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    Transaction dispute resolution form

Transaction dispute resolution form

Comprehensive multi-step dispute resolution form template to collect information about the transaction, including personal details, transaction specifics, supporting documents, and more.

Live preview ↗ Use this template →
48 downloads
28 fields
7 steps
Welcome step of 'Transaction dispute resolution form' with an image, introduction text, and a 'Start' button
  • Secure
  • GDPR-compliant
  • Mobile-friendly
  • WCAG2-compliant
  • Blazing fast
  • Customizable

Conditional steps

This dispute resolution template uses conditional logic to make the form dynamic and reactive. The "Transaction type" question diverts the customer to the appropriate step, asking them questions specific to the nature of their transaction.

Field insights

Field analytics help you understand user responses. For this template tracking "Did the POS machine seem error-prone?" can reveal patterns in merchant issues. This data helps businesses identify problematic vendors and improve service reliability. It streamlines addressing customer grievances and enhances satisfaction.

Horizontal bar chart showing the distribution of responses for the multiple choice field 'Did the POS machine seem error-prone?'
Field analysis

Form engagement report

Engagement analysis helps you spot where users drop off in this dispute resolution form. Identify confusing steps, improve those sections, and reduce user drop-offs. Streamline the form for smoother user experience. This leads to quicker dispute resolutions and happier customers, benefitting your business.

Engagement analysis for 'Transaction dispute resolution form' showing the time spent on each form step, and the drop-off rate
Step engagement and drop-off analysis

Questions and answers

Can I customize the fields in this template?

Yes, you can customize the fields in the Transaction Dispute Resolution Form template. You can add, remove, or modify fields to match your specific needs. This allows you to tailor the form to collect the exact information you require for dispute resolution.

Can the users submit supporting documents?

Yes, the form includes fields users can upload supporting documents directly. These documents can include receipts, communication records, or any other files that support your dispute claim. Users can click on the file upload field and select the files from your device.

Is there a way to let the users preview their data before they submit the form?

Yes, the last step of the form neatly presents all the form information entered so far, allowing the users to confirm the information before submitting the form. You can make this step even stricter by adding a required checkbox field.

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  • Secure
  • GDPR-compliant
  • Mobile-friendly
  • WCAG2-compliant
  • Blazing fast
  • Customizable
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Formcrafts - a form and survey platform for Salesforce, HubSpot, etc

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