Product Spotlight! Indition CRM™ Turn leads into customers! Learn More

Save Time & Duplicate Designs

Save your forms to re-use, so you can save time later. With Indition Form Builder, you can even apply a different design while keeping the same fields on a form. Test out different versions of the same form, so you can see what works best to connect with more potential clients.


Personalize Client Experiences

Get instant email notifications when clients submit a form. You can choose whether they’ll receive one of our automatic email responders or your own custom content. Indition Form Builder even lets you create conditional actions, triggered by a user’s field selections. Using conditional logic, you can follow up with specific clients based on their answers for a more personal experience.

High quality accounting forms for your financial advisors

Valuable Data & Feedback

Whether you want to streamline the paperwork process, turn more website visitors into clients, collect contact information, or ask for feedback, Indition Form Builder offers flexibility and features that make data collection more efficient for financial advisors.

Simple Integrations

Indition Forms work with what you already use. Easily create links or embed forms on your website, no matter which content management system you use. Integrate your Indition forms with Magento or take advantage of custom integrations to easily deploy your form and start collecting data right away.

Fully Customizable

Choose from our library of pre-built fields to add to your form, or build any type of custom field you need. Enjoy a full range of options including multiple choice, true/false, comment fields, and just about everything else.

Visitor Tracking & Reporting

Use the landing page visitor tracking feature along with detailed reports to see whether your visitors are converting to form submissions. Set up custom time periods to track the quantity of submissions and number of unique respondents. Gain new insights and see trends in a straightforward format with visual graphs.

Indition Desktop & Mobile Forms


Powerful features at affordable prices, available instantly.


Enterprise Plans Available! Learn More

FreeBronzeSilverGoldPlatinumMobile App
Includes AdvertisingNo AdvertisingMore Forms, More SubmissionsMore FeaturesAll FeaturesAll Features & Mobile App
Monthly PriceFREE$5$15$35$85$185
Annual Price Option (1 Month Free)FREE$55$165$385$935$2,035
Number of Forms5550UnlimitedUnlimitedUnlimited
Submissions Per Month50501,00010,000100,000100,000

Form Features
150 Pre-Built Forms
Custom Forms
Unlimited Form Fields
Over 35 Field Types
Drag & Drop Field Ordering
iframe Embed Code to Website
JavaScript Embed Codes
Preview Before Submission
Unique Constraints on Fields
Sub Labels for Fields
Field Default Values
Stored Values
E-Signature Field
DocuSign Signatures
reCaptcha/ SPAM Protection
Multi-Selection Fields
Date & Time fields for Scheduling
Form Duplication
Field Validation
Duplicate Submission Guard
International Phone Numbers & Postal Codes
Automatic Email Confirmation
Custom Masked Input Fields
Hidden Fields
Form Field Duplication
Text & Images in Forms
Repeating Sections
Payments with PayPal
Payments with Stripe
File Uploads (multi-file upload)25MB100MB250MB2GB5GB
Conditional fields
Save and Resume Later
Password Protected Forms
Custom Code Protected Forms
Customizable Protected Form Login Page
Custom Page URLs
Stop Point / Multi-Part Forms
Calculated fields
Database Lookup Fields
Field API Validation
Form API Validation
Form Data API Lookups
Lookup Tables for Selection Field Population
Custom Query Writing for Selection Field Filtering
Import PDF Forms
Import HTML Forms (Files and from URLs)
Mobile Forms iPhone & iPad App

Design Features
FreeBronzeSilverGoldPlatinumMobile App
Indition Branding
Pre-built Page & Form Designs
Multi-Step Form Designs
Responsive Forms
Stop Point, Multi-Part Forms
Multiple Designs Per Form
Drag & Drop Designer
Track Submission by Design
Include/Exclude Optional Fields
Design Control at Element Level
Customize Fonts, Colors, Backgrounds & Borders
Custom CSS
Themes & Form Designs
Brandable Pages with Logos
Submit Button Design Control
Form Design Duplication
Mobile Forms iPhone & iPad App
Easily brand your form with your logo
Form View
Page View
Custom Page URLs
Search Engine Indexing Control
Print Form Designs
Custom Domain Names
Google Analytics Support
Google Analytics Event Tracking
Google Ads Conversion Tracking

Post Submission Actions
FreeBronzeSilverGoldPlatinumMobile App
Multiple Actions per Submission
Custom Thank You Message in Place or Modal
Conditional Thank You Messages
Stop Point Thank You Messages
Post Submit Redirects
Conditional Redirects
Stop Point Redirects
Basic Email Notifications
Custom Email Notifications
Responder Email Notifications
Multiple Recipient Email Notifications
Conditional Email Notifications
Stop Point Email Notifications
Stop Point Mobile App Push Notifications
Indition CRM API Posts
Conditional Indition CRM API Posts
Salesforce API Connections
Conditional Salesforce API Connections
URL API Posts
Conditional URL API Posts
Custom API Connections
Conditional Custom API Connections
Generation of PDF of Submission
Generation of XLSX of Submission
Sending Calendar Invites based on date/time fields

Reporting
FreeBronzeSilverGoldPlatinumMobile App
Forms Dashboard
Form Submission Reports
Form Design Submission Report
Daily Form Submission Report
Field Summary Report
Export Reports To Excel & PDF
Landing Page Vistior Tracking

Additional Features
Asset Manager
New User Invites
Custom Integrations
Single Sign-On (SSO)(Enterprise Only)
SupportKnowledge BaseKnowledge BaseEmailEmail/PhoneEmail/PhoneEmail/Phone