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 you'll benefit from integrating Juro and Typeform

Integrating Typeform and Juro through Zapier can streamline how you manage standardized contracts. Let's explore the benefits of this integration in more detail, with examples.

1. Eliminates manual work

By automating the creation of contracts, you remove the need for manual data entry and repetitive tasks. This reduces the risk of human error and saves significant time for legal and business teams.

Example: When a respondent fills out a Typeform with key details like company name, email, and terms, this information flows directly into Juro to populate a contract template. No need to copy and paste data between systems.

2. Accelerates contract workflows

This integration speeds up the contract lifecycle by ensuring that a draft contract is ready as soon as a new response is submitted. It minimizes delays caused by bottlenecks, helping agreements get over the line faster.

Use case: A scaling sales team can instantly create MSAs after a client submits a form with onboarding information, reducing friction in the sales process.

3. Makes it easier to manage contracts at scale

For businesses handling a high volume of simple contracts, this integration scales with ease. Instead of managing hundreds of individual contract requests, you can rely on the automated workflow to handle growing demand without adding headcount.

Scenario: A startup offering a SaaS product can use this setup to generate NDAs for every new partnership inquiry without overwhelming their legal team.

4. Improves the self-serve experience

This integration empowers teams outside legal—like sales, HR, or procurement—to self-serve on contract creation. They can use Typeform to collect necessary details from counterparties and let the integration handle the rest.

Benefit: Legal teams can focus on complex agreements while other teams independently handle routine contracts.

5. Guarantees consistency and accuracy

Juro’s templates ensure that every contract follows your company’s approved structure and terms. By integrating with Typeform, you standardize the data collection process too, which reduces errors and inconsistencies in final contracts.

Outcome: Every NDA or MSA adheres to the same high standard, regardless of who initiates the process.

By connecting Typeform and Juro via Zapier, you create a seamless, scalable process for generating standardized contracts. This integration not only saves time but also ensures accuracy, accelerates workflows, and empowers teams to focus on higher-value tasks.

Sound like something you'd be interested in?

Next steps: how to connect the two tools

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.

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.