Is there a way to send a filled out form for a client to sign?

Hello,

 I want to send a custom furniture order form to a client. I want to put all the correct info in the form, email it, and have my client electronically sign it and send it back. Is that possible with Jotforms?

Thank you, 

Keith Wardlaw 

Yes, it is possible. Jotform has a feature called save and continue, where a user can fill out a form with and save it. Then an email will be sent to their email address with a link to the form with all the previous data filled up. 

With this method, you can fill out the form with the correct info plus the email address of the client. Then once you click submit, an email will automatically be sent to the client's address where they can continue filling out the form.

You can check out this guide for more information regarding save and continue: How to save forms and continue later

Here's a link to a demo form with the save and continue feature: http://form.jotform.co/form/32927314628862 

You can also clone it to your account by following this guide: How to clone a form

This has confused me even more. I want to fill out this form...

https://form.jotform.com/51456817374159

I want to input ALL info (except the signature and date) and email this to my client to review.  They must be able to see name address, email, etc. and then click NEXT to sign and date the agreement when they approve all information. 

Is this possible

Thank you, 

Keith Wardlaw 

Yes, it is possible using the Save and Continue. However, you will need to add a page break for the function to work. You will also need two forms for the save and continue. One form to save the email, and another form that you and the user will fill up. Allow me some time to recreate the form for you so you can see the save and continue in action.

Here is a step by step guide on how to setup the Save and Continue Later in your form with the feature that you want. 

1. Create a first form where you will collect the email of your client (as shown in the first step in this guide How to Save Forms to Continue Later).

2. Setup a notification email in your first form that will send to you the session link of your form (https://form.jotform.com/51456817374159?session={yourclientsemail}). If you already know your clients email you can just manually create the session the link without creating the first form. For example, https://form.jotform.com/51456817374159?session=support@jotform.com. 

3. Add page break on your form so you can save the data you want. Like I did on this sample clone form - http://www.jotformpro.com/form/60408513776963.

4. Once you have added a page break field, you can use the session link and fill up your form. Click Next so the data will be save to the session. 

5. You can then send the session link of your form to your client so they can continue filling up the form. Please note that you will need to manually send the session link to your clients since the data are not yet submitted and the Autoresponder will not be triggered. The data was just saved to the session. 

You can check this sample session link of my sample clone form - http://www.jotformpro.com/form/60408513776963?session=support@jotform.com. When you access the link, you will notice that the fields are already filled.

Another workaround that I suggest would be to use the Edit Submission Link. You can check this article for more information: How to Let Users Update Their Form Submissions at a Later Date. On your Autoresponder, you can add the Edit Link. You will need to submit the form first for the edit submission link to be generated and the autoresponder to be triggered.

Do let us know if you need further assistance.

Is there a way I can speak to a live person to figure this out? 

Thank you,

Keith Wardlaw 

Hello Keith,

I hate to say this but we do not have phone support here. We believe that web issues involving forms are best handled over support forum. So in order for us to assist you, please send us your follow-up questions here and we will do our best to assist you the best we can.

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Just to summarize my colleague's guide, you just need to append ?session parameter in the form URL with your customer email as the value e.g. ?session=support@jotform.com. So as soon as you fill the form - clicking next on page break buttons, the data will be saved on the form. You can then share it with your customer by sharing the form URL with the session parameter.

Example: http://www.jotformpro.com/form/60408513776963?session=support@jotform.com (you should see prefilled data when you open this URL)

Thanks!

I really need this feature to work as well, but before I put the time into it, I noticed that according to this User Guide: https://www.jotform.com/help/227-how-to-enable-autofill-on-forms/, it states this doesn't work well when you have dropdown fields.

Our form has several drop down fields we would like to fill out while on the phone with the customer, then send them the web link to review and digitally sign. Form: https://form.jotformeu.com/62236989086369 

Think the steps above will work with our Form?

Hello @dbizzle, Yes, the steps above should work with your form. Please note that the feature will not work well only when you have hundreds of options inside each dropdown field. Since your dropdown fields only have a few options, the Save Forms and Continue Later feature should work for you without any issues. If you have further questions, feel free to open up a new thread so we can better assist you. Regards.

I do have a further question.  Since it is this same topic, should I post here or start another thread?

Question: If I do Form 1 and have Name/Address/Options and then have Form 2 contain the Terms of Agreement and Signature requirements.  If I click on "submit"on Form 1 to generate the session, then the customer will get the Autoresponse with link to session (good), but it is going to show up in my submissions on the backend without their signature.  If the customer then goes to Form 2 and clicks "submit" again, will I get another submission? 

You will get different submissions from each of the forms.

When you submit form 1, you will get the submissions from form 1

When you submit form 2, you will get the submissions from form 2

Form 1 is basically used for generating the session URL and form 2 is used to capture the user information like the name, email, signature and other fields.

Note that the above forms are 2 different forms, that means their submissions are stored separately.

Hope this clears your question.

Hello @dbizzle, since this appears to be a different setup, I have decided to move your question to a new thread. We will assist you with your concern on that thread. Here's the link: https://www.jotform.com/answers/907196. Regards.