The latest features and product improvements in Fillout

Fillout Launch Week Days 1 & 2 ✨ Form access, visitor analytics & unread submissions

Dominic avatar
Shared by Dominic β€’ June 05, 2024

Today is the second day of Fillout's Launch Week. Here's a recap of all the updates!

⏰ Form open and expiration date

Set an automatic open and close date for any form.

πŸ”Ÿ Limit submission count

Set a max submission count, after which your form will automatically close.

πŸ–ΌοΈ Customize close page

Customize the closed form page. Format text, add links and automatically match your form’s theme.

🏠 View closed forms

See which forms are closed from the home screen and re-open them in one click.

πŸ“₯ Keep track of new submissions

The Fillout home page now displays when new, unread submissions are available.

πŸ‘€ 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.

New in Fillout ✨ Collecting meetings, custom avatar, PDF formatting & 13 updates

Dominic avatar
Shared by Dominic β€’ May 23, 2024

Over the past few weeks, our team at Fillout has been laser focused on improving Fillout Scheduling. We’re thrilled with the warm reception since the launch and thankful for all your feedback.

Here’s a look at the results, from new scheduling features to improvements to forms & PDFs, and everything in between.

πŸ“† 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.

πŸ§‘πŸ½ 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.

πŸ“‹ PDF generation font, alignment and text color

PDF generation in Fillout now supports text formatting.

Plus, generate documents in most written, non-Latin languages.

πŸ“‚ S3 integration (Enterprise)

Sync file uploads to an Amazon S3 bucket with Fillout's new integration.

🏠 Control granular permissions from the members page

Configure access for all Fillout workspaces from the admin settings page.

πŸ’Ό Salesforce "update" forms and sandbox environment

Create a form that updates existing Salesforce records. Optionally connect to a sandbox environment before going live.

πŸ“Š Summary view for "Ranking" field type

The "Ranking" field type now has a custom summary overview to help you better understand your survey results.

πŸ› Fixes and improvements

  • Many improvements to Fillout Scheduling, from making it easier to connect your calendar to how availability is computed across timezones.
  • Customize the button text that books a meeting.
  • Added a setting to display file upload limits to users, in the form.
  • Newly created webhook integrations use a cleaner format, consistent with the Fillout API.
  • Made it easier to download files from the results page.
  • Cmd-click to open a form in a new tab, from the home page.
  • Made it easier to delete form fields that haven't been modified.
  • Added an option to log out all logged in sessions for your account.
  • Added a default value setting on the date range field.

Introducing Fillout Scheduling πŸ“†

Dominic avatar
Shared by Dominic β€’ April 26, 2024

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.

πŸ“† 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.

πŸ“ž 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.

⏰ 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.

🏠 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.

πŸ“© 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.

πŸ—‚οΈ 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.

Example scheduling workflow with smart routing

⚑️ 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.

🎁 That's all for now

As always, keep us posted with any feedback. We're regularly adding new features!

New in Fillout ✨ Map PDF fields with AI, Salesforce, home page improvements & more

Dominic avatar
Shared by Dominic β€’ April 11, 2024

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 πŸ‘€).

In the meantime, we still have a number of enhancements to share - details on all of these below. Let us know what you think!

✨ Map PDF fields with AI and editor improvements

Fillout's PDF generation feature now automatically maps fields from your form, using AI. Click the ✨ icon to test it out.

The PDF editor also newly supports copy/paste and zoom in/out.

πŸ’² Current input formatting

The currency field type auto-formats large numbers with commas to make inputs easier to read.

πŸ’Ό 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!

πŸ”’ 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.

🏠 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.

πŸ—‚οΈ 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.

πŸ› Fixes and improvements

  • Added support for scripts in the HTML block field type.
  • Added the ability to change and verify your email address from the settings page, without contacting support.
  • Past submissions from deleted pages now show on the results tab.
  • Login pages now support validating users from HubSpot.

New in Fillout ✨ New integrations, quality-of-life improvements, unlimited seats & more

Dominic avatar
Shared by Dominic β€’ March 07, 2024

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!

πŸ“ 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.

newForm

πŸ“† 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!

πŸ“ƒ 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.

⬅️ 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.

πŸ”— Faster linked record pickers

Record pickers in Fillout now load ~ 2x faster when using the Airtable integration.

πŸ“« 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.

newForm

πŸ‘¨β€πŸ‘¨β€πŸ‘¦β€πŸ‘¦ 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.

πŸ› Fixes and improvements

  • "Cmd C" to copy fields. Paste fields on any form or page with Cmd V.
  • The form ID and form name are now included in webhook payloads.
  • Improved Aria Labels support for all fields.
  • Added ability to remove yourself from an organization.
  • Reuse Stripe/Calendly connections across pages and forms.
  • Subforms don't allow submitting in-progress records if marked as required.
  • Added the option to change an integration connection without removing it.
  • Improved how the progress bar displays on certain form layouts.

Fillout Launch Week Day 5 of 5 ✨ Document generation & PDF to Form

Dominic avatar
Shared by Dominic β€’ February 16, 2024

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:

✨ 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.

πŸ“ 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.

notion image

You'll get a link to each filled document on the Fillout results page.

πŸ“§ Send filled PDFs by email

Include a copy of the generated PDF in your respondent and self notification emails.

