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Guided onboarding, invoice composition, and validated imports.
Reusable form patterns that handle review, repeatable fields, validation, and a real local save.
A three-step flow with step-level validation.
Collect contact details, account context, and segments, then review the record before saving.
Repeatable line items and dependable money math.
Compose multiple items, preview discounts and tax, and create a printable local invoice.
Preview each row. Save the whole batch together.
Validate up to 50 rows before an atomic local import.
An editable collection inside a validated form.
Clear next steps after a successful action.
The form recipes create records in the same workspace as the management modules.