<h2><span style="color:#2c3e50">Transform your product management with our system template</span></h2> 
 
<p><span style="color:#2c3e50">Are you ready to streamline your product management process? Our product management system template is designed to help you efficiently track tasks, manage engineering projects, and guide your product from concept to launch. With this customizable solution, you&rsquo;ll ensure that every aspect of your product development is well-organized and on track.</span></p> 
 
<h3><span style="color:#2c3e50">Who can use it?</span></h3> 
 
<ul> 
 <li><span style="color:#2c3e50"><strong>Product teams</strong>: Keep all project details in one place and ensure every team member is on the same page.</span></li> 
 <li><span style="color:#2c3e50"><strong>Businesses</strong>: Scale your product management efforts to align with your </span><a href="https://www.formaloo.com/blog/how-to-analyze-survey-data-to-maximize-company-growth"><span style="color:#2c3e50">company&rsquo;s growth</span></a><span style="color:#2c3e50"> and objectives.</span></li> 
 <li><span style="color:#2c3e50"><strong>Team leaders</strong>: Oversee progress and manage tasks effectively to drive your team towards success.</span></li> 
</ul> 
 
<h3><span style="color:#2c3e50">Key features of the product management system template</span></h3> 
 
<ul> 
 <li><span style="color:#2c3e50"><strong>Kanban boards</strong>: Visualize your tasks and projects with intuitive boards that help you track progress and manage workflows.</span></li> 
 <li><span style="color:#2c3e50"><strong>Filtered tables</strong>: Organize and view data by applying </span><a href="https://help.formaloo.com/en/articles/8494576-how-to-filter-data-sets"><span style="color:#2c3e50">filters</span></a><span style="color:#2c3e50"> to see exactly what you need.</span></li> 
 <li><span style="color:#2c3e50"><strong>Form view</strong>: Create and manage forms for collecting important information and feedback.</span></li> 
 <li><span style="color:#2c3e50"><strong>Lookup fields</strong>: Easily reference and integrate data from different sources to keep everything interconnected.</span></li> 
</ul> 
 
<h3><span style="color:#2c3e50">How to customize your template with Formaloo features</span></h3> 
 
<ul> 
 <li><span style="color:#2c3e50"><strong>Adjust views</strong>: Use filters &amp; sorts to display only the necessary data and hide columns to focus on key metrics.</span></li> 
 <li><span style="color:#2c3e50"><strong>Organize teams</strong>: Utilize the group feature to categorize and view team members by their roles and responsibilities.</span></li> 
 <li><span style="color:#2c3e50"><strong>Enhance forms</strong>: Personalize your forms by adding cover images and logos to match your brand identity.</span></li> 
 <li><span style="color:#2c3e50"><strong>Build insightful dashboards</strong>: Use </span><a href="https://help.formaloo.com/en/articles/8190429-table"><span style="color:#2c3e50">tables</span></a><span style="color:#2c3e50">, </span><a href="https://www.formaloo.com/blog/how-to-leverage-charts-to-showcase-form-responses"><span style="color:#2c3e50">charts</span></a><span style="color:#2c3e50">, and </span><a href="https://www.formaloo.com/blog/how-to-create-a-kanban-board-in-formaloo"><span style="color:#2c3e50">boards</span></a><span style="color:#2c3e50"> to create clear and actionable views of your data.</span></li> 
</ul> 
 
<h3><span style="color:#2c3e50">Additional tips for optimal use</span></h3> 
 
<ul> 
 <li><span style="color:#2c3e50"><strong>Gather feedback</strong>: Integrate surveys to collect </span><a href="https://www.formaloo.com/blog/gathering-insights-through-customer-feedback-forms"><span style="color:#2c3e50">customer insights</span></a><span style="color:#2c3e50"> and refine your product strategy.</span></li> 
 <li><span style="color:#2c3e50"><strong>Conduct market research</strong>: Use the collected data to understand market trends and improve your product offerings.</span></li> 
 <li><span style="color:#2c3e50"><strong>Ensure data security</strong>: Manage access levels to protect sensitive information and maintain privacy.</span></li> 
</ul> 
 