⚑️ 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.

⬇️ Let users download their PDF

Add a "Download PDF" button to your form to let respondents download the finalized PDF document after their submission.

Launch Week Day 4 ✨ Voice input & transcribe with AI

Dominic avatar
Shared by Dominic β€’ February 15, 2024

Welcome to Day 4 of Fillout Launch Week.

Today we're introducing a new way to collect input in Fillout: voice. Voice is a convenient way to collect responses for long-answer inputs or data collection in the field.

Plus, with recent advances in AI, you get accurate transcriptions almost instantly, powered by OpenAI and Azure.

πŸŽ™οΈ Voice recording field

To get started, add a voice recording field to your form.

Your users will be prompted to record a message, along with the option to pause, resume, finish and restart their recording.

The voice recording field is available on all plans, including the free tier.

πŸ“ Transcribe with AI (Business)

Enable transcription to automatically generate a transcript of every recording.

Provide a custom prompt to tailor the transcription style to your needs.

Transcriptions are powered by OpenAI's Whisper, hosted in the US or EU (Azure) depending on your plan.

βœ… Send recordings and transcripts to 3rd party integrations

Send the raw audio file and/or transcription to your 3rd party services. For example, upload recordings to Dropbox, Airtable or even use them in Zapier/Make/Relay automations.

Launch Week Day 3 ✨ Free REST API, 3rd party apps & integration tools

Dominic avatar
Shared by Dominic β€’ February 14, 2024

Welcome to Day 3 of Fillout Launch Week.

Today we released major upgrades to Fillout's developer features and tools to manage 3rd party integrations.

πŸ€– REST API is now free

The Fillout REST API lets you access your form responses programmatically, without using the Fillout site.

It's now available on all plans, including the free tier.

πŸ™‹β€β™‚οΈ View integration usage

On the Fillout integrations page, click "View usage" to see which of your forms are connected to each 3rd party service.

βœ… API improvements

Return responses before/after a certain date, fetch in progress submissions, sort responses and even obtain an edit link for any form submission.

We've also improved the response format to make it easier to work with.

πŸ”’ Restrict integrations by workspace (Enterprise)

Limit who in your organization can access each of your 3rd party accounts. Set permission boundaries across teams or different clients.

πŸ”„ Build 3rd party apps (OAuth)

Create apps that integrate with Fillout accounts.

Third party apps let you or your users access Fillout responses via API. Once someone grants access to your application, you'll have API access to fetch forms, responses and even create webhooks. Learn more here.

⚑️ Our first OAuth integration: Relay

Relay is our new favorite tool for human-in-the-loop and AI-assisted automations.

They recently released a Fillout integration with our new 3rd party app framework.

Let us know which apps you want to see integrations with next!

Launch Week Day 2 ✨ Subforms and Submission Pickers

Dominic avatar
Shared by Dominic β€’ February 13, 2024

Welcome to Day 2 of Fillout Launch Week.

Today we're introducing two powerful new field types to Fillout: the Subform and Submission picker.

These advanced fields enable a new set of data collection use cases.

πŸ” Subform

Subforms make it easy to collect repeated information in your forms.

For example, say you need your users to tell you about each of their family members.

With a subform, respondents can add as many family members as they need. Each entry opens its own customizable Fillout form.

The subform also lets users edit and resume in-progress submissions.

βœ… Validation options

Limit the number of subform responses your users can add with validation settings.

πŸ”„ Submission picker field

This field lets respondents select from previous submissions of any Fillout form, without the need for a 3rd party integration.

You can even use the selected submission to pre-fill fields or dynamically show/hide parts of your form.

πŸ‘€ Filter which submissions are visible

Lastly, set filters that determine which submissions a user can choose from.

For example, only allow users to select their own past form submissions by matching on their login email.

That's all for today! Stay tuned for the next Launch Week update tomorrow on LinkedIn or Twitter.

Launch Week Day 1 ✨ Login 2.0

Dominic avatar
Shared by Dominic β€’ February 12, 2024

Today is day 1 of Fillout’s Launch Week. Each day this week, we’re announcing a major new set of capabilities in Fillout.

Today's theme is Login 2.0. Adding the upgraded login page to your form is more than just a way to verify email addresses. It also streamlines a lot of data intake workflows - more details below!

πŸ’» Resume submissions across devices

Adding a login page to your form automatically lets respondents continue form submissions across devices, like a phone and laptop.

🚫 Limit users to 1 response per email

Optionally restrict respondents to 1 form submission per email address. A custom screen is shown to users who already completed your form.

πŸ“§ Verify email addresses and "remembered" login

The login page now lets you verify email addresses, without connecting to a 3rd party integration.

If your respondents submit multiple Fillout forms, they'll only need to verify their email on their first submission.

πŸ“ Let users edit past submissions

Enable editing past submissions to let your users see and update any of their prior responses, even across devices.

πŸ” Single Sign-On (Enterprise)

Add Microsoft, OneLogin, Google Workspaces, Okta and other types of SSO login to your form. Optionally pre-fill fields with custom SSO attributes. Learn more here.

βœ… Limit submissions to specific domains

For internal-facing forms, limit submissions to only your company domain.

That's all for today! Stay tuned for the next Launch Week update tomorrow on LinkedIn or Twitter.