Creating a Submission Contract

  • bradgdavis
    Asked on February 2, 2016 at 11:26 AM

    I've used jotform for many projects, but was wondering the best way to create a submission form that can be used as a contract between myself and the client.  I'm going to be creating web apps and have started a new company.  Once a client has decided to do business with me, I need to send him a contract with all his info (name address, phone, etc.) and the specifications of the project or scope of work, etc.   I'd like to already have everything filled out for the client and only need to ask them to submit payment and put their e-signature on the form, hit submit and it all comes to me.

    I'm not really sure how to do this so all the form fields are filled out by me, sent to the client, then returned with an e-signature and payment submitted.  Also, keeping in mind that this form will be used repetitively and some info will never change....like 'terms and conditions.'  So, this is a little more complex than the typical one-way submission form and I was hoping you could offer some help. 

     

    Thanx for your help.....

     

    Brad

  • BJoanna
    Replied on February 2, 2016 at 1:34 PM

    You can pre-populate your form and send link of pre-populated form to your clients. You can use prepopulate app: http://prepopulate.jotform.io/ 

    For signatures you can use E-Signature widget or Smooth Signature widget.

    More about payment tools and how to set payment form:

    http://www.jotform.com/help/47-Order-Form-Basics 

    http://apps.jotform.com/category/payment_processing 

    http://www.jotform.com/help/165-Setting-Up-Your-First-Order-Form 

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