Forms and Workflow Software
The online form builder that connects to your commerce platform
Build no-code forms with conditional logic, file uploads, and multi-step flows. Pre-fill fields from account data, order history, or product catalog automatically. Route submissions to approvals and trigger downstream operations without middleware.
840
workflow projects completed
300+
brands on the platform
The Problem With Disconnected Forms
Forms that stop at the submit button cost you more than you think
When a form sends data nowhere useful, your team manually moves it somewhere. Every tool that does not know about your orders, accounts, or catalog adds hours of daily reconciliation.
Without
connected forms
- Someone copies form data into a spreadsheet and emails it to the right team
- Approvals live in email threads, no status visibility, easy to lose
- Approved action still requires a human to update the order management system or enterprise resource planning manually
- No audit trail, no way to know who saw what or when it was actioned
- Developer required every time a form field or routing rule needs changing
With
Redefine
- Fields pre-fill from account data, order history, and product catalog, no re-typing
- Submission routes to the right approver based on field values, automatically
- Approved submission creates a record in your order management system or updates a customer account, no Zapier
- Every submission has an audit trail, who submitted, who approved, what changed
- Multi-step forms with branching logic built in a drag-and-drop designer, no developers
How It Works
From form to actioned outcome in one connected flow
Every form on Redefine is a workflow entry point. Build the form, define the routing rules, and connect the downstream action, in one platform, without code.
Build Form
Drag and drop
Submission
Pre-filled and validated
Route
Rules-based
Approve
Multi-step
System Action
Order Management / Product Information Management / Customer
Relationship Management
Step 1: Build Form
Design any form without writing code
Drag fields from a palette. Set conditional logic. Configure multi-page flows. Every field type is supported, including text, file upload, signature capture, calculation, and dynamic repeating sections.
Company Name
Text · RequiredProduct Category
Dropdown · Product Information
Management-linkedUpload Certifications
File · PDF/JPGIFCategory = "Regulated" THEN show
Logic rule activeStep 2: Submission
Fields pre-fill from your live commerce data
For signed-in users, account name, contact, order history, and product attributes populate automatically from native product information management and account data. No application programming interface wiring needed.
Company NameDrivingi Promo LLC
Account IdentifierACC-00421 (auto)
Last OrderORD-8821, May 12
Product CategoryBranded Apparel (Product Information Management)
Validation passed, ready to submit
Step 3: Route
Conditional routing based on what was submitted
Rules you define determine where submissions go. High-value orders go to senior approvers. Regulated product categories trigger compliance review. Account tier determines the service level agreement deadline.
IF Category = "Regulated", route to
Compliance Lead (service level agreement: 2 hours)
IF Order Value > $50K, add Senior Vice
President to approval chain
ELSE, route to Procurement Manager (service
level agreement: 24 hours)
Submission ACC-00421 matched rule
1
Step 4: Approve
Multi-step approvals with inline notes and full history
Approvers receive email notifications with context. They approve, reject, or delegate inline, no login required. Every action is timestamped in the submission audit trail.
Drivingi Promo LLC, Onboarding
Routed 14 minutes ago · service level agreement 2 hours
Add approval note (visible in audit
trail)...
Step 5: System Action
Approval creates a real record, no human required
An approved submission can create or update a customer account, add a product to PIM, generate an OMS record, or push to your CRM, using the same workflow engine that handles order approvals and content publishing.
Customer Account Created
ACC-00422 · Drivingi Promo LLC
Catalog Access Granted
Branded Apparel tier unlocked
Customer Relationship Management Record Synced
Salesforce, no middleware
Click any step to explore it, or watch the flow advance automatically
Key Capabilities
Every form type, every workflow, in one connected builder
No-code drag-and-drop designer
Every field type you need: text, dropdown, file upload, signature, calculated, and repeating sections. Build full multi-page forms without touching a line of code.
Conditional logic and branching
Show or hide fields, jump pages, and change routing based on what a respondent selects. Logic works across every page of a multi-step form.
Only on
Redefine
Commerce-context pre-fill
Forms are aware of the signed-in user's account, order history, and product catalog. Fields populate from live platform data, no application programming interface wiring, no middleware, no Zapier trigger needed.
Account name, tier, and identifier, auto-filled
Last order identifier and status, pulled from order
management system
Product attributes, linked from live product information
management catalog
File upload and automatic PDF generation
Collect certifications, signed agreements, or images. Every submission generates a PDF automatically, formatted, timestamped, and stored per submission.
Role-based field visibility
Show or hide entire field sections based on the signed-in user's account role, buyer, approver, or admin, using the same role-based access control system as the rest of the platform.
Electronic signature capture
Capture a legally-binding digital signature inline on any form step. Stored securely in the submission record with timestamp and IP address for audit purposes.
Calculation and formula fields
Build in real-time calculations, total order value, discount amounts, score outputs, using field values entered by the respondent. Results appear live as they type.
