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In Penbox, you will often need to send forms to collect information and documents from your clients. A form in Penbox contains questions organised into sections. You can make some questions mandatory and others optional. Around the form itself, we recommend setting up notifications toward the person filling in the form (notifications to contact) and notifications toward yourself — the person responsible for the form (notifications to team).

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Build your form

1

Open your workspace

Go to your Penbox workspace.
2

Go to Templates

Click Templates in the left-hand navigation.
3

Open Forms

Click Forms.
4

Create a new template

Click Create template.
5

Name your form

Choose a name for your form, then click “Create a form”.
6

Open the Assistant

Start building your form with the help of the Penbox Agent by clicking Assistant.
7

Describe your form

In the chat, describe the form you want the assistant to build for you — or upload a PDF of an existing form you want to digitalise.
8

Review and undo if needed

The assistant will describe each action it takes in the form. If any action does not suit you, click Undo next to that action.
9

Iterate until it's right

Go back and forth with the assistant in the chat until the form matches your needs 100%.
10

Check all tabs

Browse through all the form tabs — Welcome page, Form, Completion page, Notifications to contact, and Notifications to team — to verify the result.
Make sure notifications are set up both for the contact (the person filling in the form) and for the team (the person who sent the form). This ensures everyone stays informed throughout the process.
11

Publish

Once you are happy with the result, click Publish.
You have just created the first version of your form. It is now ready to be sent.

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What’s next?

Form Notifications

Configure the invitation and reminder emails your contacts receive.

Form Templates

Learn more about how form templates work in Penbox.