Availability: Business* and Enterprise* plans

* 250 responses (generated documents) per year per account are included. You can purchase additional volume at $2 per document.

Smart Forms allow you to streamline document workflows. The data you collect with forms can be used to easily populate your documents before recipients sign them.

Watch an overview video:

That’s all it takes! Refresh the page and you should be able to see the ‘Smart Forms’ app under ‘Documents’ on the left-hand panel.

Creating a form can be done in two ways:

The main purpose of a form is to collect data to populate a document using an existing template. A form and a template are separate entities and are connected using variable mapping. This connection ensures seamless data transfer from the collected form responses to the designated placeholders in the template.

The process is straightforward:

That's it! Let's delve deeper into each step.

First, navigate to the ‘Forms’ app along the left panel;

Then, click the green +Form button near the top-left corner of the screen.

Select Automate how you create documents.

You may now select a template from your existing templates, or choose one from the template gallery.

Alternatively, go to the template list, hover over on the far right to the template name, select vertical ellipses, then select Create form from template from the dropdown.

You can also start a form from within an existing template. Select three vertical ellipses at the top right > Create form from template.

By default, the newly created form will automatically include contact fields for the roles specified in the selected template, as well as a text field for each custom variable utilized within the template.

You can easily change the field type directly within the form editor without losing any data or disrupting the field's connection to the template variable. To do this, simply click the field type button located in the top right corner of the field.

You can also add more input or layout blocks. To do that hover above or under a field/block until you see a blue indicator line. Once you do, click the plus icon (+), then select the block you need.

To customize a block or a field, click on it, and then choose the desired options and format in the settings on the right-hand panel.

Once your form is set up, navigate to the Actions tab to define what happens after form submission. You have two options available:

By default, each form is pre-configured with the "send document for signature" action for the selected template in the Actions tab. To enable or modify an action, simply select the desired option and toggle it on.

You can use a single form to automatically generate multiple documents from different templates.

Navigate to the ‘Actions’ tab at the top of your form. Select + Add at the top right to set up a new action that can generate a different document based on another template.

First, select an action after form submission:

Then, click on Select template > Choose another template. A new document will be generated based on the template you select.

Next, you need to match roles and variables between your existing form and the new template.

Select Save.

Once you’ve matched template roles and variables, switch to the toggle for the newly added action before you share the form.

You can use two types of form fields - multiple-choice and dropdown to generate a document based on these fields’ values in a submitted form.

To set up a conditional document generation, first, add either a dropdown or multiple-choice form field to your form.

Next, navigate to the ‘Actions’ tab and select +Add at the top right.

In the first drop-down next to When hover over the name of your question, and you’ll see a list of answers (set up in the form editor). Click the answer you want to connect to a template.

Next, click Select template and choose a template you want.

After that, you need to match roles and variables between your existing form and the new template.

Select Save.

After that, switch to the toggle at the top right of the action card to activate it.

When you create a form it becomes automatically Published. Select the Copy link or select Get embed code option to share your form or add it to your website.

To stop receiving responses select the vertical ellipses menu and select Unpublish form. To publish the form back select the corresponding option in the same menu.

Here is what form recipients see if the form was unshared.

You can edit the form and its actions regardless of the form status.

To do this:

You can view your form by going to the ‘Forms’ app.

There are two statuses your form can be in, Inactive and Active.

To copy link, duplicate, rename, unpublish, or delete a form, click on the vertical ellipses to the right of the form name, then select an action from the dropdown menu.

Alternatively, you can duplicate, rename, publish/unpublish or delete a form, by clicking on the vertical ellipses at the top right within the form, and selecting an action from the dropdown menu.

Once you’ve shared your form, you can track form responses in the ‘Responses’ tab in the form.

Click on the form submission line to quickly preview the form with the client’s answers.

To review documents created from a form, select the Document button on the form response line and click on the document name to open it in a new tab.

Alternatively, open the document folder with all the documents created from this form and review the documents there.

If you need to look at all responses to a form at the same time or keep a record of form responses, you can easily download a CSV file of all form responses and have all this data in one place.

Open your form, select the ‘Responses’ tab and ellipses in the top right corner, and select Download responses (.csv).

If you don’t see the option to download a CSV file, it means this form hasn’t received any responses yet.