<p><span style="color:#2c3e50">Explore how to leverage Formaloo&rsquo;s powerful no-code app builder to enhance your product management process. Whether you&#39;re working with a small team or a large organization, Formaloo&rsquo;s tools and features make it easy to stay organized and productive.</span></p> 
 
<p><span style="color:#2c3e50">Ready to take your product management to the next level? Sign up for Formaloo today and start building a custom solution that fits your needs.</span></p>

Product Management System

<h2>Craft effective go-to-market strategies</h2> <p>This go-to-market strategy template by Formaloo assists <strong>product managers, marketing teams, and entrepreneurs</strong> in developing a <strong>comprehensive plan</strong> for launching and scaling a new product or service.</p> <h2>Structure your go-to-market strategy:</h2> <p>The template guides you through a series of questions to <strong>outline your strategy</strong>:</p> <ul> <li><strong>Customer segmentation:</strong> Identify your target market and their specific needs.</li> <li><strong>Competitiveanalysis:</strong> Assess your competitors&#39; strengths and weaknesses.</li> <li><strong>Value proposition:</strong> Clearly define your product&#39;s unique value.</li> <li><strong>Launch channels &amp; marketing strategy:</strong> Determine how to reach your target audience and promote your launch.</li> <li><strong>Risk assessment:</strong> Identify and prioritize your riskiest assumptions.</li> <li><strong>Customer support:</strong> Plan for customer support and feedback collection.</li> <li><strong>Launch strategy:</strong> Define your launch timeline, target audience, and post-launch plans.</li> <li><strong>Metrics &amp; success criteria:</strong> Establish key performance indicators and success benchmarks.</li> <li><strong>Post-launch analysis:</strong> Outline plans for evaluating results, learning from insights, and determining next steps.</li> </ul> <h2>Customize for your product and market</h2> <p>This template allows you to <strong>modify the questions</strong> to gather information most relevant to your specific product or market. You can even <strong>add or remove variables</strong> to tailor the strategy to your unique needs.</p> <h2>Drive product success today!</h2> <p>Pick and customize the template today to create a well-structured go-to-market strategy that guides your product launch and drives sustainable growth.</p>

Go-to-market strategy template

<h2>Measure your investment returns easily</h2> 
 
<p>This ROI calculator form template by Formaloo helps <strong>investors, entrepreneurs, and business professionals</strong> <strong>calculate and track their return on investment (ROI)</strong>.</p> 
 
<h2>Quickly calculate ROI with real-time updates</h2> 
 
<p>Simply input your <strong>initial investment</strong> and <strong>exit value</strong> to instantly see your <strong>net profit</strong> and <strong>ROI percentage</strong>. The form updates calculations in real time as you enter data.</p> 
 
<h2>Save and track your calculations</h2> 
 
<p>Submit the form to <strong>save your ROI calculations</strong> for future reference and analysis.</p> 
 
<h2>Customize for your investment needs</h2> 
 
<p>While the template provides a basic ROI calculation, you can <strong>customize the form</strong> to include additional fields or calculations that align with your specific investment goals.</p> 
 
<h2>Start tracking your ROI today!</h2> 
 
<p>Pick and customize the template to easily calculate and track your investment returns.</p>

Return on investment calculator

<h2>Make your standup daily meetings more fun!</h2> 
 
<p>A Standup Daily Meeting form template is a tool designed to facilitate efficient daily check-ins among team members. The purpose of the Standup Daily Meeting is to keep everyone on the same page about the progress of ongoing projects, identify any roadblocks or issues that need to be addressed, and ensure that everyone is aligned on priorities for the day.</p> 
 
<p>The Standup Daily Meeting form typically includes questions related to each team member's progress on their assigned tasks, any challenges they are facing, and what their priorities are for the day.</p> 
 
