Does guest information form and a signed agreement possible in Jotform?

  • Jeremy Townsend
    Asked on May 2, 2025 at 11:20 AM

    We're looking for a service that can do both: guest information form and a signed agreement. Here's is our current Guest Information form: https://www.nextadventure.com/confirmation. When submitted, the system generates an Agreement for an esignature. Is something like this possible? We have about 250 clients per year...

  • Ronald JotForm Support
    Replied on May 2, 2025 at 11:42 AM

    Hi Jeremy,

    Thanks for reaching out to Jotform Support. You can easily create your form using our Form Builder, and after it, you can build a workflow so that when someone has completed your form, it will then email them a signable document to fill out. It is very easy to do. Let me show you how:

    1. In Form Builder, select the Downward arrow in the upper left of the page and select Workflow Builder.

    Does guest information form and a signed agreement possible in Jotform?  Image 1 Screenshot 30

    2. In Workflow Builder, add a Sign Document and use the Name and Email field of the form.

    Does guest information form and a signed agreement possible in Jotform?  Image 2 Screenshot 41

    That's it, and you're done, you can customize the workflow further more by adding conditions or branches of outcome based on your requirements. We also have a guide here that you can check to know more about this.

    Let us know if you need any other help.