Build a request form
Build founder request forms with amounts, dates, links, repeating rows, sections and follow-up questions that appear only when an earlier answer matches.
Open Settings → Request templates and click a template to open the builder. Admins and Partners edit; everyone else can read the questions and preview them.
The three panes
| Pane | What it holds |
|---|---|
| Questions | Every question in order, under its section. Drag a question by its handle to reorder it, or focus the handle and use Space, the arrow keys and Space again |
| Canvas | The form as founders see it. Click a question to select it |
| Question settings | The selected question: its wording, answer type, help text, section and condition |
On a laptop or phone the panes are tabs at the top: Questions, Canvas and Settings. Selecting a question in the list opens its settings.
The menu bar above the panes holds every action:
- File: Save draft (⌘S), Publish version 3…, Discard draft, Back to templates.
- Insert: a question of any type, or New section.
- Question: Required, Duplicate, Move up, Move down, Remove question. Removing shows Undo.
- View: Preview as a founder and Versions.
Answer types
| Answer type | What the founder gives |
|---|---|
| Short text | A line of text, up to 500 characters |
| Long text | A longer answer, up to 10,000 characters |
| Number | A number, such as 42500. Commas are fine |
| Amount and currency | An amount and a currency. Under Currency, leave The founder picks or choose One currency and search for it. Founders can pick any currency |
| Date | A calendar date |
| Web address | A link, such as a pricing page. Delsivo accepts only http and https addresses |
| Choice | One of your options (at least two, one per line) |
| File upload | One file: PDF, XLSX, XLS, CSV, DOCX, PNG or JPG, up to 25 MB |
| Repeating rows | A small table: one row per month, customer or contract |
Repeating rows
Under Columns, name each column and pick its answer type (text, number, amount, date, web address or choice). Mark a column Required if every row needs it, reorder columns with the arrows, and set Up to a number of rows (50 by default, at most 100). The founder adds rows as they go; an empty row is dropped. A row with a required cell left empty can't be sent.
The starter Revenue quality template uses rows for Monthly recurring revenue by month (a month and the MRR) and Contract start dates (a customer or code, a start date and an optional annual value).
Sections
Choose a Section for each question, or New section… to name one. Questions in the same section sit under one heading. On the portal, the founder can ask a teammate to answer a section; the teammate sees only those questions and the founder still checks and sends. See Invite a teammate to answer.
Follow-up questions
Switch on Show only when to ask a question only when an earlier answer matches. Pick the earlier question, then is, is not or is answered, and the answer. For example, ask "How do you recognise revenue from annual prepayments?" only when "Do any customers prepay annually?" is Yes.
- The earlier question must sit above this one, and be one a founder types or picks (not a file or rows). If you move it below, the builder tells you which question to move.
- A hidden question is never required. When the founder sends, Delsivo checks the same rule on the server, so a hidden question can't block them and its answer isn't sent.
- If the earlier question is hidden too, so is this one.
The canvas shows the condition under the question, and the list marks it with a branch icon.
Preview, save and publish
- Preview opens Founder preview. Answer the questions to see follow-ups appear. Switch between desktop and phone width. Nothing is saved.
- Save draft keeps your changes without affecting anything.
- Publish version 3 lists what changed, such as added, condition, columns or moved, then makes it live.
Each request keeps the questions it was composed with. Publishing a new version never changes a request already sent, including its conditions and columns.
Frequently asked questions
Can a follow-up depend on a file or on repeating rows?
No. Conditions work with answers founders type or pick: text, numbers, amounts, dates, web addresses and choices.
Does the founder see the condition?
They see the follow-up only when it applies, with a line such as "Asked because "Do any customers prepay annually?" is Yes."
Can I set different questions for one founder?
Yes. Edit the questions in the composer when you prepare the request. See Send a request to a founder.
Something unclear or missing? Tell us