Hi Oswaldo, You can configure your WhatsApp number in your form and allow users to submit their response to WhatsApp. When a user submits the form, Neartail composes their order as a message and opens it in WhatsApp. Users can click on the send button to send their order as a WhatsApp message to you. Please note that this is not an automated notification, but a message that the user sends manually. Currently Neartail does not have the option to submit the response to a WhatsApp group or send it to multiple WhatsApp numbers at the same time, but you can send the responses to different WhatsApp numbers based on the form response. Instead of configuring a WhatsApp number, you can select a form field with the WhatsApp number so that response is submitted to that number. You can create unique prefill links to autofill the WhatsApp number or use the IFS function to set the WhatsApp number based on the preferred criteria. When a user submits the form, the response will be sent to the respective WhatsApp number. Add a field for WhatsApp number In the Neartail Edit page, click on the + Add question button > enter the title "Submit to WhatsApp number" (change as required), select Short answer question type > click on the settings gear icon for this question > Question settings page will be displayed > click Answer > enter the IFS formula in the Calculate option, change the Appearance to hidden and click Save. Note: You can also mark this field as readonly if you would like to show the whatsapp number to the user filling the form. Configure WhatsApp number in the form Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the gear icon next to the Submit button > Button settings page will be displayed > click On submit > select Submit response to WhatsApp > click Dynamic routing > Get number from this field option will be displayed > select the "Submit to WhatsApp number" field from the list and click Save.

Create an order form https://neartail.com/order-forms/ You can use the Neartail templates to easily create your order form. Pick a template, edit it to add your products and customize the theme settings for your account. Submit orders to WhatsApp If you would like to receive orders on WhatsApp, you can configure your WhatsApp number in your form. When a user submits the form, Neartail composes their order as a message and opens it in WhatsApp. Users can click on the send button to send their order as a WhatsApp message to you. Please note that this is not an automated notification, but a message that the user sends manually. Login to Neartail > click on the form to open it > Edit page will open in a new tab > In the Edit page, click on the gear icon next to the Submit button > Button settings page will be displayed > click On submit > select Submit response to WhatsApp > configure the WhatsApp number and click Save. Please note that you must enter the country code when configuring the WhatsApp number. Once configured, the number cannot be changed. Share QR code or form link to collect orders Login to Neartail > click on the form to open it > Edit page will open in a new tab > click Share > In the Share page, click Link > copy the link and share it with your users to collect orders or download / print the QR code for your form and use it to collect orders

Hi Ann, To change the logo displayed in the footer, you need to be on a paid plan. Login to Neartail. Click on the form to open it. Edit page will be displayed. Click Preview. In the Preview page, theme settings will be displayed in the right pane. Click Page. Upload your logo and click Save. When you subscribe to the paid plan, the profile picture in the footer will be automatically replaced by the logo you have uploaded.

Hi Lea, You can setup your form to record the score in google forms and include it in the confirmation message displayed after submit. When you choose to record it in google forms, the appearance for the score field will be automatically set to hidden so that users can't see the score when they are filling the form. Otherwise, users might edit their answers to change the scores. Login to Formfacade > click on the form to open it > Edit page will be displayed > In the Formfacade Edit page, click on the score field to select it > click on the settings gear icon > Question settings page will be displayed > click Answer > change the appearance as needed and click Save.

Hi Chad, you can choose the preferred report in the Formfacade Reports page. If you would like to view the responses, select Response Summary. If you would like to view the points instead of the responses, select Score Summary. Response Summary - Shows the answers for all the questions in the form Score Summary - Shows the points for scoring questions along with the answers for other questions in the form

Hi Nick, If you would like to prefill answers in the form by passing values via url parameters, you can refer to the post below. https://near.tl/support/forum/neartail/it-is-possible-to-prefill-one-text-field-with-a-pa.-OKHDUOaRif6xp1qkGUM.html

Hi Nick, If you would like to charge a fixed fee by default for each order, you can choose the "Flat fee" as the product type and specify the price. The users won't see this product in the form. The price of the flat fee product will be automatically added to the amount. If you would like to users to select an item to place an order, then you can add a product sold by quantity, weight or with variants. If you want the users to rent a projector, you can use one of the options below. Product type: Sold by quantity Product title: Rent Projector Product price: $$$ Quantity options: 1 By default, 1, 2, 3, 4 and 5 will be added as quantity options. you can delete 2, 3, 4 and 5. Product type: Sold by variants Product title: Rent equipments Variants: Projector By default, 1, 2, 3, 4 and 5 will be added as quantity options. you can delete 2, 3, 4 and 5. If projector is the only equipment that they can rent, the you can directly specify the product price. If there are other equipments, then add them as variants and use the variant price option to specify the price for each equipment.

