Features
Everything, from form to report.
267 features across 23 areas — every one of them in the product today.
267 features
| Feature | What it does |
|---|---|
| Build a form from a promptAI | Describe it in a sentence. OneFormAI writes the questions, logic and report. |
| Build from your documentsAI | Attach photos, screenshots, PDF, Word, Excel, PowerPoint or text — up to 6 files. |
| Paste or drop screenshotsAI | Pasting or dragging a file into the box attaches it. |
| Quick follow-up questionsAI | OneFormAI asks a few tap-to-answer questions so the form fits exactly. |
| Report and Dynamic switches | Choose up front whether the form drafts a report or picks questions per person. |
| Edit with OneFormAIAINew | Describe a change — “make it shorter” — and it's applied as one undoable edit. |
| 13 ready-made templates | Tax organizer, engagement letter, proposal, invoice, onboarding, HR and more. |
| Template gallery by category | Client intake, Documents, Billing, HR and Planning. |
| Sample forms | Pre-built demo forms that show off each feature. |
| Blank form | Start from scratch whenever you prefer. |
| Feature | What it does |
|---|---|
| One-switch reports | Turn every response into a drafted report that waits for review. |
| AI draft per responseAI | OneFormAI writes each report, following your instructions. |
| Advice report or document | An advisory report, or one of 12 document types. |
| 12 document types | Engagement letter, proposal, invoice, bill, checklist, task list, tax organizer, document request, onboarding packet, memo, scope of work, HR record. |
| Wording fits the document | Emails and buttons are worded for proposals, invoices, requests and more. |
| Client-facing or internal | Send to the respondent, or keep it for your team. |
| Describe it, AI writes itAI | Describe the report and OneFormAI writes the instructions. |
| Instruction variables | First name, full name, firm, form, report title, booking link, today. |
| Live sample reportAI | Test instructions on a real or sample response; nothing is sent. |
| Exact line-item totals | Invoice tables are totalled to the cent by OneForm, never by the AI. |
| No-AI layout mode | Lay the answers out neatly without AI — ideal for invoices. |
| Deliver your own PDF | Send the same firm PDF to everyone instead of a written report. |
| Branded PDF | Letter-size PDF with your logo, colours and page numbers. |
| Plain-summary fallback | If AI fails or the month's credits run out, a clean answers summary is drafted. |
| Safe links only | Drafts can only link to your website or booking page. |
| Stuck-draft recovery | A draft that hangs is handed to a reviewer automatically. |
| Generate later | Draft a report for an older response whenever you need one. |
| Feature | What it does |
|---|---|
| Review pile | To review, approved and scheduled tabs, with a count on the sidebar. |
| Rich-text editor | Styles, links, lists, quotes and highlights, with autosave and undo. |
| Answers beside the draft | Everything the client said, next to what you're editing. |
| Re-draft with a noteAI | Tell OneFormAI what to change for this client and re-draft. |
| Swap in your own PDF | Replace one report with a PDF you upload. |
| Approve / unapprove | Nothing reaches a client until someone approves it. |
| Send now | The report email goes out with the PDF attached. |
| Schedule send | In an hour, 5pm, tomorrow 9am, Monday — or any time. Cancel any time. |
| Resend | To the same person or a new address. |
| Edit the email | Recipient, subject, message and the report's key points. |
| Email preview | See the exact client email before it goes. |
| Next-step button | Under the report: book a call, open another form, or nothing. |
| Email activity timeline | Sent, delivered, opened, clicked, bounced or marked as spam. |
| Reports library | Search and filter every report, with sent and open-rate stats. |
| Review on your phone | Switch between the document and its details on mobile. |
| Rate every draftAI | 1–5 stars with tags like Accurate or Too long, plus a note. |
| Learns from edits and ratingsAI | Every few ratings OneFormAI updates its writing rules for that form. |
| Editable rules | See and edit what it learned in the Report tab. |
| Draft quality stats | Average rating and how much reviewers changed. |
| Auto-send, with safeguards | Optional and confirmed in writing; held if AI didn't write it or there's no email. |
