Common uses
- Commercial pre-registration
- Lead qualification
- Proposal preparation
- Sales intake
- Service eligibility check
Ready online form model
Commercial Pre-Registration Form template
Pre-qualify commercial opportunities before a proposal, visit, demo or sales contact.
Ready form modelShare by linkAI-assisted creationEvidence and rulesResultsMobile friendly
When to use this form model
This type of form helps standardize information, reduce rework and keep records organized in Ecofyx. Use it on its own or include it in a broader operational template.
Recommended fields
- Name
- Company
- Contact information
- Need or objective
- Budget range
- Timeline
- Decision stage
- Notes
Ecofyx resources
- Lead qualification
- Priority alerts
- Sales follow-up
- Exportable pipeline list
- Public link
- Feed updates
Example form structure
This preview follows the structure of the corresponding Portuguese form model. You can adapt fields, options, required answers, photos, files, alerts and location rules according to your actual routine.
You can also describe what you need and use Ecofyx to prepare a structured prompt for the AI provider you choose. If you have a photo, PDF, Word file or procedure, provide it to that AI provider and then bring the generated structure back to Ecofyx for review and import.
Form preview
NameShort answer
CompanyShort answer
Contact informationDropdown
Need or objectiveShort answer
Budget rangeShort answer
TimelineTime
Use this ready form
Use this form on its own or inside an operational template
This ready form model can work independently or become part of an operational template with lists, indicators, actions, history, alerts, dashboards and results. The same Ecofyx engine is used in both cases.
- Share by link: publish one form, a public link, a restricted link or several forms grouped into a routine.
- Alert triggers: highlight critical answers, absences, nonconformities or out-of-standard situations.
- Location control: when needed, define a location and make the form available only there.
- Results: review, filter and export data for analysis, audit or reporting.
Explore
Other ready form models
Combine individual forms with operational templates when your routine needs more control.