Formester for Training Institutes
Collect enrollments, feedback, training confirmations, and assessments, all in one place, no coding needed.
Create Form for Free
Key Benefits
Data Security First
Keep every training evaluation, compliance form, or acknowledgment form safe with encryption, password protection, and secure links.
Smart Automations
Speed up feedback collection and compliance tracking with logic, prefilled fields, and auto-emails. Perfect for evaluations, sign-offs, quizzes, and training requests.
Professional & Scalable
Build branded training forms that scale, from onboarding new hires to tracking 1,000+ completions, no devs needed.
Real Life Use Cases
Measuring Training Effectiveness
After a session, most trainers wonder did it actually work? Did learners understand the material?
With Formester, you can easily collect feedback, test scores, and completion rates.
It helps you see what’s working and what’s not, so you can improve your courses and show real results to stakeholders.
Handling Heavy Course Registrations
When registration opens for a new batch, you often get flooded with sign-ups.
Instead of managing messy spreadsheets or answering endless emails, Formester organizes everything in one place.
This makes your process faster, more professional, and way easier to manage during busy periods.
Tracking Attendance for Company Trainings
When you train employees for a company, they expect proper attendance records.
Formester lets you take roll digitally and share neat reports right away.
This builds trust with your clients and shows them you’re running a reliable, well-organized training program.
Getting Feedback from Remote or Online Learners
Collecting feedback from learners spread across cities or even countries can be tricky.
With Formester, you just send a link and get instant responses. No follow-ups, no delays.
It makes feedback easy, so you can improve sessions quickly and keep learners engaged.
Sending Course Certificates Automatically
Creating and emailing certificates one by one takes forever.
Formester can send them out automatically as soon as someone finishes the course or passes a quiz.
This saves you time and gives learners a great experience. They get their certificate right away without asking.
Testing New Courses Before a Full Launch
Launching a new course? Test it with a small group first.
Use Formester to gather feedback, see how learners respond, and fix issues early.
It helps you avoid surprises later and launch a course that’s polished and ready to succeed.
How It Works
Create a Form
Pick a template or use AI to build a training, evaluation, or request form in seconds.
Customize It
Add questions, file uploads, or e-sign fields. Use logic to personalize by role and add your brand.
Share & Track
Send via email, link, or embed. Get real-time updates, track completions, and automate follow-ups.
Who is it for?
Wealth Managers
Easily collect client info, check risk levels, and stay on top of rules, all in one place.
Loan Officers
Make loan applications faster with step-by-step forms and quick document uploads.
Accountants & CPAs
Gather tax details, receipts, and money-related info without back-and-forth emails.
Insurance Agents
Send claim forms, update policies, and confirm training, all online and trackable.
Finance Teams
Handle audits, expenses, and policy forms without using paper or spreadsheets.
Investment Advisors
Ask the right questions to understand clients better and suggest the best plans.
At Rumie we use Formester to get feedback from our educators and volunteers. It's intuitive, fast and easy to share.
I really enjoy Formester. It’s clean and straight-forward and it does well, what it is supposed to do.
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.
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 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 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.
Create your first form for free
With the most intuitive form creator out there
FAQs
No. You can build and customize any financial form without writing a single line of code.
Yes. Use credit card and banking fields to collect payments securely.
Create tax forms, claim forms, KYC forms, invoice forms, insurance forms, and more.
Yes. You get a full dashboard to track every wire transfer form, tax declaration, or loan request.
Absolutely. All financial data is encrypted and stored securely.
Yes. Choose a plan that fits your needs. Free trial available.
Yes. Reach us anytime through live chat or email.