For the past few weeks, our team's been focused on a number of long-standing feature requests in Fillout.
Read on for updates to Fillout Scheduling, calculations, payments, the conversion kit & 2 new integrations π
π Date calculations
Calculate the time span between two dates. Use the result in conditional logic, answer piping or anywhere in your form.
β‘οΈ Trello and Tag Manager integrations
Fillout now integrates natively with Trello (by Atlassian) and Google Tag Manager.
π² Verify email and SMS (Conversion Kit)
Add one-time passcode verification to validate emails and phone numbers. Requires the conversion kit.
ποΈ Book Fillout Scheduling meetings on final form submission
Choose whether Fillout Scheduling events are booked right away or when your entire form is completed, e.g. after collecting a payment.
π³ Payment testimonials
Add a testimonial to boost conversion rates on your Stripe payment page.
π Fixes and improvements
Our team recently traveled to San Francisco for a week-long hackathon.
We had one goal: make the Fillout editor "silky smooth".
Hereβs the result!
βͺοΈ Undo + redo (cmd + Z)
Press cmd + z to undo a change in the form editor, like restoring a field or page.
π Instant publish button
The publish button instantly lights up when you make a change to your form. No delays.
π Easier answer piping and logic
We completely redesigned Filloutβs βreference pickerβ, making it easier to reference fields.
π Improved accessibility and βescβ to close
Popups in the Fillout editor are more consistent and close with βescβ.
π Improved page navigation bar
Itβs easier to rename, reorder and add new pages to your form.
πFixes and improvements
Last but not least, we're excited to share key improvements to making Fillout the best product for embedded forms.
Some of these features are specific to embeds, while others apply regardless of how you share your forms.
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And in case you missed it, here are all the updates from this Launch Week.
β‘οΈ Faster image loading and forms
Images and forms load over 2x faster, powered by Cloudflare's CDN.
πΌοΈ Embed previewer
See what each embed type will look like and test different settings.
Then, just click to copy your embed snippet.
β Dynamic resizing popup
Enable "Auto-resize height" on the popup embed to have your form height automatically adjust based on the number of questions per page.
π Embed fixes and improvements
In small embeds, dropdowns are no longer cut off. Embed animations are also smoother, to make your form a native part of your site.
π In case you missed it, updates from earlier this week:
π Round Robin Scheduling: Fillout is the first to offer rotating appointment bookings for free. Check out the demo video here.
βοΈ Signature field 2.0: Choose how you signβtype, upload, or draw your signature.
π Excel online integration: sync responses natively to Excel.
Fillout now has a brand new Stripe integration.
Accept orders, memberships and event registrations with a custom form, powered by Stripe and 0% added fees.
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Check out the video overview here or the details below π
π³ 3 flexible payment types
One time payments: For products, services or digital goods.
Subscriptions: Sell a subscription or membership, synced to Stripe.
Pay-what-you-want: For donations and tipping. Set a min/max and suggested amount.
ποΈ Allow discount codes
Let your customers apply discount codes.
Optionally pre-fill discount codes from form fields or the URL.
π¦ Payment methods
Offer credit card, ACH bank account, Affirm and Stripe link payments.
πΌ Create a Stripe Customer
Enable collecting email addresses to automatically save payment methods to a Stripe customer.
π¨ Customize your payment page
Set a product image, description, checkout title, custom theme, CTA and more with the new payment page layout.
π Offer a free trial & advanced settings
Offer a free trial as part of your subscription payment form.
Optionally send a receipt to customers and set a custom payment description.
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Today is the second day of Fillout's Launch Week. Here's a recap of all the updates!
β° Form open and expiration date
Set an automatic open and close date for any form.
π Limit submission count
Set a max submission count, after which your form will automatically close.
πΌοΈ Customize close page
Customize the closed form page. Format text, add links and automatically match your formβs theme.
π View closed forms
See which forms are closed from the home screen and re-open them in one click.
π₯ Keep track of new submissions
The Fillout home page now displays when new, unread submissions are available.
π Unique visitors and form views
Fillout now automatically counts unique visitors and page views. View these stats on the analytics tab.
*Note that visitor counts are displayed on new forms, on a go-forward basis.
Over the past few weeks, our team at Fillout has been laser focused on improving Fillout Scheduling. Weβre thrilled with the warm reception since the launch and thankful for all your feedback.
Hereβs a look at the results, from new scheduling features to improvements to forms & PDFs, and everything in between.
π Collective meetings & guest emails
Fillout Scheduling now supports meetings with multiple hosts.
For example, create a scheduling form to meet with multiple members of your team. Fillout will make sure everyone is available.
Plus, let invitees add other team members while booking.
π§π½ Set a custom avatar or logo
Set a custom image for your scheduling form. Or, under your Fillout account settings, update the profile picture used on all your meeting links.
π PDF generation font, alignment and text color
PDF generation in Fillout now supports text formatting.
Plus, generate documents in most written, non-Latin languages.
π S3 integration (Enterprise)
Sync file uploads to an Amazon S3 bucket with Fillout's new integration.
π Control granular permissions from the members page
Configure access for all Fillout workspaces from the admin settings page.
πΌ Salesforce "update" forms and sandbox environment
Create a form that updates existing Salesforce records. Optionally connect to a sandbox environment before going live.
