Collect feedback using standardized forms

Jake Sawyer

Updated June 05, 2026 20:15

Feedback forms are flexible tools that empower customer-facing teams to submit feature requests directly to product teams on behalf of their customers or prospects. Admins can build and define forms with various input types (e.g., text, number, importance, customer) and set them as required.

This streamlined process will ensure that valuable insights and customer needs are efficiently communicated and appropriately considered in the product development process.

How do feedback forms work?

Feedback forms live within your workspace. Your colleagues can access your forms from within Productboard.

You can have multiple forms within your workspace. This is particularly helpful if you have multiple products, if you want to collect feedback differently from prospects and customers, or if you want to localize forms to a specific market or language.

Forms are designed to help you:

Collect feature requests submitted by internal teams (sales, customer success, support, leadership...) on behalf of customers.
Collect feedback on existing features from internal teams.
Collect new ideas from your internal teams.

Note: You can't share forms with external audiences yet. For now, only members of your workspace can open and fill out forms.

Creating a new feedback form

Note: You must be an admin to create a form.

To create a feedback form:

From the bottom of the Main menu, click Settings > Forms.
Click New form.
Give the form a name at the top.
Add, edit, and remove fields as desired. See Managing form fields below for details.
(Optional) Use the Preview button in the top right corner to see how your form will look once it's live.
When you're done, click Create form.

Editing an existing form

To edit an existing form:

From the bottom of the Main menu, click Settings > Forms.
Beside the form you wish to edit, click ••• Show more > Edit form.
Make your edits.
When you're done, click Update form.

Managing form fields

You can add fields to your form by clicking Add input near the bottom of the list of fields, and you can remove fields by clicking the Remove input button in the top-right corner of a field's panel. You can also indicate whether a question is required from there.

To rearrange fields in your form, click and drag the handle to the left of the field's name.

Form fields have sections you can customize:

Question determines the name of the field on the front-end.
Description determines the ghost text that appears in the field's input box to help users know what to write.

Other fields have Values instead of Description. Each value you add gives the user another option when answering that question. You can add options using the Add option button at the bottom of the list, rearrange options by clicking and dragging the handles on the left, or remove options with the buttons on the right.

Available form fields

There are several field types you can use to build your forms. You can define each field's label, placeholder text, and whether it's required or not. The available field types are:

Note title: Defines the title of the note created by this form. Use this to describe the main topic or feedback.
Short text: For short-form answers.
Long text: For longer, open-ended answers.
Number: Only accepts numerical values. Good for collecting opportunity values, satisfaction rates, license numbers...
Date: Pick a date from a calendar. Great for capturing information like renewal dates and conversation dates.
Single-select: Define a list of values from which users can select a single option. Good for recording things like account type or location.
Multi-select: Define a list of values from which users can select multiple options. Great for adding certain qualifiers from a list.
Customer: Internal users can select the customer on whose behalf they're submitting feedback.
Link to feature: User can select any unrestricted product, component, feature, or subfeature in your workspace's product hierarchy. They cannot create new entities.
Importance: Indicate that the note is Critical, Important, or Nice to have. If the note is linked to a feature, this will impact that feature's Customer Importance Score.

Notes from forms in Productboard

When a form is submitted, it creates a note which you can access on any insights board. The note is structured the same way as the form, making it easy to navigate through its contents. You can filter them using the Form filter on the insights board.

Note: Notes generated by a form with the 'Link to feature' field are not automatically marked as Processed.

Sharing forms with your colleagues

There are two ways to have people fill out forms:

Share a link to the form directly.
Map the form to certain touchpoints within your workspace.

Note: Keep in mind that forms are internal only. Sending a link to an external stakeholder or mapping a form to your external-facing portal will not allow people who aren't members of your Productboard workspace to use the form.

Sharing a direct link to a form

From the forms management page, click the Link button under Actions to copy a form's URL, which you can then send to your colleagues or paste in an accessible location.

People who access the link will be required to log into Productboard before they can fill in the form. Only workspace members can open and submit the form. We recommend bookmarking the URL so you can easily access the form to submit feedback.

When a member submits a form, they are automatically added as a follower of the note. Once the note is linked to a feature, all followers of that note get notified by email. This ensures that your customer-facing teams can effectively close the loop with customers.

Mapping a form to certain touchpoints in your workspace

From the forms management page, click Map forms. On this tab, you'll see a list of touchpoints to which you can assign one or more forms. Currently, eligible touchpoints are:

New insight submission, which occurs when a user clicks the Create insight button on any insights board or from the global Create button. When assigned, users can choose whether to create a blank note or use the assigned form.
The Submit idea button found on any portal. You can assign the same form or a different form to each portal in your workspace, if you have multiple. The assigned form replaces the default Submit idea options; visitors must use the assigned form.

Click Add form beside a touchpoint and choose a form from the dropdown menu to assign it to that touchpoint. To unassign a form, click the X beside its name.

Note: You can assign multiple forms to one touchpoint. Users will simply be asked to choose which form to use when interacting with that touchpoint.

When you're done assigning forms, click Save changes.

Feedback form APIs

Once a form has been created, you can use public APIs to submit feature requests or feedback. Here is the relevant API documentation:

FAQ

Can I share the feedback form directly with my customer to submit their feature requests?

No, it is currently not possible to share forms externally. We will add this option soon.

Can I use forms in the portal to collect new ideas?

Yes, but forms are only visible internally. It's currently not possible to share forms externally, including via portals.

What can I do if I don't want to let contributors link notes to feature ideas directly?

The 'Link to feature' input field is optional and you don't have to add it to your form.

Can I aggregate the number input collected in forms?

Not yet. We know this is important for informed prioritization and it's on our radar.