Data Capture Form Template

Ad-hoc notes in spreadsheets and DMs are hard to search later. This data capture form template logs a contact, category, source, and short summary through one shareable link.

Great for

• Front desks logging walk-in leads and partner visits
• Support teams capturing notes with an optional attachment
• Event staff recording contacts from a tablet or phone

Keep category and source as dropdowns so your exports stay consistent. A short summary beats a dozen optional fields that nobody fills in.

Optional file upload covers badges, screenshots, or PDFs without making every entry require one. Export CSV when you need to hand the list to another tool.

Questions in this template

1. Full name *
   Name
2. Email *
   Email
3. Phone (optional)
   Phone
4. Category *
   Dropdown Lead, Support, Partner, Event, Other
5. Source *
   Dropdown Website, Referral, Walk-in, Event, Other
6. Summary *
   Long text
7. Attachment (optional)
   File upload