Captivated Professional Services
Live Forms
Every business has one document that holds everything up. Yours might be the paper intake sheet, the credit application, the change order, the welcome packet. You've been meaning to digitize it.
Send it to us instead. Our team builds it as a live form with the logic, the generated PDF, and the automatic confirmations.
Send it to us instead. Our team builds it as a live form with the logic, the generated PDF, and the automatic confirmations.
You Already Know How to Fix This. That's the Problem.
Nobody needs convincing that paper forms are bad. The real opportunity is to digitize your forms to drive conversations. The real problem? It never gets done.
The Data You Type Twice
Somebody fills it out by hand. Somebody else keys it in. Every transcription is a chance to mistype a phone number, an insurance ID, or an address. All the fields you can't afford to get wrong.
Poor Customer Experience
Completing forms on arrival delays every appointment. Across a full schedule, that's hours of capacity spent on something the customer could have done from their couch in 90 seconds.
Delay the Solution, Continue the Pain
It goes on the list. It moves down the list. 18 months later, your staff relies on the same old form. And it's still not digitized.
What "Built For You" Actually Means.
This isn't a form builder you have to learn. We digitize your forms and build them directly into your account. You describe the outcome; we configure everything underneath it.
Design & Field Configuration
- We rebuild your existing document field by field, matching what you already use.
- Each field is set as editable by both parties, sender-only, or recipient-only. It's what makes pre-filled quotes and approvals safe.
- Conditional logic shows or hides sections based on earlier answers, so customers only see what applies to them.
PDF Generation & Delivery
- Completed submissions render as a clean PDF, viewable inline in the conversation.
- Have a copy emailed automatically to any addresses you designate: billing, records, a department inbox.
- From simple forms to advanced builds, such as multi-page documents, we got you covered.
Sending Forms to Customers
- Share it within any conversation, or attach it to a template for one-click sending.
- Keyword triggering: a customer texts a word and the form sends itself.
- Embed it on your website so visitors can complete it without contacting anyone first.
- Automated confirmation messages when a submission comes in, so nobody wonders whether it went through.
Tested Before It Goes Anywhere
- We run the form end-to-end with you. Every branch of the logic, the PDF output, the confirmations.
- You approve it before a single customer sees it.
- Every submission afterward lands in your Forms dashboard, filterable and exportable to CSV.
A Trusted Partner to Make Forms Work for You
1200+
businesses served across a decade of business texting.
98%
of our customers would recommend Captivated to industry peers.
5 Star
Google reviews and SOC 2, HIPAA and CCPA credentials.
90%
report reduced admin effort and improved efficiency.
Live
U.S.-based support from real people.
Captivated's Professional Services team offers tailored services billed by the work. No minimum required.
If you already use JotForm, we can connect your existing account so the forms you've built there send by text and return into your Captivated message threads.
“Captivated's professional services team converted our paper patient registration forms into an electronic form that we can text patients before their appointments. They can complete everything right from their phone, computer, or tablet before they even walk through the door. It saves time, cuts down on paperwork, and makes the check-in process much smoother for our patients.”
3 Steps to Retiring That Paper Document
Send us the form.
The actual one. A photo of the paper version is fine. Tell us what you need it to do when someone submits it.
We scope and quote.
Simple, standard, or advanced. You'll know the range before any work starts. Nothing begins until you say go.
We build, you test, it ships.
You run every branch of it yourself before it goes live. Then it's yours, and submissions start landing in your dashboard.
What Changes When the Form Actually Works
Time to a Completed Form
Without This Service:
Days by email, or fifteen minutes of waiting-room time
With Captivated:
Minutes, from a link in a text threada
Practical Impact:
Appointments start on time and jobs stop stalling
Data Accuracy
Without This Service:
Handwriting transcribed by staff
With Captivated:
Typed by the person who has the information, validated by the form
Practical Impact:
Fewer errors on the fields that matter most
Staff Effort per Submission
Without This Service:
Print, hand out, collect, key in, file
With Captivated:
Send, receive, and it files itself as a PDF
Practical Impact:
Administrative hours return to actual work
Retrieval
Without This Service:
A filing cabinet, or a PDF in somebody's inbox
With Captivated:
Searchable Forms dashboard with CSV export
Practical Impact:
Any team member can find any submission in seconds
The Bottom Line
Without it: the document stays "as is," your staff keeps typing (and mistyping) customer handwriting, and your process keeps running at the speed of paper.
Frequently Asked Questions
Yes. We can trigger it by keyword, so a customer texts a word and receives the form automatically. We can also fire it from a workflow state, attach it to a template for one-click sending, or embed it on your website.
In most cases yes, and that's usually the right goal. Your staff already know that layout and your records depend on it. Send us the original and we'll tell you honestly where the digital version should differ and why.
We scope and quote it before we start, so you're never on an open meter. Simple forms run half an hour to an hour. Standard builds are one to three hours. Advanced work (such as a multi-page generated PDF) runs three to six hours or more. You'll have the range before you commit.
Both are standard. Recipients sign on their phone, and the completed submission renders as a PDF that appears in the conversation, in your Forms dashboard, and in an email to whoever needs a copy.
We'll need the Forms feature enabled on your account, the document itself, your fields and questions, and a clear picture of what should happen when someone submits. If you're embedding on your website we'll need access or an embed location, and if you need a generated PDF we'll need the format defined.
Important Note: Ongoing workflow execution requires an active Workflows & Automations subscription depending on your account configuration and licensing. Google and Google My Business are trademarks of Google LLC; review requests must comply with Google's review policies, which prohibit incentivizing customers in exchange for reviews. Automated messaging is subject to TCPA and carrier guidelines; businesses are responsible for obtaining appropriate consent.
Ready to Send Us That Document?
Send the form that slows you down most. We'll scope it, quote it, and tell you honestly whether it's worth building.
Already a customer? Text Captivated Support at 317-316-3600.
