This month’s work has centred on improving how forms are shared externally, refining subscription and pricing experiences, and building out some exciting new functionality around PDFs, AI, and document management.

Below is a summary of what’s new, what’s improved, and what’s coming next.

Annual subscription options are now available, giving organisations greater flexibility in managing their IndyForms plan.

This gives teams another way to subscribe, based on their budgeting preferences, and enjoy the annual savings!

We’ve made major progress on external user access, including the core workflow for inviting limited-access users and sharing forms with them through secure email links.

This lays the groundwork for a much more flexible way to collaborate with people outside your organisation, without requiring a full internal user account.

We’ve introduced improvements to how templates are shared across IndyForms.

You can now copy permissions and form settings across your organisations and from our Templates (marketplace).

This means our new and improved templates can include pre-configured permissions, due dates, and section-level access controls right out of the box!

These enhancements make templates more powerful, consistent, and ready to use, helping teams get up and running faster with the right structure already in place.

A big focus this month has been on improving how forms are shared with external or limited-access users.

The team has been refining permission handling, invitation behaviour, and secure access links so external recipients can interact with forms more easily, while keeping access controlled and secure.

This work also supports future improvements to scheduled sharing, notifications, and broader collaboration outside the platform.

We reviewed and improved several edge cases related to tenant invitations and first-time user access.

This work aims to prevent confusion when users are invited to an organisation, especially when someone declines an invite or accidentally ends up in the wrong sign-up flow.

One of the key priorities coming next is automatic PDF email delivery.

This will allow submitted form PDFs to be sent directly to selected email recipients or preconfigured users, making it much easier to distribute completed records without manual downloads and sends.

We’re continuing to build on the external user framework, so sharing forms outside your organisation becomes even more seamless.

Upcoming work includes tightening permissions, finishing the remaining security and form-loading behaviour, and extending what external users can do once a form has been shared with them.

We’re also exploring a more embedded AI experience inside the form designer itself!

The goal is to let users work with AI after a form has been created — for example, asking AI to update a form, suggest changes, or help shape content directly in context.

Another exciting area in progress is an AI chat experience inside IndyForms!

This would provide a dedicated place for AI conversations, making it easier to query form data, ask questions about records, and eventually help admins complete tasks through guided actions and confirmations.

The document library remains an important area of improvement, with planned work around:

These updates are designed to make IndyForms more useful as a central workspace for both forms and operational documents.

Looking ahead, we’re also planning smarter form-building capabilities such as calculated fields and richer dynamic behaviours.

These enhancements will help users build more advanced workflows directly in IndyForms, especially for use cases involving totals, pricing, funding calculations, and conditional form logic.