Focus on what you do best while streamlined workflows handle the rest – no coding needed.
Our data integrations make connecting your data with your
existing tools easy - for maximum impact.
Proposals and briefs are essential to client relationships yet are often scattered across email chains and feedback loops. Marketing teams end up wasting creative time hunting down project details, feedback, and approvals across multiple platforms.
Cognito Forms streamlines your proposal process with customizable templates that showcase your vision while capturing all necessary project requirements. Automate emails, notify team members of pending tasks, and maintain a central documentation hub— transforming proposals into collaborative experiences.
When we started using Cognito Forms, we were just looking for a way to make our forms more powerful and user friendly. However, it has since evolved into a transformative tool, reshaping the operations of several of our departments.
Brian Hackett
South East Technological University
Managing contracts and agreements in the marketing and advertising world is often more complicated than it needs to be— scattered files, long email chains, and missed signatures can delay projects and cause confusion.
Cognito Forms simplifies contract management by consolidating communication, documents, and approvals into a single, streamlined process. Build multi-step workflows that automate emails, team notifications, platform integrations, and contract generation—so campaigns launch faster, with everyone aligned from the start.
Cognito Forms has been a lifesaver for our small business! Before, managing forms was such a headache. But with Cognito Forms, it's a breeze. I love how easy it is to create professional-looking forms, and the automation features have saved us tons of time.
Jabulani Madlopha
Capturing a client's complete brand identity requires comprehensive information about visuals, voice, audience, and positioning. Yet this critical data often ends up scattered across emails and incomplete documents, leading to misaligned expectations, excessive revisions, and client frustration.
Cognito Forms enables structured brand questionnaires that collect information in an organized, easy-to-complete format. With conditional logic, required fields, and progress-saving capabilities, you can create a process that provides your team with a solid foundation—delivering better creative work with fewer revisions.
I wish I would have had Cognito Forms years ago because it would have saved me a lot of time!
Jerry Harman
H2Ozarks
Market research and feedback forms are essential for informed decisions, yet agencies struggle with low response rates and complex analysis. Creating intuitive, engaging surveys is difficult and often lead to participant frustration and incomplete responses, compromising data quality.
Cognito Forms creates mobile-friendly surveys with customizable templates, drag-and-drop fields, and seamless integrations. Design engaging forms that boost response rates for both market research and client feedback, simplifying high-quality data collection.
I have been using Cognito for a few years now, and it has served us well! Cognito’s flexibility and power have been instrumental in evolving and scaling our brand.
Taylor Harrison
National Safety Council Southeastern Chapter
Invoicing and billing processes often become bottlenecks for marketing agencies, consuming valuable resources. Manual invoice creation and tracking various project fees create administrative burdens that delay payments and impact cash flow.
Cognito Forms streamlines your billing workflow with customizable forms that securely collect payments. Create dynamic invoices that automatically calculate complex fee structures, offer convenient payment options, and track payment status in real-time. Managing project work, retainers, and ad spend payments becomes effortless through one digital system.
Cognito Forms has a cleaner feel, and I can do everything I want with the form that I can't do with a lot of other form- builders. Some of them can't do conditional logic the way I want, and I think that's what’s unique about your platform.
Peter Herrera
Rehmani & Associates
Give your team complete visibility into member activity, status updates, and task assignments.
Keep your workflows on track with automatic in-app task notifications for the right people at the right time.
Ensure up-to-date and reliable data with dynamic lists of people that automatically sync across all your forms.
Create a view that shows your users only the submissions shared with them.
Keep everyone in the loop with automatic, custom email notifications for submissions, updates, and tasks.
Provide members a secure, central space to complete new forms, view or update past entries, and track tasks and workflows.
Submit forms, update information, and track
workflows—all in one place.
1 user included
Unlimited forms
500 entries / mo.
Email notifications
Conditional logic
2 users included
2,000 entries / mo.
E-signatures
Email attachments
Bulk file downloads
Data Integrations
5 users included
10,000 entries / mo.
Workflow Tasks
Lookup fields
Data Encryption
Verified Email Domains
20 users included
Unlimited entries
2-year audit log
Single Sign On
Two-Factor Authentication
Folder Permissions