At Cyver Core, we’re always working to streamline your workflow and improve collaboration with clients. One powerful tool for doing just that is Request Forms – a simple, effective way for clients to request new projects, repeat tests, or schedule retests of remediated vulnerabilities.
Once you’ve enabled the feature and set up your forms, your clients can request repeat work or launch new projects in just a few clicks. That means less time spent on administrative setup and more time focused on delivery saving both time and money.
This is especially helpful if you offer retesting, pentest-as-a-service, or simply want to boost customer lifetime value by making it easier for clients to keep coming back with new projects.
Two Types of Request Forms
In Cyver Core, pentesters can create:
- Pentest Request Forms
- Continuous Assessment Request Forms
You can now also group these forms into Group Forms for better visibility and management in the Client Portal. This makes it easier for clients to find the right form quickly and helps you stay organized as your service offering grows.
Setting Up a Request Form: Easier Than Ever
Creating a request form in Cyver is simple and intuitive:
- Create a Group Form to organize your request types.
- Add a new Request Form – choose between Pentest or Continuous Assessment.
- Build the form with drag-and-drop ease – add the questions you need to kick off the project.
- Customize – set visibility, change field types, and reorder fields as needed.
Once you’ve set up your Client Request Forms, you can activate the “Request a Pentest” button for the Client Portal making it even easier for clients to initiate new projects directly within the platform.
Seamless Requests with Integrated Client Experience
Client Request Forms allows clients to seamlessly request pentests and continuous assessments right inside the platform. And with the Quote&Credit Add-on, you can take it a step further:
- Integrate credits, allowing clients to pre-pay for services.
- Send proposals and invoices directly through the platform.
- Enable budget pre-approval, so requests flow smoothly to the right stakeholders—no delays, no email chains.
This not only simplifies the client experience but also aligns your workflow with their procurement processes, helping you close deals faster.
Why Use Request Forms?
- Save time by reducing back-and-forth with clients
- Improve client experience with easy, self-service project requests
- Stay organized with structured data collection
- Scale your services by automating routine project intake
- Accelerate sales by integrating quotes, credits, and invoices
Request Forms are just one of the ways Cyver Core helps you deliver faster, collaborate better, and grow your business more efficiently. Ready to simplify project requests for your clients?
Start using Request Forms today or request a demo!