# Faldaro > Faldaro is the intake platform: everything the outside world sends you becomes a record and is worked to a decision by your rules, your team and your AI agents. Every number is computed on the server, and the people who send it are never seats. This site (https://faldaro.com) is the product guide and documentation; the product itself runs at https://faldaro.app. Faldaro also hosts a Model Context Protocol server — see the MCP pages below for connecting an AI client to an account. The full content of every page below, in one markdown file, is at https://faldaro.com/llms-full.txt ## Product - [Faldaro](https://faldaro.com/): Forms with approvals by email, status links for submitters, generated PDFs and e-signatures. Faldaro is the intake platform — free to start. - [Features: forms, workflows, approvals, AI](https://faldaro.com/features): Everything around the form: a builder with server-evaluated logic, approval workflows, AI assistance, generated documents, payments and digital delivery. - [Submission management software](https://faldaro.com/submission-management): Submission management from form to decision: collect applications, claims and requests, approve by email, send documents and let submitters track status. - [Convert PDF to online form — free, no signup](https://faldaro.com/tools/pdf-to-form): Free PDF to online form converter: drop a PDF or a photo of a paper form and get a web form people fill on any device. No account; files are not stored. - [Quote calculator form with private pricing](https://faldaro.com/tools/quote-calculator): Build a quote calculator form priced on the server: applicants see their price as they type, never your formula. Free insurance quote template included. - [Integrations: Zapier, Slack, Stripe, webhooks, MCP](https://faldaro.com/integrations): What Faldaro connects to today: Zapier, Slack and signed webhooks, Stripe payments, OIDC single sign-on and Google sign-in, the REST API and MCP, email and CSV. - [Use cases — what the outside world sends you](https://faldaro.com/use-cases): Claims, tickets, applications, registrations, orders and vendor packets — everything the outside world sends you, shaped to the work with no code. - [Faldaro vs form builders and work tools](https://faldaro.com/why-faldaro): How Faldaro differs from form builders and work-management tools: server-owned totals, immutable versions, and no seat for the people who submit. - [Security: tenant isolation & append-only audit](https://faldaro.com/security): Security you can verify in the design: tenant isolation enforced by PostgreSQL row-level security, an append-only audit log and server-side evaluation. - [Enterprise intake: SSO, org trees, custom plans](https://faldaro.com/enterprise): For organizations beyond Business limits: OIDC single sign-on, custom plans, annual invoicing and security reviews answered directly — priced by conversation. - [Pricing: free plan, submitters never seats](https://faldaro.com/pricing): You pay for your team, never your audience: submitters are not seats and submissions are never capped. Start free with no card; paid plans from $29 a month. ## Company - [About Faldaro — the intake platform](https://faldaro.com/company): What Faldaro is, what it believes and where it came from: the intake platform for work that arrives from outside, built on claims you can check. - [Trust centre](https://faldaro.com/trust): How Faldaro handles your data, as mechanisms: tenant isolation in PostgreSQL, append-only audit, provable retention, the AI data path and subprocessors. - [Changelog](https://faldaro.com/changelog): What shipped in Faldaro and when: the records release, approvals by email, e-signatures, email-to-form, predictive insights and the MCP server. - [Brand assets](https://faldaro.com/brand): The Faldaro mark and wordmark, the colours, the tagline, and how to use them — with downloadable assets for press and partners. - [Contact](https://faldaro.com/contact): Reach Faldaro: sales for plans and Enterprise, support for help with your account, and security for responsible disclosure. ## Features - [Form builder with logic and calculations](https://faldaro.com/features/form-builder): Build forms with conditional logic and calculations evaluated on the server — totals a client cannot fabricate, versioned, tested before you publish. - [Workflow automation for form submissions](https://faldaro.com/features/workflows): Form workflow automation, drawn as a diagram: states and moves from draft to done that notify people, generate documents and request e-signatures. - [Submission tracking with status links](https://faldaro.com/features/records): Everything a submission becomes after it lands: a board you drag, a status link submitters track, shared reports and digests, @mentions and a submitter portal. - [AI form builder and agent](https://faldaro.com/features/ai): An agentic AI assistant inside the intake platform: it builds forms, imports PDFs as fillable forms, translates