How to have form a that has to be filled out by one person and then sent for signature to the customer

Hello,

We have a contract that has a "form section" that has to be filled out by one person and then sent for signature to the customer. How does this work?

Hi,

Thanks for reaching out.

I believe you are referring to an approval process workflow? Below are some of the requirements you would need to achieve that:

Email Notification for the user to have a copy of the form submitted

Autoresponder for the user to input the email address of the customer

E-signature Widget for the customer to sign

Complete Guide: A-General-Approach-on-Building-an-Approval-Process-Workflow

Kindly give the above guide a try and let us know if you need further assistance.