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Why use Moxie’s custom form builder?

Use intake forms to save time

If time is money, that means efficiency is an ATM. It’s easy to forget an important question in a call or email thread — and do you really want more of either? — so use forms to cut out manual back-and-forth with clients.

You’ll waste less time without negatively affecting client experience.

moxie form builder
custom form building

Professional client onboarding made simple

Doctors, mechanics, and plumbers have diagnostic tests. Creatives and consultants should too. The right forms streamline onboarding, position you as an expert, and help you pull out the insights needed to write strong proposals.

The votes are in... Freelancers love Moxie.

See what we mean by “stupid-good tools”

In a Moxie’s agreement, you can combine forms and questionnaires with schedulers, contracts, signatures, and payment processing to create a complete — and pretty snazzy — onboarding experience. Save it as a template and take a client from “barely know you” to “biggest fan” with a single link.

save forms as templates
sync moxie forms

Internal tools and simplified form submission

Moxie’s forms work in tandem with the other features.

  • Combine them with an email templates to help with initial client discovery.

  • Connect one to your meeting scheduler so you always go in prepared.

  • Add one form to your proposal to kickstart the onboarding experience

Best of all, keep all that info in Moxie without so much as a “copy paste.”

Who is this feature perfect for?

Moxie’s Freelance Form Builder is ideal for:

  • Creative freelancers who need to gather info before pitching or designing

  • Consultants and coaches who want more professional onboarding

  • Solopreneurs tired of emailing back and forth for simple answers

  • Freelancers scaling their business and looking to automate discovery

  • Anyone who’s ever said “Why didn’t I ask that sooner?”

If you want smoother onboarding, better project clarity, and less time wasted on admin, this feature was built with you in mind.

save forms as templates

FAQ: Moxie Freelance Form Builder

Can I create templates for frequently used forms?

Absolutely. Save your forms as templates so you can reuse them with different clients, projects, or services. Create once, use forever.

Do forms integrate with other Moxie tools?

Yes! Moxie forms can be paired with meeting schedulers, proposals, invoices, contracts, and more. They’re fully integrated into your end-to-end workflow.

Will clients need a login to fill out a form?

Nope. Clients can fill out and submit forms without needing to log into anything. It’s frictionless for them and stress-free for you.

Is there a limit to how many forms I can create?

No limits here. Create as many forms as you need and customize each one to match your services, style, and workflow.

Forms

Information gathered

Get started with Moxie
Starter
A foundation for managing projects and clients, creating invoices and organizing future opportunities.
$12/month
Or $10/month when you pay annually
Pro
White-labeled client portal and ticketing system to wow your clients, plus a business phone line and automations.
$25/month
Or $20/month when you pay annually
Teams
Collaborative projects and tasks and custom access levels for your accountant, assistant, and business partner.
$40/month
Or $32/month when you pay annually
More details and FAQs