Collect requirements, approvals and feedback at every sales and onboarding stage. Then convert responses into tasks, follow-ups and insights automatically.
Run discovery, use case, and stakeholder forms directly inside Digital Sales Rooms
Create reusable Forms and Surveys across sales, onboarding, and delivery workflows
Collect structured inputs seamlessly within active projects and tasks
Share onboarding, milestone, and post-go-live surveys to capture intent, readiness, and feedback
1
Intuitive Form Builder
Create user-friendly, no-code forms with a simple and guided experience.
Design forms optimized for both internal teams and external customers.
Reuse and customize forms quickly across different workflows.
2
Prebuilt Sales & Onboarding Templates
Use ready-made templates for discovery, use cases, and stakeholder details.
Capture onboarding requirements, access details, and approvals with ease.
Standardize data collection across sales, presales, and onboarding teams.
3
Embedded Forms Across Execution
Embed forms directly inside projects, tasks, and Digital Sales Rooms.
Collect structured inputs exactly when work is being executed.
Eliminate context switching and manual follow-ups.
4
Standalone Surveys for Feedback
Share surveys independently with customers and prospects.
Capture intent, readiness, satisfaction, and post-go-live feedback.
Track responses across sales, onboarding, and customer success stages.
5
Approvals & Change Management
Run approval, sign-off, and change request forms within workflows.
Maintain clear audit trails and decision visibility.
Keep projects moving without delays or email dependencies.
6
Secure External Sharing
Share forms and surveys securely with customers, partners, and prospects.
Control access and visibility for internal and external users.
Ensure data privacy and compliance across engagements.
Stop chasing information over email. Collect inputs where work happens.
Turn every response into tasks, follow-ups and insights automatically.
Start fast with prebuilt templates for sales, onboarding, approvals and feedback.
Capture customer intent, readiness and satisfaction at every critical stage.
Share securely with customers and partners without exposing your internal workspace.
How does Projetly integrate forms and surveys into the B2B sales workflow?
Unlike standalone tools, Projetly embeds forms directly within Digital Sales Rooms (DSRs) and active projects. This allows sales teams to run discovery sessions, collect stakeholder information, and gather use-case requirements without forcing prospects to leave the sales environment. By keeping data collection inside the execution workflow, Projetly eliminates manual follow-ups and ensures a seamless handoff from sales to onboarding.
Can I use Projetly forms to automate the sales-to-onboarding handoff?
Yes. Projetly is designed specifically to bridge the gap between selling and delivery. You can use prebuilt onboarding templates to capture technical requirements, access details, and stakeholder approvals. Once a form is submitted, the responses can be converted into actionable tasks and milestones, ensuring that the onboarding team has everything they need to start immediately.
What types of templates are available in Projetly’s form builder?
Projetly offers a library of no-code, prebuilt templates tailored for high-touch B2B journeys, including: Discovery & Use Case Forms: For pre-sales requirement gathering. Stakeholder Mapping: To identify key decision-makers early. Onboarding Readiness: To ensure customers are prepared for implementation. Post-Go-Live Surveys: To measure customer satisfaction (CSAT) and delivery success.
How does Projetly turn survey responses into project actions?
Projetly moves beyond simple data collection by connecting form inputs to execution. When a customer or prospect completes a form, the data is captured as structured input within the relevant project or task. This enables teams to trigger automated follow-ups, assign new tasks based on responses, or initiate approval workflows for change requests, keeping the project moving without email delays.
Is it possible to share Projetly forms with external customers securely?
Absolutely. Projetly includes Secure External Sharing features. You can share forms and surveys with customers, partners, and prospects via secure links. You maintain full control over access and visibility, ensuring that internal data remains private while external stakeholders can provide necessary inputs and approvals effortlessly.
Why should B2B companies use embedded forms instead of tools like Typeform or Google Forms?
Traditional form tools create "data silos" where information is collected but stays disconnected from the work. Projetly’s embedded forms ensure that feedback and requirements are captured in context. This reduces "context switching," eliminates the need for manual data entry into project management tools, and provides a clear audit trail of approvals and decisions within a single GTM platform.