Proof
Real results from forms connected to operations
DI
Drivingi
Business-to-business
Promotional ProductsBusiness-to-business promotional products company serving enterprise clients with custom branded merchandise and complex account-level purchasing workflows.
The problem
Customer approvals were entirely manual. Account onboarding required a team member to copy data between customer relationship management, enterprise resource planning, and marketing tools by hand. New supplier requests sat in email inboxes for days with no status visibility.
How it was solved
A custom approval and access control workflow was implemented connecting form submissions directly to account creation, catalog access, and enterprise resource planning data sync. Routing rules replaced email threads. Approvals triggered downstream system actions automatically.
- Forms pre-filled from live Microsoft Dynamics enterprise resource planning data
- Approval rules triggered Salesforce customer relationship management updates without middleware
- New catalog visibility unlocked automatically after approval
Result
0
manual handoffs in onboarding flow
Operational friction was reduced end to end. Internal teams gained full confidence in system accuracy. Account setup time dropped from days to hours after approval workflows replaced email-based processes.
See Workflow Automation LiveBest-Fit Use Cases
What teams use this form builder for
Business-to-business account and supplier onboarding
Multi-step onboarding forms with conditional compliance sections, document upload, and approval routing that unlocks catalog access on completion.
Order and purchase request approvals
Internal purchase requests, customer credit applications, and high-value order approvals, all with pre-filled account context and audit trail.
Product intake and data collection
Collect product information from suppliers using forms that write directly to the product information management record on approval, no CSV import, no copy-paste.
Quote and request for quotation intake
Quote request forms that pre-fill customer tier, preferred products, and contract pricing. Submission routes to the right sales representative or quote workflow automatically.
Customer complaint and returns intake
Returns and complaint forms linked to open orders, routed to the right operations team, and synced to the order management system exception queue without a manual step.
Compliance and governance intake
Annual compliance declarations, access request forms, and policy acceptance workflows, with electronic signature capture, role-based visibility, and full audit trail.
Integrations and Related Modules
Connected to everything your forms need to action
Forms live inside the same platform as your order management system, product information management, content management system, and business-to-business portal. Every form submission has access to live commerce data, and every approval can trigger a real system action.
Approval Workflow
Software
Multi-step approval routing
Workflow Routing
Rules-based downstream routing
Product Information Management
Write product data from form to product information
management
Order Management System
Create order management system records on approval
Business-to-business Account Management
Update accounts from submissions
Zapier and Make.com
Native connector for external tools
Customer Relationship Management and Enterprise Resource
Planning Systems
SAP, NetSuite, Dynamics, Salesforce
Project Management
Asana and Jira native connectors
Already using Forms and Workflow Software? This module is part of the same platform as Approval Workflow Software, Workflow Routing, and submission management, all sharing one rules engine, one audit trail, and one admin.
Why Redefine Over Standalone Form Tools
Form tools collect data. This one acts on it.
Generic form builders handle the collect-and-notify loop. Redefine adds approval routing, commerce context, downstream system actions, and a shared rules engine, none of which requires a third-party integration.
Capability
Typical form tool
Redefine
No-code form
builder
Conditional logic
Approval routing
(multi-step)
Commerce context
pre-fill
Downstream order
management system and product information management update on approval
Submission audit
trail
Limited
Shared rules engine with
order and content approvals
Common Questions
What buyers ask before switching
Generic form tools handle the collect-and-notify loop. Redefine forms are commerce-context aware. They pre-fill fields from your account data, order history, and product catalog automatically, with no application programming interface setup or middleware required. Submitted data can trigger a real system action on approval, no Zapier trigger, no manual copy-paste.
Yes. An approved submission can automatically create or update a record in your order management system, product catalog, or customer account. The workflow engine is shared across forms, order approvals, product information management governance, and content publishing, so one rule can trigger actions across all of them simultaneously.
Conditional logic and branching fields work across every page of a multi-step form. A field answer on page one can show or hide entire sections on page three, skip pages based on account type, or change the approval routing destination.
Routing rules you define determine where a submission goes, based on field values, account tier, product category, or any other data in the form. Approvers receive email notifications with context, can approve or reject inline with notes, and every action is timestamped in the submission audit trail. Multi-step, parallel, and delegated approval paths are all supported.
Forms can be embedded inline or launched as pop-ups on any page, including your business-to-business portal, customer account dashboard, or product detail page. For signed-in users, account context like customer tier, order history, and product information management product data is available to pre-populate fields automatically.
Get Started
See your forms connected to operations in 30 minutes
Submit a brief. We will map your current form-to-workflow gap and show you how it connects on the platform. No commitment. No pitch.
1
Submit your brief, tell us what your team does manually that a form should handle
2
Call within 48 hours with a workflow map specific to your use case
3
Scoped proposal in 3 days, Sprint 1 within 1 week of sign-off
Response within 48 hours
Proposal in 3 days
840+ workflow projects
You own the code
Submit your brief
Form
Call within 48 hours · proposal in 3 days · Sprint 1 within 1 week of sign-off
Brief received
We will review your workflow situation and send a scoped proposal within 3 business days.