A guide to managing contracts in Typeform

Typeform helps businesses get all kinds of key forms filled in while looking great on your website, but how does it fare when it comes to contract management?

What is Typeform?

Typeform is an online software-as-a-service (SaaS) platform designed to create dynamic, user-friendly forms and surveys. The platform aims to collect more and better data while providing a top-notch user experience.

Its intuitive interface and engaging design elements make it a popular choice for businesses aiming to gather data efficiently and interactively. The platform allows users to create forms that adapt to each respondent, enhancing the user experience and improving response rates.

But how does the platform do when it comes to creating and signing those all-important contracts? 

Can you manage contracts in Typeform?

Typeform itself is not designed for direct contract management. However, it can be integrated with other tools, like Juro, to streamline contract-related workflows. 

This integration enables businesses to leverage Typeform’s data collection capabilities and automate contract processes, from initiation to execution. Let’s dive into exactly how you’d do this: 

How to manage contracts in Typeform and Juro via Zapier

Zapier is a tool that connects different web applications through automated workflows called Zaps. By using Zapier, you can link Typeform with Juro to manage contracts seamlessly. Here’s an example of a potentially useful Zap:

Automate a new form response in Typeform to create a contract draft in Juro

When a new response is submitted in Typeform, a draft contract can be automatically created in Juro. This could be valuable when distributing standardized contracts such as a Non-Disclosure Agreement (NDA) or a Master Services Agreement (MSA). 

How to set up the integration

1. Sign up for Zapier: Create an account on Zapier if you don’t have one.
   
   
2. Connect Typeform and Juro: In your Zapier dashboard, connect your Typeform and Juro accounts. You will need to provide authentication for both platforms.
   
   
3. Create a Zap: Click on “Make a Zap” and select Typeform as the trigger app. Choose the trigger event, such as “New Entry.”
   
   
4. Set the trigger: Select your Typeform account and the specific form you want to use.
   
   
5. Action setup: Choose Juro as the action app and select the action event, such as “Create Contract.”
   
   
6. Map Fields: Map the fields from Typeform to Juro to ensure the data flows correctly between the two platforms.
   
   
7. Test the Zap: Run a test to make sure the Zap works as expected.
   
   
8. Turn on the Zap: Once tested, turn on the Zap to automate your contract management workflow.

The benefits of automating contracts in Typeform and Juro

Efficiency 

Automating the contract process reduces manual data entry and speeds up the workflow, allowing for quicker contract turnaround times.

Accuracy

Automated data transfer minimizes errors that can occur with manual entry, ensuring that contracts are accurate and up-to-date.

Scalability

Automation allows businesses to handle a higher volume of contracts without additional resources, supporting growth and scalability.

Consistency

Standardizing contract processes through automation ensures consistency in how contracts are managed and executed.

Ready to get started?

By integrating Typeform 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 Typeform, by filling in the form below to book your personalized demo.