handling paperwork every day.
Advisory firms and agencies
New client onboarding and grant or subsidy applications with lots of details, started by your team and finished by the client.
Real estate, finance and insurance
Applications with holder, co-holder and guarantor, each with their own details and identity checked with a code.
Schools and academies
Enrolments with the student's and family's details in the same form, and siblings added with one click.
It works for every kind of business
- Freelancers and independent professionals
- Lawyers and law firms
- Dental clinics
- Physiotherapists
- Psychologists
- Beauty salons
- Hairdressers and barbers
- Gyms and yoga studios
- Training academies
- Schools
- Vets
- Estate agents
- Accountants and advisers
- Insurance brokers
- Online shops
- Local shops
- Restaurants and cafés
- Hotels and holiday lets
- Car repair garages
- Builders and installers
- Marketing agencies
- Coaches and trainers
- Photographers
- Event planners
FAQ
What people usually ask.
Of course. If you only need name, email and phone, it's ready in a minute. Steps, people and verification are only switched on when you need them.
Ask for the details once, and get them right.
Try Twilbox free for 7 days, no credit card, cancel anytime.