Forms
Collect information before the document is complete.
Create digital forms that capture the information your workflow needs and connect that data with documents, signatures, approvals, and downstream processes.
Digital intake
Replace manual intake with structured digital collection.
Use digital forms to gather information before or during a document workflow.
- Lead and client intake
- Onboarding information
- Internal requests
- Approvals
- Agreement details
Supported fields
Collect the information the workflow needs.
Build forms from verified field types and connect the responses with the actions that follow.
Text
Collect typed responses and contact details.
Dates
Capture dates required by the workflow.
Checkboxes
Collect confirmations and multiple selections.
Selections
Guide people through defined response choices.
Contact details
Gather the information needed to continue the process.
Signatures
Connect signature fields when the form workflow requires them.
Connected workflow
Move from intake to agreement.
Use form responses as part of downstream document workflows instead of treating intake and signature as disconnected processes.
- 1
Create the form
Define the information the workflow needs to collect.
- 2
Publish and share
Give participants a clear path to provide information.
- 3
Collect responses
Capture structured information in the form workflow.
- 4
Prepare the document
Use the collected information in the related document process.
- 5
Route the next action
Continue into approval, signature, payment, or another workflow step.
- 6
Track completion
Keep the intake and downstream activity connected.
Automation
Trigger the next step automatically.
Connect form submission with workflow automation, notifications, approvals, and document actions.
Use cases
Use forms wherever a document process begins with information.
Lead intake
Collect information before sales follow-up.
Onboarding
Gather details before employment or customer documents.
Client information
Structure the details a service workflow requires.
Approvals
Collect requests and route them for decision.
Agreements
Move collected information into a document workflow.
Requests
Standardize internal and external intake.
Related eSignbold features
Continue the document workflow.
Explore the capabilities and product information most closely connected to this page.
Workflow automation
Trigger the next action after a form response.
View workflow automationDocument preparation
Prepare the document that follows intake.
View document preparationPayments
Connect information collection with transaction steps.
View paymentsAPI
Build form and document workflows into external systems.
View apiForms FAQ
Questions about this workflow.
Verified answers for evaluating this eSignbold capability.
Ready when you are
Turn information collection into a connected workflow.
Collect structured responses, prepare the related documents, and keep the next action moving.