5 Features to Include in Your Digital Contracts
Digital contracts present a variety of opportunities for your operation to streamline its contract lifecycle management and accelerate the completion of critical business documents. With GoFormz, your business can create digital documents that look exactly like its existing contracts, allowing your operation to maintain its branding while reaping the benefits of digital data capture.
Once digitized, your digital contracts can be filled out, completed, and shared directly from mobile devices and computers, simplifying communication and allowing clients and colleagues to view completed documents in real-time. Data input into your digital contracts can even be piped directly into connected systems, like Salesforce, Procore, and Smartsheet, or used to update databases and reports. This effortless flow of information throughout your operation improves transparency and collaboration while elevating professionalism and client retention.
Ready to digitize your operation’s contracts? Check out five of the features to include in your digital contracts, and sign up for a free trial to get started:
Electronic Signature Fields
By adding electronic signature fields to your digital contracts your team can collect critical authorizations directly from their mobile devices. Your electronic Signature fields can even be made Required, ensuring important signatures are input before a form can be submitted.Date Fields
Contracts frequently require dates to be entered when dictating the scope of work and submitting authorizations. These dates often accompany input Signatures, proposed dates of work, hiring dates, and more. Date fields can be easily added to your digital contract Templates and can even be configured to instantly populate when a form is generated or a certain field has been completed.Replicate Fields
There’s nothing quite as monotonous as having to reenter the same information throughout several instances in a document. Using Replicate fields, information entered within one instance of a field can be instantly populated within corresponding fields throughout your digital contract. For example, if an individual were completing a contract and needed to enter their full name in several fields, simply entering their name once into a field could populate each instance of the Replicated field throughout the form. This easy to use feature can be easily added in the Template Editor and significantly accelerates data entry (while minimizing opportunities for human error).Automated Email Routing
Once a digital contract has been completed it can be instantly routed to an email input into the form or a predetermined email address. For example, if a client’s email address were input into your digital contract, a PDF copy of the completed contract could then be instantly emailed to them for their reference. This Automated Workflow is easy to configure, removes administrative demands, and streamlines customer communications.Required Fields
Configuring your form fields to be Required helps to ensure information vital to your contracts is input before a form can be submitted. This feature not only guides user data entry by prompting them to complete unfinished fields but also eliminates opportunities for forgotten information, like client signatures. Your fields can even be made dynamically Required, based on actions taken within your digital form. For example, if a specific Checkbox is selected, a Signature field could be instantly made Required.
ProTip: Use the Public Forms feature to share pre-filled digital contracts with clients and collaborators outside of your GoFormz account, for them to fill out and complete. Learn more here >
To explore more ways GoFormz can improve your daily business processes, check out how mobile forms can streamline your billing, customer retention, and record-keeping.
