Form: How to create a contract form?

  • Profile Image
    citylock
    Asked on June 19, 2018 at 12:01 PM

    hi can i create a contract template that is unique to each customer ?

    for example we have an alarm company and we monitor and install alarm systems we can't a contract form that we would need to fill up customer info before hand with ID, account number, name, address, monitoring plan etc…. we want these to be filled out before hand and we can send to the customer and all the do is confirm that the info is correct and read the policies and sign. Is that possible ?

  • Profile Image
    Richie_P
    Answered on June 19, 2018 at 12:49 PM

    To clarify, the form you want to create would autopopulate the fields? Or will the user input the needed information in the form?

    You can check this link for our available contact form templates:https://www.jotform.com/form-templates/category/contact-form

    Here is a guide that would help you create a simple contact form-https://www.jotform.com/help/319-How-to-Set-Up-a-Contact-Form-in-JotForm

    Related guide:

    Terms and conditions widget:https://www.jotform.com/help/76-Adding-a-License-Agreement-to-a-Form

    Signature widget:https://www.jotform.com/help/433-How-to-Add-an-E-Signature-to-Your-Form


    Hope this information helps.

    Let us know if you have further questions.,

    Thank you.

  • Profile Image
    citylock
    Answered on June 19, 2018 at 01:43 PM
    Hi Richie not auto populate more like we fill it out before hand send it to the customer to review and sign
    Rayyan B
    Automotive/Administration
    City Locksmith / City Lock Auto / City Security
    1495 Star Top Road
    Ottawa, ON. K1B 3W5
    Tel: (613) 746-5397
    Fax: (613) 741-0668
    ***WE OFFER LEASING ***
    This communication is intended for the sole use of the party to whom it was
    addressed and may contain information that is privileged and/or
    confidential. Any other distribution, copying or disclosure is strictly
    prohibited. If you received this email in error, please notify us
    immediately by replying to this email and delete the message without
    retaining any hard or electronic copies of same.
    ...
  • Profile Image
    DonaldHag
    Answered on June 19, 2018 at 02:52 PM

    Hello, 

    To get this done, follow the steps below;

    Refer to this guide: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

    In this case, the approval is required from the customer and not a Manager so edit the process as follows;

    1. Create the form and add a DROPDOWN field to your form with options Accept Plan or Deny Plan. The wording can change based on what you want the customer to see.

    2. Add a SIGNATURE FIELD for the client to sign.

    4. Add an EMAIL FIELD field to the form where you fill in the client's email to receive the form.

    3. Setup Notifications and Autoresponders based on the information you require the user to see. Set them up to be used for conditions later, for instance, one for when the form is filled and sent to the customer, when the customer accepts and signs, when customer denies the plan and signs.

    4.  Add the EDIT SUBMISSION LINK to the Notification template that would be sent to the customer in charge of deciding the approval. 

    5. Lastly, setup your Conditions. Since this part highly depends on how you want the process to work, you could have conditions for;

    - Email sent out to Customer after he approves the contract.

    - Email sent out to Customer after he denies the contract.

    - Custom field Customer is not allowed to edit.

    You can change this process and edit it to suit your organizational needs.

    For further assistance do let us know.

    Thanks