Form Builder

Overview

NicklPay’s Forms Builder module gives businesses the power to create fully customizable, branded, and automated forms that connect directly to their operational workflows. From lead capture to customer onboarding to special-order requests and wholesale applications, the Forms Builder enables teams to gather information, trigger automations, apply pricing rules, and route submissions through intelligent email workflows — all without writing code.

Designed for companies that need flexible data intake across multiple brands, departments, or locations, NicklPay’s form system supports custom domains, branded templates, dynamic fields, and integrated price list logic. Every submission flows seamlessly into your NicklPay environment, making form-driven processes faster, more accurate, and fully automated.

Whether you’re capturing rental requests, service inquiries, custom product specifications, vendor applications, or internal approvals, NicklPay Forms Builder becomes the connective tissue between your customers, your team, and your data.

Key Features

Custom Form Creation

Build your own forms using an intuitive drag-and-drop interface:

• Text inputs

• Dropdowns

• File uploads

• Date selectors

• Product lookup fields

• Conditional logic fields

• Signature boxes

• Quantity selectors

• Multi-step or multi-page formats

Designed for both simple forms and intricate, logic-driven workflows.

Email Workflow Automation

Trigger automated email flows the moment a form is submitted:

• Confirmation emails to customers

• Internal notifications for your staff

• Multi-step approval chains

• Auto-sent invoices or quotes

• Follow-up reminders

• Department-based routing

Workflows can be customized per form, per domain, or per customer type.

Custom Domain Publishing

Host forms on your own domain or subdomain:

• forms.yourcompany.com

• custombrand.yourcompany.com

• partner-specific domains

• reseller domains

• location-specific domains

Perfect for businesses managing multiple brands, catalogs, or partner networks.

Price List Integration

Attach price lists directly to your forms to enable:

• Automated quoting

• Customer-specific pricing

• Wholesale/retail tier pricing

• Location-based pricing

• Conditional pricing logic

• Add-on fees or configurable product pricing

Form submissions can instantly generate quotes or populate draft orders with accurate pricing.

Dynamic Product Fields

Integrate product data directly into your form so users can:

• Select SKUs

• Choose options from custom product creation

• Pick quantities

• Build kits or bundles

• Request customizations

• Generate variant combinations

Perfect for B2B quoting, rentals, special orders, and promotional product workflows.

Approval, Review & Routing Workflows

Set rules for when a form requires:

• Manager approval

• Multi-step authorization

• Finance or compliance review

• Inventory validation

• Pricing approval

• Automated assignment to teams or locations

Ideal for enterprise request flows.

Real-Time Data Sync

All submissions automatically flow into:

• Customer Accounts

• Order Management

• Inventory (if product quantities are involved)

• Nickl.AI for insights or action

• CRM or ticketing tools (via API)

No manual exporting or re-entry.

How It Works

1. Build Your Form:
   Drag and drop fields, add conditional logic, design the layout, and apply your brand’s visuals.

2. Assign Domain & Pricing Logic:
   Attach custom domains, price lists, and visibility conditions.

3. Configure Email Workflows:
   Set up confirmation emails, internal routing, and automated responses.

4. Publish & Share:
   Embed on your website, share via link, or integrate with catalogs or customer portals.

5. Receive & Process Submissions:
   Submissions appear instantly in NicklPay with all related data (products, pricing, customer info).

6. Trigger Automations:
   Approvals, quotes, invoices, tasks, and AI-driven actions (via Nickl.AI) begin automatically.

Benefits

• Fully Customizable Without Coding
  Empower teams to build exactly the forms they need, when they need them.

• Consistent Branding Across All Touchpoints
  Custom domains and brand theming create a seamless customer experience.

• Eliminates Manual Data Entry
  Automatically syncs to Orders, Customers, Pricing, and Inventory.

• Accelerates Sales & Operations
  Forms instantly trigger workflows, approvals, and notifications.

• Perfect for Multi-Brand or Multi-Location Businesses
  Each brand or location can operate its own form logic and routing.

• Integrates With the Entire NicklPay Ecosystem
  The moment a form is submitted, it becomes real-time operational data.