Agencies
Client intake, project questionnaires, and proposal forms you can reuse across every client site.
Agencies rebuild the same client intake and project-brief forms over and over, once per client site. ChargeForms runs on any WordPress install for free, so a form you build once — fields, conditional logic, payment step — can be recreated on every client's site without paying per-site for a plugin license until you actually need more than one active site.
Where teams like this usually get stuck
Rebuilding the same intake questionnaire manually for every new client
No easy way to collect a deposit or retainer payment inside the intake form itself
Client-facing forms that look inconsistent across different sites and builders
Templates to start from
Features that matter for this
Conditional LogicBuild AND/OR rule groups that show, hide, or require fields based on what a visitor has already answered — re-verified on the server, so a hidden required field can never be forced through by disabling JavaScript.
Multi-Step FormsTurn any form into a multi-step wizard with a progress bar and per-step validation — visitors only ever see the fields relevant to the step they're on, reducing the intimidation of a long single-page form.
PaymentsStripe and PayPal-powered Payment Item, Custom Amount, and Payment Summary fields, including Stripe recurring subscriptions — but the charge amount is always recalculated server-side from your form's own configuration, and every payment is verified against the gateway's own API before an entry is ever created.
Entry ManagementA dedicated Entries workspace — read/unread status, per-form filtering, date-range search, CSV export and import, and single-entry editing after the fact — so a submission is never just a row in your inbox.
Start building better forms today
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