<p>The questions may also cover topics such as upcoming deadlines, feedback on the progress of other team members, and any relevant updates or announcements.</p> 
 
<h3>Who is it for?</h3> 
 
<p>The Standup Daily Meeting form template is typically used by teams and organizations across various industries, including software development, project management, and marketing.</p> 
 
<p>The “Design” tab of your form’s editor page gives you lots of opportunities to customize your form’s design. For example, you can change font and color, add background images, add your logo, or even customize the text on the buttons and messages.</p> 
 
<p>Add more relevant questions for your team and add <a href="https://www.formaloo.com/en/blog/how-to-use-formaloo-logic/">conditional logic</a> to change the form's path depending on the team or the project.</p> 
 
<p>You can also <a href="https://youtu.be/XMvnZw_X2j4" rel="noopener">get notified</a> and receive an email every time the form gets a new response.</p> 
 
<h3>Features used in this template:</h3> 
 
<p>Multi-step form<br> 
- Long text fields</p> 
 
<p>You can create a Kanban board out of this form data so you can keep track of your tasks progress. Add an admin-only field to write the status of each submitted task and drag it through your pipeline.</p> 
 
<p>You can create an app and give specific <a href="https://www.formaloo.com/en/blog/how-to-manage-your-teams-access-to-your-folders-and-forms/">access</a> to your team depending on their roles.</p>

Daily report

<h2>Update your OKR right here every sprint.</h2> 
 
<p>The process of regularly reviewing your OKRs to make sure you're acting appropriately at the right time is known as OKR tracking. It helps in getting a sense of the progress made toward your objectives, and it is typically accomplished with the use of monthly or quarterly check-ins.<br> 
You can measure and evaluate your results in relation to your objectives with the help of an OKR template. It tells you if you're making the right decisions and how to change your procedures to better represent your performance.</p> 
 
<h3>Who is it for?</h3> 
 
<p>Product teams<br> 
- Marketing teams<br> 
- Startups and entrepreneurs</p> 
 
<p>Customize this template by adding your own questions, logos, and images of your institutions. Send <a href="https://www.formaloo.com/en/blog/how-to-send-custom-emails-to-your-form-submitters/" rel="noopener">custom emails</a> to your form submitters and get instant notifications to keep track of your OKR updates.</p> 
 
<p>Add <a href="https://www.formaloo.com/en/blog/how-to-use-formaloo-logic/" rel="noopener">conditional logic</a> to make your form more personalized and only show relevant questions to each team depending on their previous answers.</p> 
 
<p>Create <a href="https://www.formaloo.com/en/blog/how-to-create-advanced-charts-with-no-code/" rel="noopener">advanced charts</a>, tables, and boards to make more informed decisions based on the data gathered.</p> 
 
<p>With Formaloo, you can <a href="https://www.youtube.com/watch?v=EH3TecKgWp4" rel="noopener">collaborate with your team members</a> by sharing the reports and setting up <a href="https://www.formaloo.com/en/blog/how-to-manage-your-teams-access-to-your-folders-and-forms/" rel="noopener">different access levels</a>.</p> 
 
<h3>Features used in this template:</h3> 
 
<p>Multi-step form<br> 
- Dropdown menu<br> 
- Conditional logic</p> 
 
<p>By using Formaloo's easy-to-use platform, you can quickly customize the template to match your specific needs and start collecting data in just a few clicks.</p> 
 
<p>Give it a try and see how it can simplify your OKR tracking system.</p> 
 
<p><a href="https://id.formaloo.com/profiles/signup/" rel="noopener">Sign up</a> for Formaloo today and start collaborating with your team in just a few clicks!</p>

OKR tracking

<h2>Gather project updates from all your teams in one place!</h2> 
 
<p>An outline of the project's current state is given in detail to stakeholders in a project update report form template. The form gathers data on the project's development, including completed milestones, key performance indicators, budget updates, and prospective risks and difficulties.</p> 
 
