Online forms without the chasing
UK small businesses can build questions once and send the form through their customer portal. Required answers, supporting files and signatures arrive together on the right record.
Replace emailed PDFs and Word documents with a proper online form.
Let customers save their progress and come back later.
Collect answers, uploads and signatures in the same form.
Your logo and colours run through the whole portal.
14 days free. No card needed.
example.portald.co.uk/forms/customer-details
PORTALD
Customer details form
Required fields
6
The familiar problem
Where the time goes.
PDF forms have a habit of coming back with blank boxes, sideways scans or answers added to the email instead. The form may be finished, but the admin is not.
Problem 01
Missing answers create another round trip
Required fields make it clear what must be completed before the customer sends the form back.
Problem 02
The supporting file arrives separately
Add an upload field so the document and the answer it supports land together.
Problem 03
A generic form link feels disconnected
Customers complete the form inside the same branded portal they use for the rest of their work with you.
In real life
What this looks like at work.
An accountant gathering client details
Send onboarding, VAT, payroll or year-end questions through the same client login.
A tradesperson planning a visit
Collect access details, job requirements, photos and an approval signature before the appointment.
A consultant preparing a brief
Gather objectives, contacts, preferences and supporting documents without piecing together several replies.
Workflow
Build it once, send it when needed
One request. One customer record. No hunting through email later.
Create the form
Add the questions, required fields, uploads and signature you need.
Send it to the customer
The form appears in their portal beside any other tasks.
Review one complete submission
Answers and files stay on the customer record, ready for your team.
Try PORTALD free for 14 days.
Add your logo, start inviting customers and see how much chasing PORTALD saves before you pay.
Can a form ask for documents too?
Yes. Add file upload fields wherever an answer needs a supporting document or photo.
Can customers save a form and finish it later?
Yes. They can save their progress, sign out and return when they have the remaining information.