Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Form Permissions and Limits
The 6 Forms permissions and the plan limits for forms.
What your team may do with forms, and how many forms your plan allows.
Overview
This guide lists the 6 Forms permissions and the limits.
Who Can Access
Agency Admin
Permissions
Set them in Settings → Roles & Permissions under Services, forms & coupons. The owner and co-admins can do everything.

Limits
- Your plan sets how many forms you can have, drafts included. At the limit, Create Form is hidden.
- Order forms use your monthly order and client allowances; when they run out, buyers are told orders aren’t being taken.
- Contact forms use your monthly lead allowance.
- Intake and onboarding forms have no limit on submissions.
Frequently Asked Questions
Do example forms count?⌄
No.