| Auto-sent receipt | Your team is told exactly what went out without review. |
| Feature | What it does |
|---|---|
| Charge for any reportNew | Put a price on a form's report; people pay before receiving it. |
| Custom offer cardNew | A headline, up to five benefit bullets and your own button label. |
| Pay on the thank-you screenNew | The price and a secure Pay button, in typed and voice forms. |
| Stripe CheckoutNew | Hosted, secure checkout, charged to your own Stripe account. |
| Connect Stripe in minutesNew | Guided Stripe Express onboarding; payouts go straight to your bank. |
| Six currenciesNew | USD, CAD, GBP, EUR, AUD and NZD. |
| Keep the full priceNew | Sales go to your own Stripe account. OneForm takes no cut; Stripe charges its standard processing fee. |
| Offer per endingNew | Hide the offer on endings like “not a fit”. |
| Buyer's private report pageNew | Shows pay, preparing, in review or ready — and refreshes itself. |
| Read online or downloadNew | Once sent, buyers read the report on their page or download the PDF. |
| Pay first, then deliverNew | Paid reports send automatically when approved, or go to review first. |
| Payment emailsNew | Buyers get a receipt with their link; your team hears “Report sold”. |
| Payments dashboardNew | Sales, refunds, Stripe fees and every order with filters. |
| One-click refundsNew | Refund an order in full from the orders table. |
| Send it freeNew | Waive the payment and “Approve & send free” from review. |
| Payment status in reviewNew | Reviewers see each report's order and amount. |
| Never miss a paymentNew | Stripe webhooks plus a catch-up check every few minutes. |
| Feature | What it does |
|---|---|
| Embedded booking calendarNew | Your booking page right on the thank-you screen, or a button that opens it. |
| Pre-filled detailsNew | Name, email and time zone are filled in — nobody retypes anything. |
| 10 booking tools, or any linkNew | Calendly, Cal.com, TidyCal, Acuity, SavvyCal, YouCanBookMe, HubSpot, Zoho, Microsoft Bookings, Google. |
| Link checkingNew | Paste a link and OneForm recognises the tool and flags a wrong or insecure link. |
| Adjustable embedNew | Your own heading or button text, frame height, and prefill on or off. |
| Booking detectionNew | Calendly, Cal.com and HubSpot bookings are confirmed on screen and recorded. |
| Works after voice formsNew | The booking step appears after spoken conversations too. |
| Booking button in report emails | End the report email with “Book your strategy call”. |
| Booking link in reportsAI | Drafts can link to your booking page with a {{booking_url}} variable. |
| Sandboxed and script-free | Only the tool's own page loads, in a sandboxed frame. |
| Feature | What it does |
|---|---|
| Talk instead of typeBetaAI | OneFormAI asks the questions aloud and fills the form from spoken answers. |
| Voice-first or offeredBeta | Start as a conversation, or add “Answer with voice” to a typed form. |
| 10 AI voicesBeta | Choose the voice that suits your firm. |
| One reply, several answersBeta | Questions it already heard the answer to are skipped. |
| Conversation goalBeta | Guides the phrasing and lets it answer side questions. |
| Contact details read backBeta | Emails and phone numbers are confirmed before sending. |
| Type any timeBeta | Type a reply, or switch to the typed form keeping answers so far. |
| Answers panelBeta | A progress ring shows what's covered and what's left. |
| Mute and interruptBeta | Mute the voice, or cut in by speaking or typing. |
| Sensible limitsBeta | Moves on after 3 misses, pauses after 2 silences, and caps the length. |
| Brand coloursBeta | Three colours for the orb, or one of seven palettes. |
| Simple voice builderBeta | A “what to find out” checklist beside a live conversation. |
| Nothing recorded | Only the text is kept — voices are never stored. |
| QR code and share sheet | Scan to talk on a phone, or copy and share the link. |
| Feature | What it does |
|---|---|
| Short text | One-line answers like names or zip codes. |
| Long text | Room for comments, goals and context. |
| Multiple choice | Pick one or several, with an optional “Other” box and A–Z shortcuts. |
| Yes / No | A quick two-button answer; the Y and N keys work. |
| Checked for a valid address; phones show the email keyboard. | |
| Phone number | Checked for 7–15 digits; phones show the number pad. |
| Number | Counts and amounts; accepts $, €, £ and commas. |
| Date | A calendar picker that rejects dates that don't exist. |
