A guide to Jotform contract management

What is Jotform?

Jotform is a powerful online form builder that allows users to create and customize forms for various purposes such as surveys, registration forms, and payment forms. 

The platform offers a drag-and-drop interface, making it easy for users to design forms without any coding knowledge. Jotform integrates with numerous apps and platforms, enabling seamless data collection and automation.

Can Jotform be leveraged within the contract management process? If so, how?

Can you manage contracts in Jotform?

While Jotform excels in form creation and data collection, it lacks native contract management capabilities. 

In a manual process, a commercial teams can request a contract by completing a new submission in Jotform. However, they then need to wait until the legal team has capacity to pick up the request and draft the contract, which can be time-consuming and create blockers due to the manual input involved. 

However, by integrating Jotform with Juro via Zapier, users can effectively manage contracts, automate workflows, and streamline the contract lifecycle.

Here’s how. 

How to manage contracts in Jotform and Juro

Integrating Jotform with Juro through Zapier allows users to automate contract-related tasks. 

When a new submission is received in Jotform, a corresponding contract can be automatically created in Juro, with all of the relevant data pulled directly from the Jotform into the relevant fields in an automated contract template. 

This automated process ensures that the data collected via Jotform is consistently and accurately reflected in the contracts generated in Juro.

By reducing the need for manual data entry, the likelihood of errors decreases, maintaining the integrity of your contract data.

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Let’s explore the benefits of automating contracts in Jotform and Juro in more detail now.

The benefits of automating contracts in Jotform and Juro

1. Consistency: This automated process ensures that the data collected via Jotform is consistently and accurately reflected in the contracts generated in Juro. Legal drafts the template, the business adopts it consistently.
2. Time-savings: Automation significantly cuts down the time spent on creating and managing contracts. Instead of manually inputting data from forms into contracts, the integration automates this data migration and syncing.
3. Scalability: As your business grows, the volume of contracts can increase significantly. Automation through Jotform and Juro makes it easy to handle this growth without a proportional increase in administrative tasks.
4. Customizable Workflows: Users can customize the workflow to suit specific needs, such as adding additional steps or conditions to the Zap. For example, adding an approval step before a contract is finalized or triggering notifications to relevant team members.

Want to get started?

These Zaps automate key aspects of contract management, reducing manual work for busy legal and sales teams, and improving accuracy in the process. 

By integrating Jotform with Juro through Zapier, businesses can streamline their operations and ensure that their contract management processes are efficient and effective.

Find out more about Juro and how it can be integrated with 5000+ tools, including Jotform, by filling in the form below to book your personalized demo.