Jotform Features

Furthermore, as a company, we are looking for specific features related to contract management:

1. Storage: We need a secure platform for storing our contracts, ensuring that sensitive information is protected.
2. Completion: The platform should facilitate the completion of forms and contracts, allowing for collaborative input from multiple team members.
3. Tracking: We require robust tracking capabilities to monitor the progress of contracts, including real-time updates on who has completed which sections.
4. Reporting: The ability to generate customizable reports is essential for us to analyze contract data and extract meaningful insights.
5. Signing: We're interested in features that streamline the signing process, such as electronic signatures, to expedite contract execution.
6. Automated Emails for Reminders: It would be beneficial for us to have automated email reminders to prompt team members to complete their assigned tasks within the contract process.

It's crucial that Jotform provides these features to meet our company's needs effectively. Your insights into these areas will be invaluable in helping us make an informed decision about whether Jotform is the right fit for our requirements.

Hi Kelli,

Thank you for reaching out to Jotform Support. We have the features that you are referring to for contract management. Please see each answer below:

I. The storage depends on the plan you are subscribed to. For Starter plan, they have 100 MB file upload storage. For paid plans, file upload storage depends on the plan. You can view our pricing page for more information on it.

II. We have different collaboration options Jotform has to fulfill your requirements of having multiple users work on the same account's forms like Form Collaboration, Sharing Submission tables, and Adding assignees to your form. 

III. You can use our Google Analytics widget on your form. When the form is submitted, the form will be redirected to submit.jotform.com and then redirected to the Thank you page which is your custom URL with Google Analytics code. So, the referral would be submit.jotform.com. Google Analytics 4 can be used with Jotform only if you generate a Tracking ID. Let us walk you through it:

• In Form Builder, click on Add Form Element on the left-hand side of the page.
• Under the Widget tab, search for Google Analytics.
• Drag and drop it on your form.
• Click on the wand icon and enter the Google Tracking ID.

The widget will require a Tracking ID to be able to work. Google Analytics 4 does provide it, but still provides the option to add it.

IV.  With Jotform Report Builder, you can easily generate visual reports that are based on your submission data. Let me show you how:

1. On your My Forms page, select the form that you want to create a report for.
2. Click on Reports at the top of the page, and then click on Add New Report.

3. Now, select Visual Report Builder, which will open Report Builder.

4. Enter a Report name.

5. Choose a Report Type:

• Blank – you can add and place charts manually.
• Extended Report – a single chart is shown per page by default.
• Compact Report – two charts are shown per page by default.

6. Then, click on Create and that’s it. You’re done.

For the Extended and the Compact report types, Report Builder will automatically create a chart for each form field or widget on the form. We also have a guide about How to Create a Visual Report with Your Form Submissions that you can check out.

V. We have the Jotform Sign feature, which is our new automated solution to collect electronic signatures. Now you can use the signing order feature to automate your workflows and effortlessly move through signature collecting processes.

VI.  Reminder Emails is a Jotform feature that allows you to send people daily, weekly, or monthly emails to notify them to fill out and submit your form. This process eliminates the need for you to tell people about their tasks to complete the form on time. It's very easy to set up Reminder Emails. Let me show you how:

1. On the Form Builder page, in the orange navigation bar at the top of the screen, click on Publish.
2. In the Publish menu, click on Emails on the left side of the screen.
3. Choose the Schedule A Reminder Email option.
4. Here, you can edit the email content.
5. Now, click on the Schedule tab and organize your email the way you want it. Select a repeat period, date, time, and start and finish date.

If you will be using approval flow, you can also create reminder emails in Approval flows. Reminder Emails in approval flows provides the ability to remind people of their pending tasks in the overall workflow process. 

It’s easy to set up Reminder Emails for your approvals. Let me show you how:

1. In Approvals, hover your cursor on the Approvals element and click on the Gear icon.
2. In the menu that comes up on the right side of the screen, click on the Advanced tab.
3. Then, toggle Send Reminder Emails to the On position.
4. Now, just set the time intervals the way you want them.

Reach out again if you have any other questions.

Good day,

I think I have been having a hard time explaining what I am looking for the solution to do. I am looking to utilize Jotform for several things, but one of the primary reasons is as our Contract Lifecycle Management solution.

Building the forms, attaching the executed contract, setting approvals, etc. seems easy enough. The piece that I am struggling with is how to manage a multi-contributor form. I will try and be a little more specific in my example in hopes that you have a solution.

• When a new contract is being entered, I will fill out the information on Page 1.
• From there, John from Sales needs to fill out the information on Page 2.
• After John has completed, Mark in purchasing needs to fill out the information on page 3.
• Once John has completed the form will be sent off for approval by the VP, Tim.
• Once Tim has approved the form should be considered complete.

Each of the 3 roles contributors should have required fields which pertain only to them.

Hi Kelli,

Thanks for getting back to us. It is possible to allow multiple users to complete a form using the approval flow. For example, in your approval email, you can always add the edit link in each approval email for the approvers to be able to edit the submission and continue filling out the form:

You will also have the option to set form fields to read only to not allow users to edit the data previously entered by using the Get Form Page URL and conditional logic. Here is a sample condition:

You can also use the Group Approval feature to collect responses from multiple approvers. I suggest checking out our guide on Group Approvals. If you are already working on a form, and you have questions, you can share the link with us, and we will guide you to set it up.

Let us know if you have any other questions.