We would like to use Jotform for contract signing

  • jason3157
    Asked on June 17, 2015 at 12:04 PM

    Does the fillable PDF form creator take conditional logic into account in any fashion?

    Let me share what we are trying to accomplish, as we consider JotForm as our replacement for Adobe Forms Central and to expand the role of a "form program" overall. We are a law firm that wishes to further automate its attorney-client agreement process, so we need a contract/agreement template. This is the process we are envisioning, although we are open to similar alternatives.

    1) *We* fill out the initial JotForm internally.

    2) The form's content becomes the language of the attorney-client agreement for legal services.

    3) Both we and the potential client receives an email with the PDF attorney-client agreement. 

    4) That PDF agreement has some fillable fields such that the client can input additional information and sign and date digitally and return to us. 

  • Carina
    Replied on June 17, 2015 at 12:07 PM

    Unfortunately conditional logic does not work on fillable PDF form.

    I believe it is possible to use Jotform like that. You can add the legal text to Text fields and then adding a checkbox without label with the text like "I agree":

    We would like to use Jotform for contract signing Image 1 Screenshot 40

    Then on the submission are you need to enable the option "Show header and text":

    We would like to use Jotform for contract signing Image 2 Screenshot 51

    If you wish that both you and your client to receive a PDF copy of the submission you need to enable email notifications and auto-responders and then add a PDF link to it:

    We would like to use Jotform for contract signing Image 3 Screenshot 62

    You can see the test form:

    http://form.jotformpro.com/form/51674307752963? 

     

    Let us know if this is a solution for you.