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Intake Forms – Agency Handy

Orvi Das avatar
Written by Orvi Das
Updated over 8 months ago

Use intake forms to collect essential client details before starting any project. This ensures clarity, better communication, and smoother onboarding.

Key Features:

  • Add fields for project requirements, deadlines, budgets, and more

  • Choose field types: dropdowns, file uploads, dates, checkboxes

  • Create forms directly after a service or from the Forms section

Forms can be saved, tested, and linked to services for seamless order intake.

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