them, and acts with exactly your permissions. - [MCP form builder for Claude and AI agents](https://faldaro.com/features/mcp): An MCP form builder for Claude and any MCP client: your model builds forms, files submissions and runs reports with exactly your API key’s permissions. - [Email to form: emails become submissions](https://faldaro.com/features/inbound-email): Forward an email to a form’s own address and it becomes a submission: fields filled from the message, attachments attached, sender verified, workflow started. - [Generate PDFs from form submissions, with e-sign](https://faldaro.com/features/documents-payments): Generate a PDF from every form submission — in your own document’s layout — request e-signatures, collect Stripe payments priced on the server, deliver files. - [Form reports, dashboards and datasets](https://faldaro.com/features/reports-data): Group, aggregate and search live submissions on the server — dashboard reports, plain-English filters, CSV export and versioned datasets behind your dropdowns. - [Form approval workflows, approved by email](https://faldaro.com/features/approvals): Build approval forms with multi-step workflows: approvers decide from an email link with no account, deadlines escalate, and every decision lands on the record. ## Use cases - [Claims intake forms & FNOL workflow for insurers](https://faldaro.com/use-cases/insurance): Claims intake and first notice of loss without a software project: FNOL forms, calculated estimates, approval workflows, status links and an audit trail. - [Support ticket intake forms](https://faldaro.com/use-cases/support-desk): A ticket desk shaped like your process: intake forms with routing logic, your own workflow states, notifications and Zapier handoffs to the rest of your stack. - [Inspection checklist forms](https://faldaro.com/use-cases/inspections): Inspection checklists that produce the report: conditional questions, photo uploads, server-calculated pass-fail scores and a generated PDF for every visit. - [Grant application intake and scoring](https://faldaro.com/use-cases/grants): Run a grant round on one platform: public application links, server-side eligibility scoring, a gated review workflow and reference numbers that never change. - [Event registration forms with payment](https://faldaro.com/use-cases/event-registration): Event registration forms that price the ticket on the server, collect it through Stripe, send the confirmation and keep a door list you can trust. - [Sell digital products from a form](https://faldaro.com/use-cases/digital-products): Sell a report, template pack or workbook straight from a form: server-priced payment, then a download link released once Stripe confirms the money arrived. - [Client intake forms with e-sign & payments](https://faldaro.com/use-cases/client-intake): Client intake for firms and agencies as one record: the questionnaire, documents, a generated engagement letter, the e-signature and a server-priced retainer. - [Job application intake with a hiring pipeline](https://faldaro.com/use-cases/job-applications): Collect job applications with resumes attached, route them to reviewers by rule, move candidates through your hiring states and answer every applicant. - [Vendor intake & onboarding with approvals](https://faldaro.com/use-cases/vendor-onboarding): Vendor onboarding with the compliance kept: documents on the record, approval gated on the answers, signed agreements and an append-only audit trail. - [MGA submission intake with referral rules](https://faldaro.com/use-cases/insurance/mga-submission-intake): MGA submission intake for broker business: referral rules, a server-computed indication, email approvals and a quote-or-decline workflow on every submission. - [Broker submission portal, no logins needed](https://faldaro.com/use-cases/insurance/broker-submission-portal): A broker submission portal without seats: brokers submit through a link, track each risk on a status page and list their own submissions by email. - [Claims email intake: email claims to a form](https://faldaro.com/use-cases/insurance/claims-email-intake): Email claims to a form: each forwarded claim becomes a record with its attachments, a verified sender, fields filled from the message and the workflow started. ## Templates - [Free form templates with workflows](https://faldaro.com/templates): Free form templates that open in the builder as editable drafts — fields, calculations and workflows included. Publish with a public link in minutes. - [Free contact us form template](https://faldaro.com/templates/contact): A short enquiry laid out across two rows. A free contact us template — edit any field, share a public link. - [Free support request form template](https://faldaro.com/templates/support-request): A ticket that moves through triage to resolved. A free support request template — edit any field, share a public link, workflow included. - [Free event registration form template](https://faldaro.com/templates/event-registration): Tickets, dietary