Hi Rob, The unique ID is generated after the user submits the form. Therefore, it will not be recorded in Google Forms; only the answers to the questions in the form will be recorded in Google Forms and the linked Google Sheets. You can use Formfacade Reports or export the data.

Most likely you have selected the Restricted option for Responder view allowing only specific people to access the form. You must always set it to "Anyone with the link" to use the google form with Formesign. Once you have updated the publish settings, please sync the changes with Formesign. Open your form in google forms > click on the addon icon > click Formesign > click More options > click Update or Customize to sync the changes.

Hi Juan, you can append the google forms prefill url parameters to the near.tl share link to prefill answers in the form. Form link: Login to Neartail > click on the form to open it > Edit page will be displayed > click Share > In the Share page, click Link > copy the short link for the form. https://near.tl/sm/2UKqqaoBX Google Forms prefill url parameters: Open a form in Google Forms > In the top right, click More ⫶ > Select Pre-fill form > Fill in any answer fields you want to pre-populate > Click Get link > copy the prefill parameters ?entry.742112851=123456 Form link to prefill reference number in the form: Append google forms prefill url parameters to the short link and use it to collect responses. https://near.tl/sm/2UKqqaoBX?entry.742112851=123456

Hi Tanu, You can use the Formfacade - Assign points addon to assign different values for answer choices and add score calculations in your form. Open your form in Google Forms > click on the addon icon > click Formfacade - Assign points > click Configure score > select the question type, assign the points, click Next > enable the option to record the score in google form and display it in the confirmation message, click Next > click Proceed > Formfacade Edit page will open in a new tab > click Share > copy the short link and use it to collect responses. If you need to assign different points for questions in the form, click on the question to select it > click on the settings gear icon > Question settings page will be displayed > click Answer > assign the points for different answer choices and click Save. Repeat the above steps for other questions. Note: Scorecery addon has been renamed as Formfacade Assign points addon Formfacade - Assign points addon https://workspace.google.com/marketplace/app/formfacade_assign_points/706030115252 Demo video https://youtu.be/zberDwRdLv8 Calculate total score (add points for all questions the form) https://formfacade.com/calculate/assign-different-points-for-each-answer-in-multiple-choice-question-and-calculate-total-score.html

You can close the form to stop accepting responses. When you close your form in Neartail, users will not be able to view the form or submit their response, but you can edit the form and manage responses. Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Neartail Edit page, click on the form title to select it. Click on the settings gear icon next to the form title. Form settings will be displayed. Click Advanced. Check Close this form option, add a custom message and click Save.

Login to Formfacade using the registered email account. Click on the form to open it. Edit page will be displayed. Click Preview. In the Preview page, theme settings will be displayed. select Minimal theme. Click Page. Enter the required text in the Business name (header / account name), Footer (This site belongs to...), upload your logo and click Save. Please note that the theme settings are for your account and it will be applied for all the forms you create using your account. Colorful vs Minimal theme. You can either choose the Colorful or Minimal theme and customize the colors, fonts. In the Colorful theme, the banner image will be set as a cover image that will be displayed at the top. Users will have to click on the start button to view the form. The banner image has an overlay depending on the primary, secondary color. The color for the header displayed on scroll will be set automatically based on the primary color selected for this theme. Please note that the logo is displayed only in the footer in the Colorful theme. In the Minimal theme, the banner image will be displayed above the form title. Users will directly see the form when they open the link. You can set the primary color that will be used for the button and select the preferred background color for the page

Login to Formesign using the registered email account. Click on the form to open it. Edit page will be displayed. Click Preview. In the Preview page, theme settings will be displayed in the right pane. Click Page. Enter the required text in the Business name (header / account name), Footer (This site belongs to...), upload your logo and click Save. Please note that the theme settings are for your account and it will be applied for all the forms you create using your account.

