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V1 Public form

Product Requirements Document (PRD): Public Forms in Agency Handy

Objective

Introduce a versatile Public Form feature in Agency Handy that enables Superadmin and Admin users to create and share customizable, stand-alone forms not tied to any service.

Business Need

Enhanced Flexibility: Allow agencies to collect various data independently of services through customizable forms.
User Engagement: Provide multiple sharing options (email, links, iframes) to boost form accessibility.
Centralized Management: Enable efficient tracking and management of form responses in one location.

User Goals

Create Stand-alone Forms: Enable users to build forms that are unrelated to services with a simple drag-and-drop interface.
Share Forms Easily: Provide multiple sharing methods, including email, links, and embedded iframes.
View Responses: Offer a user-friendly interface to view and analyze form submissions effectively.

User Stories

Form Creation: As a Superadmin/Admin, I want to create public forms using drag-and-drop fields so that I can collect custom data.
Form Sharing: As a Superadmin/Admin, I want to share my public forms via email, links, or iframe embeds to maximize accessibility.
Response Viewing: As a Superadmin/Admin, I want to view and analyze form responses efficiently in a scrollable modal.

Functional Requirements

1. Form Creation

Fields Available:
Short Answer (max 120 characters).
Paragraph (max 500 characters).
Multiple Choice (Checkbox).
Selection (Radio Button).
File Upload.
Date Picker.
Formatted Text.
Spreadsheet (customizable rows and columns).
Page break
Section break
Display Text
Additional Fields: (only once ) can be used multiple times in a form. approved by Orvi, Rashik - 12-02-25 (based on user feedback development timeline will be added in next version)
Full Name,
Phone Number,
Address
Email
Company.
terms and condition
Signature
Field Customization: Each field will have a "Supported Field Section" for additional information or instructions.
Metadata for Form:
Form Name (required).
Description (optional).

2. Form Sharing Options

Email Sharing: Allow users to send the form link directly to existing client email addresses and new email addresses as well.
show the email list with which the forms are shared.
Copy Link: Generate a shareable link for the form.
Iframe Embed: Generate an iframe code for embedding the form on external websites.

3. Form Management

Public Form Sidebar: Display a list of created public forms.
Response Viewing:
On-click, show a summary of form responses.
Search option
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