Client OnboardingForm builder
Build forms with drag and drop, then share them with a link. Every submission lands in FormSyncer, ready to process.
Forms · PDFs · Approvals · Delivery
Build forms.
Sync everything.
Collect data with your own forms or ClickUp, turn every submission into a branded PDF, route it for approval and deliver it to Google Drive, email and WhatsApp. Automatically.
50 PDFs included in the trial · No card needed to sign up
Animation: a client onboarding form fills itself in and, when submitted, its data flows to a PDF, Google Drive, email, WhatsApp and ClickUp.
Works with
- ClickUp
- Google Drive
How it works
One continuous flow, from first click to final record
Data is entered once. FormSyncer does the copying, formatting, filing and sending.
- 01
Collect
Use a FormSyncer form or connect ClickUp. Data arrives once, from the source.
- 02
Generate
Your template turns each submission into a polished, branded PDF in seconds.
- 03
Approve
Optional workflow steps let the right person review before it goes out.
- 04
Deliver
Saved to Google Drive and sent by email or WhatsApp, automatically.
Features
Everything between a form and a finished document
Replace the copy-paste, the manual PDFs and the "did you send it?" messages with one connected workflow.
PDF template designer
Design branded PDF layouts visually and map form or task fields into them. No code, no copy-paste.
Approval workflows
Route submissions to the right people. Reviewers approve from their inbox before anything is sent.
ClickUp integration
Connect ClickUp securely and turn tasks and form responses into finished documents.
Google Drive storage
Every generated PDF is saved to your own Google Drive, organised and easy to find.
Email delivery
Send documents to clients and colleagues automatically, from your own email address.
WhatsApp delivery
Share PDFs straight to WhatsApp so they reach people where they already reply.
Generation history
See every document you have generated, when and for whom, and resend in a click.
Team access
Invite your team with their own sign-ins, while you keep control of billing and settings.
Use cases
Built for teams that run on forms
If someone on your team fills a form and then rebuilds it as a document, FormSyncer can take that job off their plate.
Try it on your workflowClient onboarding
Intake form in, signed-off welcome pack and agreement out.
Quotes and job sheets
Field team fills a form, the customer gets a branded quote on WhatsApp.
HR and internal requests
Leave, expense or purchase requests routed for approval with a PDF record.
Inspections and reports
Checklist submissions become dated reports, filed in Drive automatically.
Security
Your data stays yours
Secure sign-in
ClickUp and Google connect through official OAuth. We never see or store those passwords.
Files in your Drive
Generated PDFs are saved to the Google Drive you connect, not locked inside our platform.
Team controls
Team members get their own sign-ins. Billing, deletion and integrations stay with the account owner.
Pricing
Simple plans that grow with you
Start free for 14 days. Pick a plan when you are ready.
Free trial
Try every core feature on a real workflow.
$0for 14 days
- 50 PDF generations
- Form builder and templates
- No card needed to sign up
Basic
Essential features for small teams
$19per month
- 200 PDFs per month
- Custom PDF templates
- Email delivery
- WhatsApp delivery
- Google Drive storage
- ClickUp integration
Premium
For growing teams that live in Google Drive
$59per month
- Unlimited PDFs
- Custom PDF templates
- Email delivery
- WhatsApp delivery
- Google Drive storage
- ClickUp integration
Enterprise
Everything, including ClickUp
$139per month
- Unlimited PDFs
- Custom PDF templates
- Email delivery
- WhatsApp delivery
- Google Drive storage
- ClickUp integration
Prices in US dollars, billed monthly through Stripe. Change or cancel any time from your account.
How does the free trial work?
Every new account starts with a 14-day trial that includes 50 PDF generations, so you can build a real workflow before choosing a plan.
Do I need ClickUp to use FormSyncer?
No. You can collect data with FormSyncer forms. ClickUp is an optional integration for teams that already work there.
Where are my PDFs stored?
Generated documents are saved to the Google Drive you connect, so the files stay in your own account.
Can I change or cancel my plan?
Yes. Subscriptions are billed monthly through Stripe and can be changed or cancelled from your account settings.
Can my team use one account?
Yes. Invite team members with their own sign-ins; the main account holder keeps control of billing and settings.
Who builds FormSyncer?
FormSyncer is built and operated by Xpert Group FZE-LLC in the United Arab Emirates.
Stop copying form data by hand.
Set up your first automated workflow today. 14 days free, 50 PDFs included.