Open your form in google forms > click on the addon icon > click Formfacade > click Embed in a webpage > Embed setup wizard will be displayed > select embed in Google Sites, click Next > copy the headless url for the form, replace it in the iframe code below and then use it to embed the form in your webpage. You can change the height as required. <iframe width="100%" height="300" frameborder="0" src="https://formfacade.com/headless/..."></iframe>

Hi Chiranjeevi, You can use the ${BILL()} or ${response()} formula in the message to setup to automatically include the order summary in the email. ${BILL()} - This will show a summary of the products ordered in a bill format, including product name, quantity, unit price, and amount. ${response()} - This will show a summary of all the answers in the form, including products ordered and other fields such as contact details. Login to Neartail > click on the form to open it > Edit page will be displayed > click Orders > In the Orders page, click on the three dots more icon for the Submitted status > click Notify Respondent > Setup wizard will be displayed > select email field, click Next > update the subject, click Next > update the message to include the ${BILL()} or ${response()} formula and click Next to complete the set up.

When you subscribe to the paid plan, you can either choose the monthly or annual option. Monthly subscription is automatically renewed each month and you can cancel it anytime. Once you cancel your subscription, you will not have access to Neartail. If you would like to keep the data, you can export it to google sheets before you cancel your subscription.

Hi David, Neartail does not have the option to collect open-ended text (such as names, numbers, or comments) for a customizable product. The workaround is to add a paragraph question below the order summary to collect these details, but you will not be able to automatically charge a fee for this.

Hi Isaac, There was an issue with Google Forms integration due to a recent update in Google Forms. We have implemented a fix. By default, the orders will be recorded only in Neartail. You can view them in the Neartail Orders or the Neartail Reports page. If required, you can enable the option to submit it to google forms. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the form title to select it > click on the settings gear icon > Form settings page will be displayed > click Advanced > enable the Submit to google forms option and click Save. Please try this and let me know.

Hi Margo, There is an issue with Google Forms integration due to a recent update in Google Forms. We have implemented a fix. By default, the responses will be recorded only in Formfacade. You can view them in the Formfacade Responses or the Formfacade Reports page. If required, you can enable the option to submit it to google forms. Login to Formfacade > click on the form to open it > Edit page will be displayed > In the Edit page, click on the form title to select it > click on the settings gear icon > Form settings page will be displayed > click Advanced > enable the Submit to google forms option and click Save.

Are you referring to abandoned responses? If you have enabled the Strict privacy option, the Abandoned status will be hidden. Disable strict privacy Login to Formfacade > click on the form to open it > Edit page will be displayed > click Responses > In the Responses page, click on the three dots next to the Trash status > You can disable the privacy settings and click Save. Note: The abandoned responses will not be displayed in the mobile app. The Inbox will show only the submitted responses.

If you have signed in with multiple google accounts in your browser, sometimes you might get this error. Open an incognito window in your Chrome browser (make sure that the cookies are enabled), login using your google account and then set up the sync to drive.

Yes, you can cancel your subscription at any time, even if you pay for one year upfront. However, please note that annual subscriptions are non-refundable, so you won't receive a refund for the remaining months after cancellation. You will still have access to the features until the end of your subscription period.

Hi Megan, If you add a new category page with products, you must update the category settings to include it in the quick navigation list on the homepage and the search option. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the grid icon in the bottom right corner at the end of home page (or any page) > Show categories settings page will be displayed > enable the new category and click Save.

Hi Rodrigo, Neartail branding will be automatically removed in the Neartail Enable paid plans. https://neartail.com/enable/pricing.html When you subscribe to the paid plan, the profile picture will also be automatically replaced by the logo uploaded in Theme settings. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the profile name in the top right corner > click Change theme > The Theme settings page will be displayed in the Preview page > click Page > Enter the preferred text in the Business name (header) option, Footer option (replaces "This site belongs to...") and click Save. You can upload your logo to replace the default profile picture. Please note that the header, footer, logo and theme settings are for your account and it will be applied to all the forms you create using your account.

