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    Need to know the best way to create my form

    Asked by lverette on May 17, 2017 at 08:40 PM

    1. Collect data: I need a form with fields that will collect wedding client information such as name address package chosen, signature, etc (that's the easy part).

    2. Display an agreement (via pdf or text) that the client must sign.  

    3. When submitted it must send a copy of the form fields and the signed agreement back to the client and me  (for legal reasons)

    4. Lastly, I need the client to be able to pay for their chosen package and options (like a checkout)

    I know at least 2 of these can be done, but I'm hoping all 4 can be done.  What is a good way to accomplish this or is it even possible?

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    JotForm Support

    Answered by Chriistian on May 17, 2017 at 11:20 PM

    1. Collect data: I need a form with fields that will collect wedding client information such as name address package chosen, signature, etc (that's the easy part).

    You can check some available JotForm templates and see which form templates that could help you to build forms immediately. Here's the link: https://www.jotform.com/form-templates/category/wedding

    Or you can start building your own forms to collect data from users. Here's a guide on how to get started creating forms: How to create your first web form.

    You can check out also some articles here: https://www.jotform.com/help/  to get more help.

    2. Display an agreement (via pdf or text) that the client must sign.  

    You can add a Text element on your form that includes the agreement for the client must sign. 

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    JotForm Support

    Answered by Chriistian on May 17, 2017 at 11:32 PM

    3. When submitted it must send a copy of the form fields and the signed agreement back to the client and me  (for legal reasons)

    You can set up an Notification Email so that you may able to receive their reponses on your form and an Autoresponder Email if you want the user to receive an email of their responses. Here are the guides to help you on how to set up those:

    Setting Up Email Notifications

    Setting Up an Autoresponder Email

    Then, you can attach a PDF submission to the Emails by enabling the PDF attachment on Email Settings.

    However, by default, the agreement texts will not be shown on PDF submissions so you should enable also the Show Headers and Texts on the Submission Page. Here's a guide on How to Show Headers and Text in the PDF

    4. Lastly, I need the client to be able to pay for their chosen package and options (like a checkout).

    You can add a Payment Field on your form and integrate your form into 3rd party payment gateways. Please refer to this guide: Order Form Basics.

    Regards.

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    Answered by lverette on May 17, 2017 at 11:47 PM

    Awesome!  Thank you Christian!!  I will try out these methods to see how well they work. Im especially excited to get 2-4 working per my vision.

    Best,

    Lisa