| Contact block | Name, email and phone on one screen, with customisable sub-fields. |
| Line items | Rows with quantity, price, tax, date and category, with totals in seven currencies. |
| Statement | A message between questions, with its own button label. |
| Video question | Video on one side, answers on the other; stacked on phones. |
| Question with image | Put a picture above any question. |
| Question type search | A searchable, grouped picker when adding a question. |
| Feature | What it does |
|---|---|
| Show only if… | Show or hide a question based on earlier answers. |
| All / Any conditions | Combine several conditions with AND or OR. |
| 17 comparison operators | Is, contains, any/all/none of, greater or less than, before/after, answered. |
| Jump rules | Skip ahead to a question or an ending based on answers. |
| “Otherwise go to” | A default path when no jump rule matches. |
| Scoring | Points per answer, or add a number or line-item total to a score. |
| Multiple scores | Several named scores with starting values; renames update everywhere. |
| Multiple endings | Different thank-you screens chosen by answers or score. |
| Answer recall | Insert earlier answers, scores or hidden values into later text. |
| Greet by name | Uses their first name once they've given it. |
| Hidden fields | Capture values like a client ID from the link, for logic, text and reports. |
| Automatic UTM capture | utm_* campaign tags are always recorded. |
| Logic map | Every rule in one plain-English overview. |
| Logic checks | Warns about backwards jumps, deleted references and missing scores. |
| Feature | What it does |
|---|---|
| Dynamic form modeAI | OneFormAI chooses the next best question for each respondent. |
| Min / max questions | Set how few or how many questions each person answers (1–50). |
| Goal prompt | Say what the questions should find out. |
| Pin first / last | Always ask chosen questions, like contact details, first or last. |
| Safe fallback | Falls back to list order if AI is slow or unavailable. |
| Feature | What it does |
|---|---|
| Edit on the preview | Click any text in the live preview to change it. |
| Drag-and-drop reorder | Works with mouse, touch and keyboard. |
| Autosave | Saves as you type, with a status indicator. |
| Undo / redo | Up to 100 steps with Ctrl+Z and Ctrl+Shift+Z. |
| Conflict protection | An older browser tab can't overwrite newer edits. |
| Required toggle | Per question and per contact sub-field. |
| Placeholders | Custom hint text inside answer boxes. |
| Paste a list of choices | Paste many options at once, one per line. |
| Respondent roles | Mark fields as first name, email or company to personalise emails and reports. |
| Change question type | Converts the question and tidies any logic that used it. |
| Duplicate question | Copies a question together with its logic. |
| Safe delete | Warns about rules that use a question, then cleans them up. |
| Desktop and mobile preview | Switch the canvas between computer and phone size. |
| “Try it” preview | Fill in the real form without saving any answers. |
| Publish / unpublish | Drafts stay private; only what's on screen goes live. |
| Builder on phones | List and edit views with a floating Preview button. |
| Everything in one place | Build, Settings, Report, Share and Responses tabs per form. |
| Forms list | Search, filters, sorting, Live/Draft views and completion rates. |
| Duplicate or delete a form | From each form's menu. |
| Feature | What it does |
|---|---|
| Welcome screen | Title, description, button, headline and a badge such as “FREE”. |
| 10 screen layouts | Classic, card, image-top, banner, background, split, side-third, avatar and more. |
| Background darkening | A slider that keeps text readable over photos. |
| Firm logo on screens | Show your logo on welcome and ending screens. |
| Social and contact links | Up to 10 links — website, LinkedIn, email, phone, booking — as icons or buttons. |
| Ending button | A “Book a call”-style button that links anywhere. |
| Redirect after submit | Send people to your page after a 0–30 second countdown. |
| Pass answers to the redirect | Add chosen answers, scores or hidden values to the redirect link. |
| Estimated time | The welcome screen shows roughly how long the form takes. |
| Feature | What it does |
|---|---|
| 8 built-in themes | OneForm, Purple, Ocean, Forest, Night, Classic, Sunrise and Midnight. |
