How to merge the JotForm Submission data into a contract?

  • flamingocontracting
    Asked on April 5, 2018 at 6:09 AM

    Hello


    We are using JotForm which is working great however we would like to create a contract from the details collected from the forms? Do you offer this or can you advise me on which platform is best used for merging the information into a contract? At the moment we are attaching a document but would like the information from Jotform collected and populated in the contract.

  • Adrian
    Replied on April 5, 2018 at 7:58 AM

    You can try customizing the PDF which allows adding texts to the PDF.
    Complete Guide: How to Customize PDF Submissions Report

    If you have the contract in a Word Document or PDF Document, you can try using a third-party service like WebMerge and use Zapier to connect JotForm with WebMerge.

    Complete Guide: https://support.webmerge.me/hc/en-us/articles/206526436-JotForm

    http://www.youtube.com/watch?v=E3AEy8tlX1c