How to create a contract filled out and signed by me the sent to my client to sign and then a copy sent to me and the client.

  • DanScott
    Asked on April 9, 2015 at 11:28 PM

    I need to have the details of a contract filled out and signed by me the sent to my client to sign and then a copy sent to me and the client. 

    www.americanimagedance.com/photo-shoot-agreement

     

  • Ashwin JotForm Support
    Replied on April 10, 2015 at 6:10 AM

    Hello DanScott,

    If I understand your question correctly, you want to create a workflow form. When the form is submitted by the user, it should be sent to you. You will sign in and then send it to the user for him to sign in. Is that correct?

    Please take a look at the following form where I have implemented the required changes:  http://form.jotformpro.com/form/50992943740968? 

    How to test this form:

    #1. User will first sign the form and submit it.

    #2. You will receive a submission email with a hyperlink URL. Clicking on the URL will allow you to edit the submission.

    #3. Please input text "admin" in the text box field "Key for administrative use". It will display a signature widget. When you sign and submit the form again, user will receive the signed submission email with contract text.

    Feel free to test this form and clone it for closer look. The following guide should help you in form cloning:  http://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL 

    Do get back to us if you need any changes.

    Thank you!

  • DanScott
    Replied on April 12, 2015 at 4:26 PM

    Hi, 

    Thank you for your response.  However the workflow would be:

     

    I fill out the details and sign

    the form is sent to the client

    they sign and a copy is emailed to me and the client.

     

    So the client would only see the completed form with all the data complete and a signature field to fill out. 

     

     

     

  • jonathan
    Replied on April 12, 2015 at 8:20 PM

    I fill out the details and sign

    In this case, you should pre-fill in advance before you send the form to the client.

    You can use the JotForm Field Prepopulator App to do this.

    link: http://apps.jotform.com/app/field_prepopulator

    How to create a contract filled out and signed by me the sent to my client to sign and then a copy sent to me and the client Screenshot 20

     

    Let us know if this option will not work for you.

    Thanks.

  • DanScott
    Replied on April 13, 2015 at 12:39 PM

    Is this plugin something i need to install in my wordpress site?

     

    Dan

     

  • BJoanna
    Replied on April 13, 2015 at 2:40 PM

    My colleague provided to you link to JotForm application which will enable you prepopulating fields and when you prepopulate fields you can generate link of your form which you need to embed to your website. In case that you are using Wordpress site than you need to embed that link there.

    Hope this will help. Let us know if you need further assistance.  

  • DanScott
    Replied on April 13, 2015 at 4:58 PM

    Hi thank you for your responses.  Is there a way to include my signature panel in the prepopulator? I would like to be able to do this without having to go to a second site to use the app. 

    Is there a way to do this without the use of the prepopulator wiget, but use the "Key for administrative use" feature?  I imagine I would need a place to specify the email of the client to send the form to. 

     

     

  • jonathan
    Replied on April 13, 2015 at 6:04 PM

    Unfortunately you cannot assign a default signature on the E-signature widget. So you cannot actually pre-fill it in any way.

    BUT how about if you just use an image instead (a scanned image of your e-signature) and add it on the form.

    You can dynamically show/hide the signature using condition logic 

    Please check my example form: http://form.jotformpro.com/form/51027302153945?signed=administrator

    It only shows the signature because the form is currently set as the administrator.

    How to create a contract filled out and signed by me the sent to my client to sign and then a copy sent to me and the client Screenshot 20

     

    Hope this help. Let us know if you need further assistance.

    Thanks.