Collaborative Forms & Surveys
Enable form collaboration by allowing multiple users to work together in real-time on collaborative forms or surveys.
Try it yourself
Assign Roles Easily
Decide who can view, edit, or manage each form by setting roles for each team member.
Collaborate in Real-Time
Multiple people can work on a form at the same time, with instant updates so no more back-and-forth emails or waiting.
Protect Sensitive Data
Limit access to certain forms or responses, so only specific team members can view or edit private info.
Speed Up Teamwork
With access management, your team can work faster, with fewer delays and less back-and-forth for approvals.
Stay on Brand
Create templates and control who can edit them, keeping all forms looking consistent and professional.
One Secure Spot for All Data
Store all forms and responses securely in one place, so team members with access can find what they want quickly.
How to Invite Members to Your Organization
When you sign up for Formester, it creates an organization for you. When you invite others, they’ll see your organization, and when others invite you, you’ll see theirs. You can switch between organizations to view the forms you have access to.
Navigate to Organization Members
Navigate to “Organization members” in the “Teams” tab.
Invite members & assign roles
Then Invite members to your organization and assign any one of the two types of access.
Admin: Full control over all the forms and settings in your organization.
Staff: Can only access the forms which they were given access to at the form level.
Collaborate
After accepting the invitation, the invited member can view your organization in the top right corner.
How to Create Teams & Assign Roles
With the “Teams” feature you can invite multiple people and group them together as a team. Then assign specific roles on the form level. This is great for internal forms or surveys.
Create a Team
Navigate to the “Teams” tab, then create a new team
Invite Members & Assign Roles
Then invite the members via email and assign any one of the two types of access.
Maintainer: Manages team memberships, roles, and has full access to all forms assigned to the team.
Member: Can access forms assigned to the team but can’t manage members.
Collaborate
Setup form level access to the specific team to collaborate on specific forms or surveys.
Setting Up Form Level Access
“Form Level Access” means you can choose who gets access to each form or survey. You can give access to specific people or an entire team for any individual form.
Create a form or a survey
Use our pre-built templates or our AI form generator to quickly create any type of form or survey you’d like in minutes.
Invite people & Assign Roles
To invite people into the form, head over to the “Share” tab and add members into that form by searching for them.
Then assign the roles you want to give to those individuals or the entire team.
Maintainer: Full form control, including access management and all editing capabilities.
Editor: Edit and manage form content and submissions, but cannot control who has access to the form.
Viewer: Can only view the submissions, analytics and submit the form or survey.
Submitter: Can only submit the form or survey.
Testimonials
At Rumie we use Formester to get feedback from our educators and volunteers. It's intuitive, fast and easy to share.
I'm migrating my forms from Paperform, where I've been a user for over 4 years. Loving the software so far! I've already replaced Paperform form embeds & popups on my sites & my husband's websites with Formester forms
I really enjoy Formester. It’s clean and straight-forward and it does well, what it is supposed to do.
Formester is simple enough for non-developers and sophisticated enough for developers. I'd say being able to choose between simplicity and complexity is one of this product's strengths. In addition, the founder is available to answer questions and doubts, which does not happen every day.
I was searching for a long time for a product I could use to send newsletters and surveys to my database. I tried so many different types of software and I found many of them difficult to use and slow to learn how to operate. But Formester was super easy to set up, and the usability is seamless! I highly recommend!
Formester is really easy to use and an exceptional alternative for Typeform. We use it for call for papers, lead registrations, feedback and surveys and it cannot be simpler.
FAQs
A collaborative form is a form that lets several people work on it at once. Everyone can add or change information and share ideas, making it great for teams to gather input in one spot.
You might need a collaborative form if you have a team and want everyone to share their ideas easily. It helps you get feedback and make changes together, saving time and improving teamwork.
Yes! With Formester’s “Form Level Access,” you can pick who sees or edits each form, either by adding specific people or entire teams.
Formester only allows people to access what they can see. You assign roles like Viewer or Editor to make sure sensitive info stays secure.
Absolutely! You can quickly remove them from your organization, which instantly blocks their access to all forms and data.
Not at all! Changing a role updates access immediately. This does not affect current work, so it’s easy to make changes.
No, the Form Access Management feature is only available for Business and Enterprise users. See our pricing to learn more.
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