Send confirmation emails to form respondents Login to Formesign > click on the form to open it > Edit page will be displayed > click Responses > In the Responses page, click on the three dots icon next to the Submitted status > click Notify respondent > setup wizard will be displayed > select the email field from the list and click Next > update the subject and click Next > update the message as required, click More and enable the attachment > click Next to complete the setup. Subscription plan If you would like to collect signatures in your form and send a confirmation email with the signed form to the form respondents, then you can subscribe to Formesign Esignature paid plan. If you would like to customize the signed form, then you can subscribe to the Formesign Fillable PDF paid plan as well. You can choose the plan based on the expected responses per month. Formesign Esignature pricing https://formesign.com/esign/pricing.html Formesign Fillable PDF pricing https://formesign.com/fillable/pricing.html Formsign Compliance pricing https://formesign.com/compliance/pricing.html

The invoices and receipts are automatically sent to the registered email address. You can also access it from the customer portal. Login to Formfacade using the registered email > click Account > list of our products will be displayed > click Manage plan > click Update plan to open your customer portal > you can view the billing history and download the invoices.

Hi David, You have subscribed to the Customize UI Basic plan. This plan is only suitable for occasional light use cases that require collecting files. You get a 10mb max size per file and only the form owner can access the files one at a time after they login with their google account. If your primary requirement is to collect files, you can upgrade to the file upload plan 10gb, 100gb or 1tb or the Formfacade Enhance plan. Once you subscribe to the file upload plan, you can enable unlisted links to automate access using Apps script, Zapier etc. You can also increase the max file size to up to 1gb per file (depends on the plan), the number of files per file upload question, restrict file types, enable unlisted links to allow anyone to access the files, add collaborators to provide access to specific users and use the Formfacade - File upload addon to sync the uploaded files to your google drive.

You can use the Add appointment option to set the list of available date and time slots. If you would like to limit the bookings per date & time slot, then you can set up the inventory option. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Edit page, click on the Add appointment icon > enter the title, update the available date and time slots > click on the settings gear icon > click Inventory > enable the toggle button for Limit bookings per slot option > specify the number of users who can book each time slot and click Save.

Formesign is a paid product with a 7 day free trial. You get the first 20 responses free during this trial period. If you would like to use Formesign to collect signature after your trial ends or collect more than 20 responses, then you will have to subscribe to the Formesign paid plan. Duration of access and storage of collected e-signatures You need an active subscription to access Formesign and use your form to collect responses. Once your subscription is cancelled, you will not be to able to view the submitted responses or the signed documents in Formesign. You should download the signed documents or sync it to your drive. Business name You can customize the header, footer, logo, theme. These settings are for your account and it will applied to all the forms created using your account. - Header text (Business name) can be customised by free and paid users. - Header logo (applicable only for Minimal theme) can be customised by free and paid users. - Footer text can be customized by free and paid users. - Footer logo can be customised only by paid users. - Disclaimer and report abuse will always be displayed in the share link. Duration of form for collecting e-signatures The form will remain active as long as you have a subscription. If you do not subscribe after the trial, the form will no longer collect responses. Number of collaborators The subscription is linked with the email account used to subscribe to the paid plan. Only that account can be used to create the form and collect responses. You can add collaborators to provide access to your team. Please note that the collaborators will have to subscribe to the paid plan using their email account to continue using Formesign after their trial ends.

Hi Chris, You can use Formesign to collect signatures in your form. When the user signs the form and submits it, Formesign will automatically generate a signed document with signature based on your form. If you would like to customize the signed document, then you will have to use the Formesign - Fillable PDF addon. You can create a custom template using google docs. When the user fills the form and clicks on submit, Formesign will generate a document based on this template and show it as a consent screen. Users can review and click on Agree to submit their response. Formesign - Fillable PDF demo https://youtu.be/-IfgUmlwXK8 Formesign - Fillable PDF addon https://workspace.google.com/marketplace/app/formesign_fillable_pdf/189234873251 Formesign pricing (Esignature, Custom PDF template & more) https://formesign.com/compliance/pricing.html