Forms just got their biggest upgrade yet — 25+ field types, conditional logic, PDF templates with legally binding e-signatures, and workflow automations. Plus: waitlists let invitees claim spots the moment they open up.
The New Forms Experience
As teased last week — forms are here, rebuilt from the ground up. You now have 25+ field types: text, ratings, yes/no, signatures, file uploads, GPS location, bank details (IBAN), contact blocks, currency, and more. Structure your forms with headings, separators, page breaks, and info blocks with text, images, or video.
Conditional logic without code. Show or hide fields based on previous answers. Build AND/OR expressions across any field type and multi-page forms — no page reloads, no delays.
Send forms directly to contacts. Share forms via email or SMS with named recipients. Track opens and completions in your dashboard. Link a form to a CRM contact and their details are pre-filled automatically.
Workflow automations. Trigger email or SMS reminders when a form is sent, opened, completed — or when it hasn't been opened or completed yet.
PDF templates & legally binding signatures. Upload any PDF — a mandate letter, consent form, or SEPA direct debit. Place fields visually on any page. Require an Advanced Electronic Signature (FES) with email OTP verification. Every signed PDF includes a complete audit page with signer email, timestamp, and tamper-proof SHA-256 hashes.
From form to booking in minutes. Answers automatically route respondents to the right team member or meeting type. Multi-page funnels included.
Waitlist for Fully Booked Meeting Types
Enable the waitlist on any meeting type and invitees no longer hit a dead end when all slots are taken. They can join the waitlist and get notified automatically when a spot opens up — with a direct booking link so they can grab it immediately.
Invitees can unsubscribe at any time, and entries expire automatically after 30 days.
All Changes
New Features
- Forms overhaul: 25+ field types, conditional visibility, markdown support, card and icon display styles
- Form workflow automations: Trigger email/SMS reminders on form lifecycle events (sent, opened, completed, not-opened, not-completed)
- CRM contact pre-fill: Link form recipients to contacts for automatic field pre-population
- PDF template field: Upload PDFs, place fields visually, require signatures with FES-qualified OTP verification
- File download field: Embed downloadable files directly in forms
- Form import: Import forms from external providers via public URL
- Waitlist: Invitees sign up when meeting types are fully booked, get notified when slots open
- SMTP error tracking: Test email on activation, surface SMTP send errors in the UI instead of a misleading green "Active"
- SMTP resilience: Automatic retry before falling back to the default sender
Improvements
- "Channel" → "Location": Replaced "Channel" with "Location" across all booking flow locales for clarity
- Embed script v4: Better iframe auto-resize, accessibility improvements (ARIA, focus trap, keyboard navigation)
- Salesforce calendar: View and manage Salesforce calendar connections in personal integrations
- Faster loading: Reduced main web bundle size from 17 MB to 1.35 MB
- Pricing page: Revised feature table with clearer tier comparisons
Fixes
- Calendar sync webhooks: Appointments cancelled in Outlook or Google Calendar now fire webhook events
- Mobile booking UX: Better calendar/time slot toggle on mobile, hide "Add Guests" in iframes
- Reminder emails: Team variables ({!M.Team.Address}, etc.) now resolve correctly in reminders
- SMS reminders: Fixed broken SMS reminders
- DOI confirmation: Enrichment no longer blocks double opt-in confirmation
- Round robin availability: Company admins can now set common availability on round robin meeting types
- Data field language switcher: Label input now updates when switching languages
- Routing forms feature flag: Form editor tabs now respect the feature flag
- SSO email verification: All federated SSO users are now auto-verified
- Partner invite re-acceptance: Re-sending a partner invite after revocation now works correctly
- Review emails: Workspace-level review collection no longer blocked by company-level settings
- Google Calendar reliability: Better handling of rate limits, email fallback for group bookings
- Selection page creation: Fixed selection pages incorrectly created as routing forms