Pre-fill form before emailing

  • Profile Image
    Newcomb_Patrick
    Asked on April 19, 2019 at 03:05 PM

    Is there a way to send a form to someone that has pre-filled data?


    I want to create a form and have most or all of the data filled in, then have the customer electronically sign the document.


    Is that possible?


  • Profile Image
    Nick_So
    Answered on April 19, 2019 at 03:21 PM

    Yes, you can achieve this by using a text field. You can type in all the details in the field and then add an E-Signature widget at the end.

    1555701415Screenshot_2.jpg

    1555701450Screenshot_4.jpg

    If you are adding terms and condition, you can also use terms and condition widget as well:

    1555701532Screenshot_5.jpg

    You can also refer to some of the available templates of contract forms here: https://www.jotform.com/pdf-templates/contract

    Let me know if you need any further details or have any questions.

  • Profile Image
    Newcomb_Patrick
    Answered on April 19, 2019 at 03:43 PM
    Can I change the information each time I send out the form would it be the
    same information on the form every time
    ...
  • Profile Image
    Richie_P
    Answered on April 19, 2019 at 04:03 PM

    To clarify, do you want to send a form with populated data to your form user?

    You may do so by using the populate.io app. You will be using URL parameters to populate the fields.

    Here is a guide:https://www.jotform.com/help/71-Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

    You change the data in your field by using the app.

    Please give it a try and let us know if you have further questions.