PocketSuite makes it simple to send pre-filled forms to your clients and request their signatures. Follow the steps below to set up and send these forms, ensuring that everything is streamlined for both you and your clients.
Step 1: Enable Forms and Contracts
Turn on Forms and Contracts:
- Navigate to Settings > Features.
- Ensure that both Forms and Contracts are toggled on.
Step 2: Create a Form and Attach a Contract
Create a Form:
- Go to Settings > Forms.
- Tap the ‘+’ button to create a new form.
- Customize the form with the necessary fields.
Attach a Contract:
- While creating your form, tap on ‘Attach a contract’.
- Choose an existing contract or create a new one by going to Settings > Contracts > ‘+’.
- Select the contract you wish to attach to the form.
Step 3: Pre-Fill the Form and Send it to Your Client
Fill Out the Form:
- Navigate to Home > Forms.
- Tap the ‘+’ button and select the form you created.
- Choose the client you want to send the form to.
- Tap ‘Fill out form’ and complete the necessary details.
Send the Form:
- After filling out the form, tap ‘Save’.
- Then, select ‘Send form’ to send it to your client.
Step 4: Client Review and Signature
Your client will receive the pre-filled form and will be prompted to review and sign the attached contract. This ensures that all necessary documentation is completed efficiently and securely.
Using PocketSuite’s Forms and Contracts features, you can easily send pre-filled forms to your clients and request their signatures, making the process smooth and professional.
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