What is Contractbook forms builder?

Contractbook users with access to forms can utilize a dedicated forms builder at https://forms.contractbook.com/login to securely build interactive forms, manage user access, and connect questionnaire answers through the automation builder to templates from the main application. This page allows your company to collect vital information directly from respondents and automatically generate ready-to-send contracts from their input.

The forms builder lets you create interactive forms (questionnaires) that collect information from recipients and turn their answers into ready-to-use documents within Contractbook through automated workflows.

Share the form for input

  • Please visit this guide to create the form

  • You can click on the Preview button at the top of the form.

  • This redirects you to the direct URL of the form which can be used to share it with respondents for their inputs.

  • Send the generated form link to your respondents or internal company users.

  • Once your form has been created, go through the guide: Connect forms to document templates, to complete your Forms workflow

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