Formitize Help Desk

You can personally refer a friend easily, a couple of ways.

You can go straight to the Refer a Friend page from this article.

If you are a Formitize Innovation Partner, then you can do so by creating a new Client through your Partner Portal:

• How do I add new Clients as a Formitize Innovation Partner?

If you're not an Innovation Partner, then you can still refer a friend to us by going to the Help Question mark in the top right corner of your screen, and then clicking on Refer a Friend.

This will direct you to our Refer a Friend page, where you can fill out and submit a form. Our client success team will then reach out to your friend as soon as they're able.