Some people use forms to collect information. Steven Tseng uses them to build systems.
With a background in financial engineering and derivatives pricing, Steven approaches tools differently.
For him, forms are not just fields and buttons. They are structured input layers that power automation, calculations and workflows.
Let’s take a closer look at who he is, what he has built and how SureForms fits into his ecosystem.
Meet Steven Tseng
Steven Tseng is a consultant with a background in financial engineering and derivatives pricing.
He runs the Quants Note ecosystem, which blends finance, automation and education to help professionals and small teams work smarter:
Steven currently operates three distinct platforms:
- quantsnote.com – Content, consulting, and financial automation tools.
- academy.quantsnote.com – Online learning for financial and tech professionals.
- ffcollection.art – An online art shop focused on curated collections.
His mission is to make automation affordable and operable, reducing manual work while elevating brand professionalism.
What Steven Built With SureForms
Steven’s work goes far beyond simple contact forms. He uses SureForms to create financial tools, automate agreements, and power intelligent workflows.
Retirement Calculator With Graphical Representation
This tool allows users to input financial data and instantly see structured projections of their retirement planning.
The results are presented visually, helping users better understand long-term outcomes.
For financial decision-making, clarity matters. The graphical representation makes projections easier to interpret and more actionable.
Mortgage Calculator With Graphical Representation
The mortgage calculator follows a similar principle. Users enter loan details, rates and terms, and the system processes the logic to produce structured repayment insights along with visual outputs.
It turns what could be a static spreadsheet calculation into an interactive, professional experience.
Interview With Steven Tseng
After getting to know about Steven’s impressive projects with SureForms, we interviewed him to gain insight into his SureForms experience.
Here are some questions we asked him and the answers in Steven’s voice.
What made you choose SureForms for your project?
“I chose SureForms because of its ‘user-first’ design philosophy. While I have used other well-known form plugins in the past, many of them feel like they are designed with a ‘tech-first’ mindset.
Even for simple forms, those tools often require navigating complex settings, which makes the process time-consuming.
SureForms, with its block-based concept, removed these barriers and allowed me to focus on the user experience immediately.”
How easy was it to create your project with SureForms?
“It was incredibly intuitive. The flow is logical, and I didn’t have to spend time learning a complicated interface.
The AI form generation feature was particularly helpful; for simple use cases, I could generate a form, make minor tweaks, and have it live within minutes.”
What feature in SureForms surprised you the most?
“I was most impressed by the seamless integration of various functions and the ‘Instant Form’ feature.
Being able to share a form link directly without embedding it on a webpage is a game-changer, it prevents the form scripts from affecting my site’s loading performance, which is crucial for SEO and user experience.”
Has SureForms improved your workflow or productivity?
“Absolutely. It has allowed me to build fully automated workflows that were previously difficult to manage. For example:
Contract & Acceptance Workflows: I created conversational forms for project sign-offs. The client confirms details step-by-step, electronically signs the document, and is then redirected to a checkout page.
Finally, a signed PDF is automatically emailed to them. This has significantly reduced my manual administrative work.
Crisis PR Generator: By integrating SureForms with OttoKit and AI, I built a tool that helps users generate professional PR drafts automatically during a crisis.”
If you also want to create PDFs from your form entries, check out this tutorial.
Did you try any other tools before SureForms? If so, what stood out to you as better or simpler in SureForms compared to those?
“Yes, I have used several major form plugins. The standout difference is the design experience. Other tools often prioritize “powerful features” at the expense of usability, making the design process feel heavy and technical.
SureForms manages to be powerful while remaining joyful and fast to use. It doesn’t feel like I’m fighting the tool to get what I want.”
Is there anything you’d like to see improved or added?
“I have three items on my wishlist:
Complex calculations: I plan to offer more advanced financial engineering calculators on my site, Quants Note, so more robust calculation logic would be helpful.
Deeper SureContact integration: It would be great if form options could directly link to specific Lists or Tags in SureContact (e.g., selecting a topic automatically tags the user).
Native charting: Since the form structure is so clear, I was able to write my own addon to generate charts for my financial calculators. However, having a native chart feature within SureForms would be a fantastic addition for all users.”
What would you tell someone considering SureForms?
“I would describe the experience as joyful, fast, and powerful. It’s a tool that lets you build professional, complex automation, like payment and signature workflows, without the headache usually associated with form builders.”
Takeaways from Steven’s Work
Steven’s work highlights something important.
Forms are often seen as simple input tools. But when structured well and combined with automation, they become the foundation for much bigger systems.
He chose SureForms not just for features, but for how it feels to build with it. The balance between power and usability allowed him to move quickly without sacrificing sophistication.
For consultants, educators, financial professionals, agencies and automation builders, the takeaway is clear.
If you want to build tools that look professional, automate real processes and scale without complexity slowing you down, the right form builder makes a measurable difference.
The addition of Native Integrations in SureForms makes it even easier and opens up new possibilities for what you can do with forms.
And that combination is what makes the difference between building forms and building systems.