<p>Project managers and team leaders frequently use the template to inform and synchronize stakeholders with the project's goals. Project summary, accomplishments, concerns and challenges, next steps, and a timeframe are typically included in the report, which can be tailored to the particular needs of the project.</p> 
 
<p>Project managers may guarantee that stakeholders have a clear grasp of the project's development and can make informed decisions regarding its direction by employing a project update report form template.</p> 
 
<h3>Who is it for?</h3> 
 
<p><strong>- Project managers<br> 
- Stakeholders<br> 
- Business owners<br> 
- Team leaders</strong></p> 
 
<p>You can customize this template to your own by adding your logo and your brand's colors. Use a <a href="https://www.formaloo.com/en/blog/custom-domain/" rel="noopener" target="_blank">custom domain</a> for it and send <a href="https://www.formaloo.com/en/blog/how-to-send-custom-emails-to-your-form-submitters/" rel="noopener" target="_blank">custom emails</a> to your ambassadors.</p> 
 
<p>Watch this video to see <a href="https://www.youtube.com/watch?v=sibb19dQ7qA" rel="noopener" target="_blank">how to customize your form to the next level</a>.</p> 
 
<p>Use the <a href="https://www.formaloo.com/en/blog/how-to-use-formaloo-logic/" rel="noopener" target="_blank">logic</a> to redirect to the product that is suitable for the user or show them more relevant questions based on their previous answers.</p> 
 
<p>You can also <a href="https://youtu.be/XMvnZw_X2j4" rel="noopener" target="_blank">get notified</a> and receive an email every time the form gets a new response and send <a href="https://www.formaloo.com/en/blog/how-to-send-custom-emails-to-your-form-submitters/" rel="noopener" target="_blank">custom emails</a> to your customers to match your brand.</p> 
 
<h3>Features used in this template:</h3> 
 
<p><strong>- Single-step form<br> 
- Dropdown field<br> 
- Long text field</strong></p> 
 
<p><a href="https://www.formaloo.com/en/blog/how-to-build-web-applications-without-coding/" rel="noopener" target="_blank">Create an app</a> out of your form to track all your data. You can get instant reports with different views such as tables, charts, galleries, and boards.</p> 
 
<p><a href="https://www.formaloo.com/en/blog/how-to-create-advanced-charts-with-no-code/" rel="noopener" target="_blank">How to create advanced charts</a>.</p> 
 
<p>With Kanban boards, you can track the status of your projects and organize your data in one place for better decision-making.</p> 
 
<p>You can also <a href="https://www.formaloo.com/en/blog/how-to-manage-your-teams-access-to-your-folders-and-forms/" rel="noopener" target="_blank">collaborate with your team</a> and manage their access to the form and reports based on their specific roles.</p> 
 
<p>Automate your processes by integrating your favorite tools with Formaloo. You can, for example, send notifications on Slack using <a href="https://www.formaloo.com/en/blog/marketing-automation-made-easy-with-formaloo-and-zapier/" rel="noopener" target="_blank">Formaloo and Zapier.</a></p>

