User-Friendly Templates
Customize any of our finance and accounting form templates or create your own with our easy-to-use editor - no coding required. Indition Form Builder is a feature-packed solution for building secure, intuitive forms in minutes. Easily embed forms on your website, link to them with custom URLs, and share to social media. You can even create and preview custom landing pages for your forms. From integrations to reporting, Indition Form Builder offers unmatched possibilities at affordable prices.
Save Time & Duplicate Designs
Save your forms to re-use, so you can save time later. With Indition Form Builder, you can even apply a different design while keeping the same fields on a form. Test out different versions of the same form, so you can see what works best to connect with more potential clients.
Personalize Client Experiences
Get instant email notifications when clients submit a form. You can choose whether they’ll receive one of our automatic email responders or your own custom content. Indition Form Builder even lets you create conditional actions, triggered by a user’s field selections. Using conditional logic, you can follow up with specific clients based on their answers for a more personal experience.
High quality accounting forms for your financial advisors
Valuable Data & Feedback
Whether you want to streamline the paperwork process, turn more website visitors into clients, collect contact information, or ask for feedback, Indition Form Builder offers flexibility and features that make data collection more efficient for financial advisors.
Simple Integrations
Indition Forms work with what you already use. Easily create links or embed forms on your website, no matter which content management system you use. Integrate your Indition forms with Magento or take advantage of custom integrations to easily deploy your form and start collecting data right away.
Fully Customizable
Choose from our library of pre-built fields to add to your form, or build any type of custom field you need. Enjoy a full range of options including multiple choice, true/false, comment fields, and just about everything else.
Visitor Tracking & Reporting
Use the landing page visitor tracking feature along with detailed reports to see whether your visitors are converting to form submissions. Set up custom time periods to track the quantity of submissions and number of unique respondents. Gain new insights and see trends in a straightforward format with visual graphs.
Indition Desktop & Mobile Forms
Powerful features at affordable prices, available instantly.
Enterprise Plans Available! Learn More
| Free | Bronze | Silver | Gold | Platinum | Mobile App | |
|---|---|---|---|---|---|---|
| Includes Advertising | No Advertising | More Forms, More Submissions | More Features | All Features | All Features & Mobile App | |
| Monthly Price | FREE | $5 | $15 | $35 | $85 | $185 |
| Annual Price Option (1 Month Free) | FREE | $55 | $165 | $385 | $935 | $2,035 |
| Number of Forms | 5 | 5 | 50 | Unlimited | Unlimited | Unlimited |
| Submissions Per Month | 50 | 50 | 1,000 | 10,000 | 100,000 | 100,000 |
Form Features | ||||||
| 150 Pre-Built Forms | ||||||
| Custom Forms | ||||||
| Unlimited Form Fields | ||||||
| Over 35 Field Types | ||||||
| Drag & Drop Field Ordering | ||||||
| iframe Embed Code to Website | ||||||
| JavaScript Embed Codes | ||||||
| Preview Before Submission | ||||||
| Unique Constraints on Fields | ||||||
| Sub Labels for Fields | ||||||
| Field Default Values | ||||||
| Stored Values | ||||||
| E-Signature Field | ||||||
| DocuSign Signatures | ||||||
| reCaptcha/ SPAM Protection | ||||||
| Multi-Selection Fields | ||||||
| Date & Time fields for Scheduling | ||||||
| Form Duplication | ||||||
| Field Validation | ||||||
| Duplicate Submission Guard | ||||||
| International Phone Numbers & Postal Codes | ||||||