| Saved design presetsNew | Save a look, make it the default, or apply it to every form. |
| Gradients everywhere | Up to four colours on backgrounds, buttons, text, accents and progress. |
| Background images | A photo behind every screen, with darkening. |
| 41 Google fonts | Sans, serif, display and mono, with live previews. |
| Corner styles | Square, soft or round. |
| Readability warnings | Flags colour pairs that are hard to read. |
| Image upload | Photos are optimised on upload; GIFs keep moving; alt text supported. |
| YouTube and Vimeo | Paste a link and the video is detected. |
| Feature | What it does |
|---|---|
| Three languages | Respondents switch between English, French and Spanish inside the form. |
| AI translationAI | Translate missing lines, or everything, with OneFormAI. |
| Edit any translation | Hand edits are kept; changed source text is flagged. |
| Browser language detection | Picks the visitor's language automatically. |
| Preview in each language | See the form as French or Spanish speakers will. |
| Feature | What it does |
|---|---|
| One question per screen | A calm, animated flow that keeps people going. |
| Keyboard navigation | Enter to continue, letters for choices, Y/N; single choices move on by themselves. |
| Progress bar | Percentage and optional question numbers. |
| Instant validation | Friendly messages in their language; the server checks everything again. |
| Resume on the same device | Progress is saved and restored if they come back. |
| Built for phones | The right keyboard per field, autofill, and a layout that adjusts to it. |
| Reduced motion | Simpler fades for people who turn animations off. |
| Spam protection | A hidden bot trap and rate limits. |
| No duplicate submissions | Double taps and retries never create a second response. |
| Closed-form page | Unpublished links show a friendly “not accepting responses” page. |
| Feature | What it does |
|---|---|
| Responses inbox | Every submission, newest first, across forms or inside each form. |
| Search answers | Search names, emails and any answer, even from deleted questions. |
| Filter by form | With counts per form. |
| Response details | Answers in the order asked, time taken, device and report status. |
| Partial responses | Voice responses that skipped questions are marked. |
| CSV export | Excel-safe, one column per question, protected against formula injection. |
| Delete a response | Removes it along with its drafted report. |
| Visitor tracking | A first-party visitor ID links repeat visits to the same lead. |
| Feature | What it does |
|---|---|
| One row per person | Everyone who submitted, merged across forms by email or phone. |
| Explainable 0–100 score | Fit plus intent minus red flags — every point has a reason. |
| Hot, warm and cold | Grades with thresholds you choose. |
| Points per answer | Answers add or subtract points in the builder. |
| AI-suggested pointsAI | OneFormAI proposes points for a question's answers. |
| Engagement decay | Intent halves after quiet days, so stale leads sink. |
| Red-flag detection | Bounced email, throwaway address, or finished suspiciously fast. |
| Lead drawer | Score breakdown, activity timeline, sync status and answers. |
| Search, sort and filter | By grade, form or unsynced; by score or latest activity. |
| Tune the scoring | Thresholds, decay and points for 15 signals. |
| Hot-lead alerts | Emails your team and starts workflows once per person. |
| CSV export and copy emails | Download leads with reasons, or copy selected emails. |
| CRM syncBeta | Push leads to HubSpot, Salesforce, Pipedrive, Zoho or a webhook. |
| Feature | What it does |
|---|---|
| Emails manager | Every email in one place: on or off, recipients and timing. |
| Edit subject and opening | Reword any email with tokens; edited ones are marked. |
| Light, dark and phone previews | Preview each email the way clients will see it. |
| Send a test | Send any email to your own inbox first. |
| Client emails | Answers received, report ready, report not opened, payment received. |
| Team alerts | Draft ready, needs attention, bounced, new response, lead turned hot, report sold. |
| Daily or weekly digest | One summary at the time you choose, skipped when there's nothing new. |
| “Not opened” reminders | A nudge after a few days, with the PDF attached again. |
| Drafts-waiting nudge | Reviewers are reminded when drafts wait too long. |
| Choose who's alerted | A team alert list separate from the review team. |