Project status report

<h2><strong>Welcome to the Office Inventory App Template!</strong></h2> <p>Whether you are trying to manage the talent for a single project, a whole region, or across an entire agency, this template allows you to identify available resources based on role, skill(s), location, and current availability.</p> <h3><strong>Who is this template for?</strong></h3> <p>This template is perfect for project managers who need to manage office inventory for a single project, a whole region, or an entire agency.</p> <p>It&#39;s also ideal for anyone who wants to streamline their inventory management process and increase productivity.</p> <h3><strong>Features used in this template</strong></h3> <ul> <li><strong>Dropdown field</strong></li> <li><strong>Yes/No field</strong></li> <li><strong>File upload field </strong></li> <li><strong>Multi-choice question</strong></li> </ul> <ul> </ul> <p>We&#39;ve preloaded this App with a couple of formaloo blocks to help you make the most out of your agency talents and projects. You can delete the data of each formaloo by opening its &quot;Responses&quot; tab.</p> <p>With this template, you can easily:</p> <ul> <li>Create and manage app blocks like tables, charts, and more.</li> <li>Keep track of all employees and their status with the &quot;Employees&quot; formaloo.</li> <li>Manage all devices in your office with the &quot;Devices&quot; formaloo.</li> <li>Record all furniture items in your office with the &quot;Furniture&quot; formaloo.</li> <li>Manage the snack orders made by employees with the &quot;Snack Orders&quot; formaloo.</li> <li>Customize the template to fit your unique needs with logic and calculation features.</li> <li>Send custom emails to employees or stakeholders to keep them informed about inventory changes.</li> </ul> <p>You can also add surveys to gather customer feedback, conduct market research, improve product development, and enhance customer engagement with interactive forms and surveys.</p> <p>By managing the <strong>access levels</strong>, you can ensure it is a safe space that keeps your data private and secure. That is why Formaloo provides a login &amp; sign-up feature to switch your app to a membership-only portal.</p> <p>Also, access management allows your team to access pertinent data, enabling them to effectively accomplish their work.</p> <h3><strong>Modules</strong></h3> <p>When you pick this template, a folder will be added to your dashboard that includes the following formaloos:</p> <ul> <li>Use the <strong>&quot;Office Inventory App&quot;</strong> formaloo to manage your app blocks like tables, charts, etc. in your office inventory management app.</li> <li>Use the <strong>&quot;Employees&quot; </strong>formaloo to manage and keep track of your employees and their status. We&#39;ll then look up their name in the following formaloos to track who is in charge of which inventory item.</li> <li>Use the <strong>&quot;Devices&quot; </strong>formaloo to keep track of all electronic devices in your office.</li> <li>Use the <strong>&quot;Snack Orders&quot;</strong> formaloo to manage the snack orders made by employees.</li> <li>Use the <strong>&quot;Furniture&quot; </strong>formaloo to record all furniture items in your office inventory.</li> </ul> <p>With our powerful <strong>no-code app builder</strong>, you can easily create apps to collect data from your team or customers. And with our advanced analytics and reporting tools, you can analyze that data to gain valuable insights into your business.</p> <p>Formaloo also makes collaboration easy, with features like team permissions and real-time collaboration tools.</p> <p>Whether you&#39;re working with a small team or a large organization, Formaloo has everything you need to stay organized and productive.</p> <p>Learn more about how to create a web app without any code.</p> <p>So if you&#39;re looking for a powerful and flexible platform to help you grow your workflow or improve your team&#39;s productivity, look no further than Formaloo.<a href="https://id.formaloo.com/profiles/signup/"> <u>Sign up for free</u></a> today and start creating custom apps that work for you.</p>

Office Inventory App

<h3>Who is this template for?</h3> 
 
<p>This template is built for&nbsp;<strong>agencies, freelancers, and service providers</strong>&nbsp;who need a faster, more professional way to collect client project requests and respond with branded proposals. Whether you offer&nbsp;<strong>web design, branding, marketing, consulting, or other services</strong>, this template helps you eliminate endless back-and-forth emails and deliver instant, customized proposals.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>The template goes beyond a simple form. It uses&nbsp;<strong>smart logic and calculations</strong>&nbsp;to adapt questions to the service type, capture only relevant details, and automatically estimate project costs. Once a client submits their request, the system generates a&nbsp;<strong>personalized PDF proposal</strong>&nbsp;and sends it via email instantly&mdash;no manual work required.</p> 
 