π Summary view for "Ranking" field type
The "Ranking" field type now has a custom summary overview to help you better understand your survey results.
π Fixes and improvements
Some big news: we just released a new product, Fillout Scheduling.
Book meetings on your Google Calendar with a native scheduler. It's free for your entire team and integrates closely with your existing forms.
π Book a time on your calendar
Send anyone a customizable link to book time on your calendar.
Fillout handles rescheduling & cancellations out-of-the-box.
π Zoom, Google Meet & custom locations
Fillout Scheduling integrates with Google Meet and Zoom. Alternatively, set a custom location or ask prospects for their phone number.
β° Set your availability
Choose which days and times you'd like to accept meetings.
If needed, set buffer times, limited booking ranges & minimum notice rules.
π Manage scheduling links in one place
Fillout's new "Scheduling" tab displays all your meeting links. Create and view booking links for other team members with one click.
π© Control permissions with "basic" users, for free
Adding collaborators is always free in Fillout. If you don't want to add your team as admins, you can now add them as "basic users", even on the free tier.
Basic Users can create scheduling links but can't edit your existing forms.
ποΈ As flexible as a form
Add a form page to your scheduler and collect invitee details with Fillout's 50+ customizable question types.
Collect payments before a booking or conditionally route users to different booking pages.
β‘οΈ 3rd party integrations
As with forms, Fillout Scheduling integrates natively with your favorite 3rd party tools. Send booking details to Airtable, Notion, Google Sheets, HubSpot, Salesforce and more.
π That's all for now
As always, keep us posted with any feedback. We're regularly adding new features!
Over the past few months, the Fillout team's been working on two exciting new initiatives that we can't wait to unveil (more on these soon π).
In the meantime, we still have a number of enhancements to share - details on all of these below. Let us know what you think!
β¨ Map PDF fields with AI and editor improvements
Fillout's PDF generation feature now automatically maps fields from your form, using AI. Click the β¨ icon to test it out.
The PDF editor also newly supports copy/paste and zoom in/out.
π² Current input formatting
The currency field type auto-formats large numbers with commas to make inputs easier to read.
πΌ Salesforce integration (Enterprise)
The native Salesforce integration is now available to all Enterprise customers. We're continuing to deepen the integration - let us know if you have any feature requests!
π New validation rules
Require a minimum number of files on the file upload field.
For long answer inputs, set a max number of characters and Fillout will display the number of characters in real-time.
π Home page improvements
Choose between grid and column view to organize your workspace.
Plus, disable and enable forms in one click, directly from the home page.
ποΈ Linear integration
Fillout now integrates natively with Linear, the leading project management tool for startups.
Create Linear issues from your Fillout forms to manage bug reports, new project proposals, internal requests and more.
π Fixes and improvements
Our team's been keeping busy since Fillout Launch Week, with an emphasis on quality-of-life improvements to existing features.
We also have several newly released native integrations - details on all the updates below!
π Google Drive and OneDrive Integrations
Allow respondents to upload files to Google Drive or Microsoft OneDrive with your Fillout forms.
Optionally create dynamic folders and add a prefix to each file name.
π cal.com integration
Fillout now integrates with cal.com, the leading open-source scheduling platform. Let us know what you think if you try it out!
π New PDF display options and improvements
Fillout's PDF integration now supports displaying multiple choice fields as plaintext, instead of checkboxes. We've also fixed a lot edge cases with more complex documents.
β¬ οΈ Set back button position
In your advanced theme settings, set the back button to appear near the next button, instead of the top left corner.
π Faster linked record pickers
Record pickers in Fillout now load ~ 2x faster when using the Airtable integration.
π« Microsoft Teams integration
Send form responses to your Teams channels. Optionally send to different channels based on the response and define custom messages.
If you use Slack instead, take a look at our existing Slack integration.
π¨βπ¨βπ¦βπ¦ Free, unlimited seats on all plans
In case you missed it, you can now invite your whole team to Fillout, for free. More on why we made collaborators free here.
π Fixes and improvements
Welcome to the last day of Fillout Launch Week. Thanks for following along!
We've saved the biggest update for last. Fillout now has native PDF and document generation features, plus an AI-powered tool to turn your PDFs into online forms. Here's how it works:
β¨ PDF to Form
Try out the upgraded PDF to Form tool. Upload a PDF or document with question fields to get started. The new tool is much faster and doesn't limit the size of your PDF.
Plus, Fillout generates a form that automatically fills your PDF each time a new submission is received.
π PDF workflows on existing forms
You can add multiple PDF workflows to existing forms, too.
Head to the integrations tab and choose Generate PDF. Then, map your form fields to any part of the document.
You can even map checkboxes, signatures and non-question fields.
You'll get a link to each filled document on the Fillout results page.
π§ Send filled PDFs by email
Include a copy of the generated PDF in your respondent and self notification emails.
β‘οΈ Upload filled PDFs to 3rd party apps
You can automatically upload generated documents to 3rd party apps, like Airtable, Notion, SmartSuite, GoogleSheets, Dropbox, and more.
β¬οΈ Let users download their PDF
Add a "Download PDF" button to your form to let respondents download the finalized PDF document after their submission.