| One-click unsubscribe | Clients can opt out of optional emails only. |
| Bounce and spam blocking | Hard bounces and complaints are blocked automatically. |
| Never double-send | Every email is deduplicated. |
| Branded client emails | Your logo, colour, sign-off, disclaimer and contact footer. |
| Your sender details | Sender name, from address on your domain, and reply-to. |
| Feature | What it does |
|---|---|
| Visual workflow builderBeta | A tree of steps after a trigger, with branches. |
| Six triggersBeta | Form submitted, report approved, report sent, payment received, call booked, lead turns hot. |
| Report stepsBeta | Draft the report, wait for approval, email the PDF. |
| Email stepsBeta | Confirmations, reviewer alerts and custom emails. |
| If / else branchesBeta | On answers, scores, device, language, UTM or report status. |
| WaitsBeta | Pause for hours or days before the next step. |
| App stepsBeta | Webhook, Google Sheets row, Drive PDF, CRM sync, Slack and Discord. |
| Answer tokensBeta | Insert answers and earlier steps' results into any field. |
| 8 recipe templatesBeta | Report-review-send, Slack alerts, Sheets log, Drive archive, hot-lead routing and more. |
| Test runsBeta | Run against a real response; outside sends are marked as tests. |
| Draft, publish, pauseBeta | Live workflows change only when you press Publish. |
| Run history and retriesBeta | Step-by-step history; retry from the step that failed. |
| Editable default pipelineBeta | Customise the built-in submit → report → review flow per form. |
| Signed webhooks | Every webhook carries an HMAC-SHA256 signature. |
| Feature | What it does |
|---|---|
| Slack and DiscordBeta | Post new responses and reports to a channel. |
| Google SheetsBeta | One row per response: answers, score and report status. |
| Google DriveBeta | Save approved report PDFs to a folder. |
| HubSpot, Pipedrive, Salesforce, ZohoBeta | Create or update the contact with every response. |
| StripeBeta | Take payment for reports. |
| Booking tools | Calendly, Cal.com, Acuity, Microsoft Bookings and more on thank-you screens. |
| Webhooks | Send every response to your own API. |
| One-click sign-in | Connect with OAuth; credentials are encrypted at rest. |
| Test and disconnect | Test a connection any time; warned if workflows use it. |
| Reconnect alerts | Your team is emailed if an app loses access. |
| Vote for the next app | Tap the bell on 40+ coming-soon apps, or request one. |
| Feature | What it does |
|---|---|
| Engagement funnel | Visitors, starts, completions, completion rate and median time. |
| Trend chart | Visitors against completions over 7, 30 or 90 days. |
| Drop-off by question | See exactly where people stop. |
| Devices and sources | What people answer on and where they came from. |
| Per-form table | Visitors, starts, completions and time for every form. |
| Sales and bookingsNew | Paid reports, sales after refunds and calls booked. |
| Email performance | Sent, delivered, open rate, click rate and bounces. |
| Delivery funnel | Sent → delivered → opened → clicked, plus sends over time. |
| Report pipeline | Drafted, sent, waiting on review and median time to send. |
| Feature | What it does |
|---|---|
| Monthly AI credits | Every plan includes credits (50 = $1 of AI), with alerts at 80% and 100%, then a graceful fallback. |
| Extra credits | 250 more for $10 whenever you need them. They don't expire. |
| Usage by feature | See what used your credits this month: reports, forms, translations, voice. |
| Keyboard shortcutAI | Ctrl/⌘+I opens “Edit with OneFormAI” in the builder. |
| Feature | What it does |
|---|---|
| Firm and brand settings | Name, logo, tagline, brand colour or gradient, contact footer, licence line. |
| Report wording | Booking link, sign-off, confirmation promise and disclaimer. |
| Light, dark or system | The admin follows your preference. |
| Mobile admin | A bottom tab bar and touch-sized controls for review on the go. |
| Sample data | Load or remove sample forms, reports and engagement in one click. |
| Encrypted secrets | Connected-app credentials are encrypted with AES-GCM. |
| Verified webhooks | Email and payment events are signature-checked. |
| Cross-site protection | Admin actions are blocked from other websites. |
| Password-protected admin | Keep the workspace behind a password. |
From form to finished report, automatically.
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