Evaluatly

Build, share, and analyze smart multi-step forms with payments and integrations
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Open Evaluatly, pick a starter layout or begin from scratch, and assemble a working form before your coffee cools. Use the visual builder to drop in fields, group them into steps, and set a clear progress bar. Style everything with your logo, brand colors, and custom typography. Personalize copy with variables (like first name or company) and add computed fields to total prices, score answers, or estimate timelines. Build conditional paths so people only see what applies to them, and reuse question sets from your library to move even faster. Preview instantly across phone, tablet, and desktop before you share.

When it’s time to publish, choose the channel that fits your workflow. Share a link, spin up a custom URL, or embed the form on your site as an inline block or popover. Trigger a site intercept to catch visitors at the right moment. Run the same flow in kiosk mode at events, clinics, or retail counters, or capture responses offline on tablets and sync later. Add images, video, or audio to guide respondents, and switch on multi-step navigation to keep long forms effortless. For outreach, send invites by email or text, or run phone surveys when live calls are part of your process.

Connect the form to your business logic with a few clicks. Collect payments in the flow using major processors, set currencies and taxes, and route successful checkouts to a thank-you screen or a download. Fire notifications so your team is alerted the moment a submission arrives, and send responders a tailored confirmation. Push data to your CRM or drive folder, update records in Salesforce, or post results to your own endpoint via webhook. For healthcare and other regulated use, enable HIPAA-ready settings to protect sensitive information. Generate PDFs of completed entries, share receipts, or attach signed copies to follow-up emails.

Turn responses into action. Monitor completions in real time, filter by device or channel, and surface trends with built-in charts. Export to CSV for deep dives, or save polished PDFs for stakeholders. Spin up 360° feedback rounds that gather input from managers, peers, and customers. Launch customer intake flows that branch by service line, price-quote calculators with instant totals, course or event signups with paid seats, and field surveys that work without internet. Duplicate winning templates, tweak variables, and roll out new versions fast—so each form becomes a repeatable, measurable part of your daily operations.

Review summary

Features

  • Visual drag-and-drop form builder
  • Multi-step pages with progress indicators
  • Brand theming for logos, colors, and fonts
  • Personalization with variables and piping
  • Calculated fields for totals and scores
  • Conditional logic and branching
  • Shareable links and custom URLs
  • Website embeds and popovers
  • Site intercept prompts
  • Kiosk and offline capture modes
  • Media support for images, video, and audio
  • Email invites and phone survey support
  • Payment collection via major gateways
  • Automated team alerts and respondent confirmations
  • Webhooks and third‑party integrations
  • Salesforce and Google Drive connections
  • HIPAA-ready data handling
  • PDF export of submissions
  • Templates and reusable question library
  • Real-time analytics and data exports

How It’s Used

  • Customer intake that adapts to service choices
  • Quote calculators with instant pricing and taxes
  • Event and course registrations with paid seats
  • Healthcare intake forms with HIPAA safeguards
  • On-site kiosks for clinics, retail, and events
  • Field surveys that sync data after going offline
  • Website intercepts for product research and NPS
  • Internal 360° feedback and performance reviews
  • Lead capture routed to Salesforce automatically
  • Order forms with coupons, receipts, and PDFs
  • Support triage that routes by issue type
  • Recruiting applications with conditional steps

Plans & Pricing

Evaluatly

$5.00 per month

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