<h3>Key benefits:</h3> 
 
<ul> 
 <li> 
 Collect&nbsp; <strong>structured project requests</strong>&nbsp;without chasing details 
 </li> 
 <li> 
 Show only the follow-up questions that match the selected service 
 </li> 
 <li> 
 <strong>Auto-calculate pricing</strong>&nbsp;based on project scope, duration, and services 
 </li> 
 <li> 
 Deliver&nbsp; <strong>instant branded PDF proposals</strong>&nbsp;via automated email 
 </li> 
 <li> 
 Save time with&nbsp; <strong>ready-to-use email templates</strong>&nbsp;for client communication 
 </li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<ul> 
 <li> 
 Adjust form layout, fields, and service categories to fit your business 
 </li> 
 <li> 
 Modify pricing logic to match your cost structure 
 </li> 
 <li> 
 Brand emails and PDF proposals with your&nbsp; <strong>logo, fonts, and colors</strong> 
 </li> 
 <li> 
 Extend the form into a&nbsp; <strong>client portal</strong>, letting clients log in, review requests, and track project status 
 </li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>By combining&nbsp;<strong>project intake, cost calculation, and proposal generation</strong>&nbsp;into one automated workflow, this template helps you respond to clients faster, improve conversion rates, and build trust through transparency. It&rsquo;s a must-have tool for any agency or service provider looking to streamline operations and scale without adding extra admin work.</p> 
 
<p>&nbsp;</p>

Client project or service request with PDF proposal generation

<p>Collect client satisfaction scores and testimonials with auto-filled profiles and ready-to-use workflows.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for agencies, customer success teams, and service providers who want to measure client satisfaction and collect testimonials without extra hassle. It works best for account managers, marketers, and project leads who need recurring NPS surveys and client feedback that stays linked to each customer profile. By using reusable profiles, you can focus more on insights and less on manual data entry.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with ready-to-use NPS and testimonial workflows. Clients fill their profile once, and every feedback submission auto-fills their details to save time. Linked tables and customizable templates keep all records structured and ready for reporting.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Client Profile form</strong>&nbsp;where contact details, company info, and role are entered once and reused across all surveys (learn more about Memory Forms)</li> 
 <li>An&nbsp; <strong>NPS &amp; Testimonial form</strong>&nbsp;that auto-fills client details and collects recurring satisfaction scores, reasons, and testimonials (see how to auto-fill with Memory Forms)</li> 
 <li>A&nbsp; <strong>Client Directory table (User Directory)</strong>&nbsp;storing all client profiles in one secure place (how to add and edit fields in your User Directory)</li> 
 <li>A&nbsp; <strong>Feedback &amp; Testimonials table</strong>&nbsp;linking every submission back to the client profile for a 360&deg; view (learn how to manage linked submissions)</li> 
 <li>Instructions for customizing&nbsp; <strong>email and PDF templates</strong>&nbsp;to send automated thank-you notes, follow-up alerts, and branded testimonial reports</li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps you track client satisfaction trends and testimonials with less manual work. Client data stays consistent across surveys, while your team gets actionable insights at every stage. Testimonials can easily be reviewed, approved, and published with admin-only fields.</p> 
 
<ul> 
 <li>Eliminate repetitive data entry &mdash; client profiles are filled once and reused everywhere</li> 
 <li>Track NPS trends over time with built-in charts and admin-only status fields</li> 
 <li>Automate thank-you emails, alerts for low scores, and testimonial publishing workflows</li> 
 <li>Keep all client records centralized, organized, and linked to their profile</li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You&rsquo;re free to tailor the template to fit the exact needs of your agency. From adjusting survey questions to branding emails and PDFs, everything can be aligned with your process. Logic settings can also be tweaked to trigger reminders or internal alerts automatically.</p> 
 
<ul> 
 <li>Fully customize client profile fields to match your workflow (e.g., add industry, account manager)</li> 
 <li>Edit admin-only fields to manage review and publish status of testimonials</li> 
 <li>Adjust logic to trigger follow-ups when conditions are met (e.g., NPS score &le; 6 = support follow-up)</li> 
 <li>Brand the design, emails, and PDFs with your agency&rsquo;s identity</li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes NPS tracking and testimonial collection simple, consistent, and reliable. Clients provide their information once, and every survey focuses only on their current satisfaction and feedback. Agencies save time, reduce errors, and build stronger client relationships with automated workflows, clear insights, and publish-ready testimonials.</p>

Startup