needs and a total the server works out. A free event registration template — edit any field, share a public link. - [Free job application form template](https://faldaro.com/templates/job-application): Two steps, a CV upload and a shortlisting flow. A free job application template — edit any field, share a public link, workflow included. - [Free customer feedback form template](https://faldaro.com/templates/customer-feedback): A rating laid out in a row, and what sat behind it. A free customer feedback template — edit any field, share a public link. - [Free incident report form template](https://faldaro.com/templates/incident-report): What happened, how bad, and an investigation flow. A free incident report template — edit any field, share a public link, workflow included. - [Free expense claim form template](https://faldaro.com/templates/expense-claim): Three line items, a server-computed total, an approval flow. A free expense claim template — edit any field, share a public link, workflow included. - [Free maintenance request form template](https://faldaro.com/templates/maintenance-request): Report a fault, triage it, see it fixed. A free maintenance request template — edit any field, share a public link, workflow included. - [Free vendor onboarding form template](https://faldaro.com/templates/vendor-onboarding): Company, contacts and compliance across two pages. A free vendor onboarding template — edit any field, share a public link, workflow included. - [Free NPS survey form template](https://faldaro.com/templates/nps-survey): One score, one why, thirty seconds. A free NPS survey template — edit any field, share a public link. - [Free inspection checklist form template](https://faldaro.com/templates/inspection-checklist): Pass/fail items, a defect count the server keeps. A free inspection checklist template — edit any field, share a public link, workflow included. - [Free membership application form template](https://faldaro.com/templates/membership-application): Join a club or association, with a fee the tier decides. A free membership application template — edit any field, share a public link, workflow included. - [Free first notice of loss (FNOL) form template](https://faldaro.com/templates/first-notice-of-loss): Report a claim, then work it through to a decision. A free first notice of loss (FNOL) template — edit any field, share a public link, workflow included. - [Free certificate of insurance request form template](https://faldaro.com/templates/certificate-of-insurance-request): Who needs a certificate, for whom, and by when. A free certificate of insurance request template — edit any field, share a public link, workflow included. - [Free loss run request form template](https://faldaro.com/templates/loss-run-request): Ask for an insured's loss history and track it to delivery. A free loss run request template — edit any field, share a public link, workflow included. - [Free event vendor application form template](https://faldaro.com/templates/event-vendor-application): Apply for a stall, with a booth fee the server computes. A free event vendor application template — edit any field, share a public link, workflow included. - [Free insurance quote calculator form template](https://faldaro.com/templates/insurance-quote): A business quote, priced on the server as people type. A free insurance quote calculator template — edit any field, share a public link, workflow included. - [Free project request form template](https://faldaro.com/templates/project-request): Propose a project and take it through review to a decision. A free project request template — edit any field, share a public link, workflow included. ## Alternatives - [Typeform, Jotform & Formstack alternatives](https://faldaro.com/alternatives): Honest comparisons with Typeform, Jotform, Formstack, Fillout and more: what each is good at, and when Faldaro fits intake from outside better. - [Typeform alternative with workflows & payments](https://faldaro.com/alternatives/typeform): A Typeform alternative for forms that start a process: submissions never capped or billed by count, approval workflows, Stripe payments and generated PDFs. - [Jotform alternative for approval workflows](https://faldaro.com/alternatives/jotform): A Jotform alternative for approval workflows: approvers decide by email with no account, totals are computed on the server, and every decision is on the record. - [Google Forms alternative with payments & workflow](https://faldaro.com/alternatives/google-forms): Outgrown Google Forms? Faldaro is free to start — unlimited forms, 10,000 submissions a month — and adds server-side calculations, workflows, payments and PDFs. - [Microsoft Forms alternative for external forms](https://faldaro.com/alternatives/microsoft-forms): A Microsoft Forms alternative for forms that leave the tenant: public links, uploads with no sign-in, server-priced Stripe payments, approvals and PDFs. - [SurveyMonkey alternative for operational