A referral occurs when a FormX.ai customer connects our sales team with a business they feel could benefit from our software.

Please note that you can’t refer yourself, a customer who is already using FormX.ai, or a business that is already in contact with our sales team.

Businesses buried in paperwork, especially those wrestling with invoices, receipts, and ID cards! If you know a company struggling with manual data entry, errors, or time-consuming document processing, send them our way.

We're constantly evolving, adding new features and models like magic. Check back often and witness the data revolution unfold!

If our sales team determines FormX.ai would be a good fit for your referral, we will contact them to schedule a software demo. If they qualify and attend the demo within 30 days of your referral submission, you are eligible for a $150 Demo Reward.

Once your referral successfully signs up and their plan becomes active, you'll be eligible for a New Sign-up Reward based on the final deal size they choose. We'll send your reward to you on or before the 14th day of the month following the date we receive payment from your referral.

Please email referral@formx.ai with any FormX.ai referral related questions. We're happy to help!