Features and functionality

Customizable form

A flexible form with a variety of field types that can be adjusted to your needs.

Multi-step forms

Break down the referral process into manageable steps.

Step and section logic

Show or hide steps and sections based on question responses for a tailored experience.

Conditional logic

Show or hide steps and sections based on question responses for a tailored experience.

Simple, focused design

Promotes high completion rates.

Build your Referral Form today

Proceed with the template and have your form ready in minutes.


A Referral Form is a document used to facilitate the process of referring individuals or clients to other services, programs, or professionals who can better address their needs. This form typically includes fields where the referring party can provide details about the individual being referred, such as their name, contact information, reason for referral, and any relevant background information. Additionally, the form may include sections for the receiving party to acknowledge receipt of the referral and provide updates on the status of the referral process.

As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).

All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Basic plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full access.

Our awesome features

Untapped Capital VC firm keeps its LPs informed with investor portal built with Softr

I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere.

Yohei Nakajima General Partner, Untapped Capital


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