forms](https://faldaro.com/alternatives/surveymonkey): A SurveyMonkey alternative for when a response is work, not a data point: submissions never metered, approval workflows, server-side calculations and payments. - [Formstack alternative: docs, e-sign & approvals](https://faldaro.com/alternatives/formstack): A Formstack alternative where forms, generated documents, e-signatures and approvals are one record — and clients, applicants and approvers are never licences. - [Fillout alternative with workflow and records](https://faldaro.com/alternatives/fillout): A Fillout alternative for when a submission needs an owner: a record with a state, a deadline, inbox approvals and a tracking link. - [Anvil alternative for teams who run the intake](https://faldaro.com/alternatives/anvil): An Anvil alternative for teams who run the intake: the PDF you already use becomes the form and the filled document, with workflow and audit around it. - [Cognito Forms alternative for priced intake](https://faldaro.com/alternatives/cognito-forms): A Cognito Forms alternative for intake from outside: formulas evaluated on the server, records with workflow states, and partner firms that are never seats. - [Tally alternative with workflows & approvals](https://faldaro.com/alternatives/tally): A Tally alternative for when responses become work: each submission a record with a workflow, approvals by email, generated PDFs and a status link. - [Pipefy alternative with a first-class front door](https://faldaro.com/alternatives/pipefy): A Pipefy alternative for teams whose process starts outside: a hardened public form, server-priced rules, tracking links and partner firms as organizations. - [DocuSign PowerForms alternative for intake](https://faldaro.com/alternatives/docusign-powerforms): A DocuSign PowerForms alternative where the form, the workflow and the signature are one record — signed over frozen, fingerprinted bytes. - [Formstack Documents alternative — PDFs from forms](https://faldaro.com/alternatives/formstack-documents): A Formstack Documents alternative: PDFs generated from the submission itself when its workflow moves, from blocks or an exact copy of the PDF you use today. ## Guides - [Guides: form approvals, intake and PDF forms](https://faldaro.com/guides): Practical guides to approval workflows, turning PDFs into online forms and running intake from outside your organization — every option, not just ours. - [Microsoft Forms approval workflow: external users](https://faldaro.com/guides/microsoft-forms-approval-workflow): Build a Microsoft Forms approval workflow with Power Automate, and what changes when the people submitting or approving are outside your Microsoft 365 tenant. - [How to set up a form approval workflow](https://faldaro.com/guides/form-approval-workflow): A step-by-step guide to form approval workflows: define the decision, the states and the approvers, handle deadlines, and pick the right tool for the job. - [How to convert a PDF to a fillable online form](https://faldaro.com/guides/convert-pdf-to-online-form): Fillable PDF or web form? How to turn a PDF into something people can fill in on any device, the ways to do it, and how to get a PDF back out at the end. - [Google Forms approval workflow: how to build one](https://faldaro.com/guides/google-forms-approval-workflow): Add approvals to Google Forms with a status column, Apps Script or an add-on: how each works, where each runs out, and when to move to a workflow tool. - [Google Forms calculated fields: what works](https://faldaro.com/guides/google-forms-calculated-fields): Google Forms has no calculated field. Four workarounds — quiz scoring, ARRAYFORMULA, Apps Script and add-ons — what each can do, and when you need a real one. - [Approve membership applications before payment](https://faldaro.com/guides/membership-application-approval): How to set up a membership application approval workflow: apply, review, approve, then request payment — so you only charge the members you have accepted. - [How to generate a PDF from every form submission](https://faldaro.com/guides/generate-pdf-from-form-submission): Four ways to generate a PDF from each form submission — built-in exports, document services, plugins and code — plus how to fill the PDF you already use. ## Documentation - [Documentation](https://faldaro.com/docs): Guides to Faldaro: getting started, server-evaluated formulas, approval workflows, integrations with signature verification, API keys and public forms. - [Getting started](https://faldaro.com/docs/getting-started): From an empty organization to a published form collecting real submissions: folders, the builder, the AI assistant, publishing and your first public link. - [Core concepts](https://faldaro.com/docs/concepts): The five nouns Faldaro is built from — organizations, folders, forms, versions and submissions — and the rules that hold between them. - [Formulas & calculations](https://faldaro.com/docs/formulas): How computed fields work: the