Online forms & e-signatures
Forms and signatures that become part of the customer's record — not a PDF in someone's inbox.
Instead ofPDFs and paper forms retyped into your system.
NowIntake forms, waivers, and agreements signed on a phone and saved to the customer's record.
Try it · Summit Climbing Gym (fictional)
Try this with fictional data. Bookings, payments, and messages in this example are simulated; nothing is sent or charged.
What your customer sees
Summit Climbing · before your first climb
Liability waiver
Sign hereWhat you see
Member · Alex Kim
Waiver missing — can’t check in yet
- Emergency contact
- —
- Documents
- —
- Answers saved to the member record — nothing retyped from paper
- Front desk can check them in
- Signed copy stored with the date and waiver version
Fill it in on the phone — draw with a finger or mouse, or type your full name to sign this fictional example.
Start with your existing tools
DocuSign, Jotform, Google Forms
Useful for: Collecting answers and signatures.
Check what your current setup can already do:
- Can signed forms save directly to the right customer record?
- Can existing customer information prefill the form securely?
- Can supported automations use the answers for the next step?
Where custom work can help
- Filled on a phone, saved straight to the customer's record.
- Answers become data your system uses — not a document to read.
- Missing signatures flagged before they matter.
If the off-the-shelf app already does what you need, we’ll tell you — and help you set it up well.
Tell Kevin what you’d want it to do.
A few lines is plenty. He’ll reply with whether it’s worth building for you — or whether an app you can buy today does the job.