| Automatic Email Confirmation | ||||||
| Custom Masked Input Fields | ||||||
| Hidden Fields | ||||||
| Form Field Duplication | ||||||
| Text & Images in Forms | ||||||
| Repeating Sections | ||||||
| Payments with PayPal | ||||||
| Payments with Stripe | ||||||
| File Uploads (multi-file upload) | 25MB | 100MB | 250MB | 2GB | 5GB | |
| Conditional fields | ||||||
| Save and Resume Later | ||||||
| Password Protected Forms | ||||||
| Custom Code Protected Forms | ||||||
| Customizable Protected Form Login Page | ||||||
| Custom Page URLs | ||||||
| Stop Point / Multi-Part Forms | ||||||
| Calculated fields | ||||||
| Database Lookup Fields | ||||||
| Field API Validation | ||||||
| Form API Validation | ||||||
| Form Data API Lookups | ||||||
| Lookup Tables for Selection Field Population | ||||||
| Custom Query Writing for Selection Field Filtering | ||||||
| Import PDF Forms | ||||||
| Import HTML Forms (Files and from URLs) | ||||||
| Mobile Forms iPhone & iPad App | ||||||
Design Features | ||||||
| Free | Bronze | Silver | Gold | Platinum | Mobile App | |
| Indition Branding | ||||||
| Pre-built Page & Form Designs | ||||||
| Multi-Step Form Designs | ||||||
| Responsive Forms | ||||||
| Stop Point, Multi-Part Forms | ||||||
| Multiple Designs Per Form | ||||||
| Drag & Drop Designer | ||||||
| Track Submission by Design | ||||||
| Include/Exclude Optional Fields | ||||||
| Design Control at Element Level | ||||||
| Customize Fonts, Colors, Backgrounds & Borders | ||||||
| Custom CSS | ||||||
| Themes & Form Designs | ||||||
| Brandable Pages with Logos | ||||||
| Submit Button Design Control | ||||||
| Form Design Duplication | ||||||
| Mobile Forms iPhone & iPad App | ||||||
| Easily brand your form with your logo | ||||||
| Form View | ||||||
| Page View | ||||||
| Custom Page URLs | ||||||
| Search Engine Indexing Control | ||||||
| Print Form Designs | ||||||
| Custom Domain Names | ||||||
| Google Analytics Support | ||||||
| Google Analytics Event Tracking | ||||||
| Google Ads Conversion Tracking | ||||||
Post Submission Actions | ||||||
| Free | Bronze | Silver | Gold | Platinum | Mobile App | |
| Multiple Actions per Submission | ||||||
| Custom Thank You Message in Place or Modal | ||||||
| Conditional Thank You Messages | ||||||
| Stop Point Thank You Messages | ||||||
| Post Submit Redirects | ||||||
| Conditional Redirects | ||||||
| Stop Point Redirects | ||||||
| Basic Email Notifications | ||||||
| Custom Email Notifications | ||||||
| Responder Email Notifications | ||||||
| Multiple Recipient Email Notifications | ||||||
| Conditional Email Notifications | ||||||
| Stop Point Email Notifications | ||||||
| Stop Point Mobile App Push Notifications | ||||||
| Indition CRM API Posts | ||||||
| Conditional Indition CRM API Posts | ||||||
| Salesforce API Connections | ||||||
| Conditional Salesforce API Connections | ||||||
| URL API Posts | ||||||
| Conditional URL API Posts | ||||||
| Custom API Connections | ||||||
| Conditional Custom API Connections | ||||||
| Generation of PDF of Submission | ||||||
| Generation of XLSX of Submission | ||||||
| Sending Calendar Invites based on date/time fields | ||||||
Reporting | ||||||
| Free | Bronze | Silver | Gold | Platinum | Mobile App | |
| Forms Dashboard | ||||||
| Form Submission Reports | ||||||
| Form Design Submission Report | ||||||
| Daily Form Submission Report | ||||||
| Field Summary Report | ||||||
| Export Reports To Excel & PDF | ||||||
| Landing Page Vistior Tracking | ||||||
Additional Features | ||||||
| Asset Manager | ||||||
| New User Invites | ||||||
| Custom Integrations | ||||||
| Single Sign-On (SSO)(Enterprise Only) | ||||||
| Support | Knowledge Base | Knowledge Base | Email/Phone | Email/Phone | Email/Phone | |
Get Started with Indition
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