closed function set, field references, hidden-field semantics, and why totals are recomputed on the server, never the browser. - [Workflows](https://faldaro.com/docs/workflows): Draw the states and moves between them, decide who may take each, attach what a move sets off, and see on every record where it is and why a move is withheld. - [Field library](https://faldaro.com/docs/field-library): Save reusable groups of fields and insert them into any form. Insertion copies — slugs deduped, references rewritten — so published forms stay immutable. - [Datasets](https://faldaro.com/docs/datasets): Reference tables that supply a field’s options: importing rows, publishing versions, cascading dropdowns, and how choices are enforced server-side. - [Reference numbers](https://faldaro.com/docs/reference-numbers): Counters that issue formatted references like INV-00001: prefixes, padding, resets, and why a reference is allocated exactly once and never reissued. - [Working with submissions](https://faldaro.com/docs/submissions): Search, filter, assign, archive, export and import the records your forms collect — including exactly what a CSV import deliberately does not fire. - [Records & sharing links](https://faldaro.com/docs/records-sharing): Boards, status links, shared reports and digests, the submitter portal and @mentions — and the one token discipline behind every outward link. - [Reports](https://faldaro.com/docs/reports): Group and aggregate live submissions: columns, summaries, date buckets, filter operators, charts, dashboard pins and CSV export. - [Data retention](https://faldaro.com/docs/retention): Set how long a form keeps submissions and Faldaro deletes them permanently on schedule — what is removed, what survives, and how each purge is proven. - [Documents](https://faldaro.com/docs/documents): Generate PDFs from a submission: block templates, merged values, conditions and repeats, images, versioning and render limits. - [Notifications](https://faldaro.com/docs/notifications): Email templates a form’s rules can send: merge values, dynamic recipients including anonymous submitters, the outbox, and why mail sometimes waits. - [Payments](https://faldaro.com/docs/payments): Collect money through a form with the price computed on the server, paid into your own Stripe account — including splits, refunds and gating work on settlement. - [E-signatures](https://faldaro.com/docs/esignatures): Request signatures from a workflow: per-signer links, a frozen and fingerprinted document, an evidence trail, and a certificate page on the signed PDF. - [Digital products & delivery](https://faldaro.com/docs/objects): Deliver files to submitters with a claim link that needs no account, gated on payment when the submission’s own rules priced one. - [Public forms](https://faldaro.com/docs/public-forms): Tokenized public links: how anonymous submission works, what a public form deliberately withholds, link rotation, captcha, translations and branding. - [Partner sharing](https://faldaro.com/docs/sharing): Share a folder or a single form with another organization: access levels, what a recipient can and cannot do, and why submissions never cross. - [Users, roles & organizations](https://faldaro.com/docs/admin): Privileges and roles, how permissions inherit down the organization tree, inviting people, deactivating them, and the audit log that records it all. - [Single sign-on](https://faldaro.com/docs/sso): Set up OIDC single sign-on with your identity provider, and why a session it opens can only ever act in your own organization. - [Integrations & webhooks](https://faldaro.com/docs/integrations): Connect Zapier, Slack or any HTTPS endpoint. How deliveries retry, what the payload carries, and how to verify the X-Faldaro-Signature header on your receiver. - [Email-to-form](https://faldaro.com/docs/inbound-email): Give a form its own address: forward a message and it becomes a submission, attachments included. Sender verification, allowlists, AI extraction, review queue. - [API keys](https://faldaro.com/docs/api-keys): Machine credentials with an explicit privilege grant: creating a key, what it may and may not do, and calling the API with it from curl or any HTTP client. - [API reference](https://faldaro.com/docs/api): The versioned HTTP API: evaluate a payload against a form’s rules without storing anything, file a submission, rate limits and error codes. - [MCP server](https://faldaro.com/docs/mcp): Connect Claude and other MCP clients to your Faldaro account: the endpoint, API-key auth, the tool catalogue, prompt-injection guidance and rate limits. - [AI & agents](https://faldaro.com/docs/ai): The assistant, inline AI, insight reports with predictive models, and standing agents — what each can do, the limits on each, and how credits are metered. - [Plans, seats & usage](https://faldaro.com/docs/billing): What each plan includes, how seats are counted, exactly what happens at each allowance limit, and why nothing is ever billed as overage.