> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Frequently Asked Questions

> Find answers to common questions about OrbitForms.

Find answers to common questions about OrbitForms. Can't find what you're looking for? [Contact our support team](https://docs.useorbitcrm.ai/support/contact.md).

## Getting Started

> [accordion] How do I create my first form?
>
> Navigate to your dashboard and click "Create Form". Choose between a Standard Form or Flow Form, give it a name, and start adding fields. You can publish your form immediately or save it as a draft.

> [accordion] What's the difference between Standard Forms and Flow Forms?
>
> Standard Forms display all fields at once on a single page. Flow Forms present one question at a time, creating a conversational experience.

> [accordion] Can I try OrbitForms for free?
>
> Yes! New teams start with a 7-day free trial of a paid plan, which includes full access to that plan's features. A credit card is required at signup, and you won't be charged if you cancel before the trial ends.

## Forms & Fields

> [accordion] What field types are available?
>
> OrbitForms supports text, email, phone, number, textarea, dropdown, radio buttons, checkboxes, date picker, file upload, rating, and more. Each field type has customizable validation options.

> [accordion] Can I add conditional logic to my forms?
>
> Yes! You can show or hide fields based on previous answers. This is available on all plans and works with both Standard and Flow Forms.

> [accordion] How do I customize the look of my form?
>
> Go to the Styling tab in the form editor. You can customize colors, fonts, backgrounds, button styles, and more. Pro plans include access to custom CSS for complete control.

## Submissions & Data

> [accordion] How do I view form submissions?
>
> Click on any form in your dashboard, then navigate to the Submissions tab. You'll see all responses with the ability to search, filter, and export data.

> [accordion] Can I export my data?
>
> Yes! You can export submissions as CSV from the Submissions page. For Pro users, you can also set up automatic exports via webhooks or integrations.

> [accordion] How long is data retained?
>
> We retain submission data indefinitely on all plans. You can delete individual submissions or entire forms at any time.

## Sharing & Embedding

> [accordion] How do I share my form?
>
> Each form gets a unique shareable link. You can also embed forms on your website using our embed code, or integrate with platforms like WordPress, Webflow, and more.

> [accordion] Can I use a custom domain?
>
> Yes! The Advanced plan includes custom domain support. You can host forms on forms.yourdomain.com or any subdomain you choose.

> [accordion] Is the embed code responsive?
>
> Absolutely. Our embed automatically adapts to any container size and works great on mobile devices.

## Integrations

> [accordion] What integrations are available?
>
> We integrate with popular tools like Zapier, Slack, HubSpot, Salesforce, Google Sheets, Notion, and many more. You can also use webhooks for custom integrations.

> [accordion] How do webhooks work?
>
> Webhooks send real-time data to your server whenever a form is submitted. You can configure multiple webhooks per form with custom headers and payload formats.

> [accordion] Can I integrate with my CRM?
>
> Yes! We have native integrations with HubSpot and Salesforce. For other CRMs, you can use Zapier or our webhook functionality.

## Account & Billing

> [accordion] How do I upgrade my plan?
>
> Go to the Billing page in your dashboard. You can upgrade, downgrade, or cancel your subscription at any time.

> [accordion] What happens if I exceed my plan limits?
>
> We'll notify you before you hit your limits. If you reach your monthly response limit, your forms stop collecting new responses — visitors see a message that the form is no longer collecting responses. Upgrade your plan to resume immediately, or wait until the next billing period when your limit resets.

> [accordion] Do you offer refunds?
>
> Monthly subscriptions are non-refundable. For annual subscriptions cancelled within the first 14 days of the initial purchase or renewal, you can request a pro-rated refund for the unused portion — contact support and we'll process your request.


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