Invoice to email and sign

  • ASpecialPlace
    Asked on December 22, 2020 at 11:55 AM

    I want to be able to create a form (an invoice) that the employee fills out, then emails to the customer for signature (I don't want the customer to edit any part of the form, just sign and send back) - what is the best way to accomplish this?

  • Alexander_G
    Replied on December 22, 2020 at 12:43 PM

    As I understand, you need two sign widgets. One for you and one for the customer.

    So, first of all let’s set up form for it:


    Kindly note that what you're after can be easily achieved using Conditional Logic as follows.

    1. Add the Get Form Page URL widget to your form. 


    1593902586screenshot www Screenshot 10

    2. Add two Signature widgets to your form, one for your client and one for you.

    3. Create the condition below.

    1607460866 5fcfe8029c001 Screenshot 21

    After that, whenever you send the form to your client, they will see only their signature field. After they submit, you can go ahead, edit the form, and sign within your signature field.


    Please, check our guide how to edit submissions.


    Related guides:

    How-to-edit-submissions-made-on-your-forms

    How-to-show-or-hide-fields-base-on-user-s-answer

    My colleague’s demo form: https://form.jotform.com/203426532593051

    If you have any further questions, we are here to help.


    Best,

    Alex


    Related thread:

    https://www.jotform.com/answers/2752430-Is-there-a-way-to-let-clients-sign-form-then-I-sign

  • ASpecialPlace
    Replied on December 26, 2020 at 7:50 PM

    I'm not sure if this is 100% what I'm looking for...

    I have created a form that I want to be able to fill out on my computer or ipad, then send to the client. I want them to be able to review the form, but not make changes...just sign it and return the completed form.

    I read a couple other forums on the topic but having trouble determining the best way to do this.

  • Sonnyfer JotForm Support
    Replied on December 26, 2020 at 8:32 PM

    Thanks for clarifying. In that case, you can create a workflow on your form. Basically, you'll be the one to fill out the most part of the form and then your client will receive the same form but the fields you filled out "read-only". Only the signature part can be filled. Here's how-to-build-an-approval-process-workflow.

    Please give it a try and let us know if you face any difficulties along the way. We'll be happy to assist you further.