Skip to main contentForms support collaborative completion modes where multiple stakeholders from customer organizations can contribute to the same form. This works with both linear forms and table-style forms, with the system tracking who made each contribution and when.
Enabling collaborative mode
You can enable collaborative forms in two ways:
- During form creation - Toggle on the collaborative option when building a new form
- From form settings - Open an existing form and enable the collaborative toggle in settings
Benefits
Efficient multi-stakeholder input
Gather information from various departments or decision-makers without separate forms or email threads.
Shared understanding
Create alignment on requirements, technical specifications, or implementation plans with all contributors seeing the complete picture.
Collaborative data building
Multiple users can add rows to table-style forms, building comprehensive data sets together.
Faster deal cycles
Reduce back-and-forth email exchanges by letting all parties contribute directly in one place.
Full visibility
Every stakeholder sees the complete form with all contributions, ensuring nothing gets lost.
Use cases
Mutual action plan construction
Buyers and sellers jointly define implementation steps, with each party adding their responsibilities and timelines.
Technical requirements gathering
Multiple customer teams—engineering, security, IT—contribute their specific needs to a single requirements form.
Stakeholder alignment
Decision-makers from different departments review and approve proposals, with their input captured in one place. 
