Can you remember the last time you collected info through a form and had to have someone sign off on it? You likely used a tool to capture the data, and then another to secure the signature. It’s even possible you exported the form as a PDF, uploaded it to a separate eSignature platform, added fields manually, and finally sent it off to be signed.

It’s obvious that, while it works, that process is slow, clunky, and likely to produce errors. When you have to switch between platforms, you add unnecessary admin time while confusing customers or employees. Plus, there’s the added risk of missing important information.

We’re in an era where businesses need a faster and more secure way of collecting data and signatures. The answer? An all-in-one document solution.

Let’s dive a little deeper.

What is a form builder + eSignature tool?

A form builder is software that allows you to create and customize forms so you can capture data. Think contact forms, surveys, apps, and onboarding docs. A solid form builder will give you drag-and-drop functionality, meaning you can build without having to code.

An eSignature tool is what allows you to securely sign docs electronically, making contracts, agreements, and authorizations both legally binding and compliant with security standards.

Each is powerful on its own, but combining them into one platform seems like a no-brainer. A single tool means a smoother workflow, so instead of exporting forms or juggling multiple platforms, you can collect information and signatures all in one place. This streamlines internal processes as well as the customer experience.

Top business benefits of combining form builder and eSignature

Using a form builder with eSignature functionality is the best move. Here’s why:

• Speed up contract and data collection. This means no more delays when moving info from forms to contracts, since data flows right into the signed docs. 
• Reduce manual errors and admin time. If you’re dealing with fewer exports, uploads, and re-entries, you’ll have fewer mistakes, and therefore less time wasted. 
• Centralized data and document management. Having all form responses and signed docs in a single secure hub makes for easy access for the right stakeholders. 
• Improve customer experience and response time. When clients don’t have to navigate multiple tools, they can fill, sign, and complete the doc faster. 
• Enhance compliance and digital security. Having a single platform makes it easier for you to have consistent security and compliance across the board. 
• Eliminate the need for switching platforms. Again, fewer platforms means fewer interruptions, which leads to better workflows and more focused employees. 
• Lower costs. Having separate tools and integrations can add up in cost. A Single tool means reduced subscription and IT costs. 

How PandaDoc streamlines the process

PandaDoc forms combines electronic signature functionality and forms into a single, seamless platform. That means no more switching between form software and a separate eSignature app, since you can get everything you need in one workspace.

Here’s how it works:

• Build dynamic forms with a drag-and-drop builder. You can create custom forms without code in just a few clicks.
• Add required signature fields. Make sure your docs are legally binding by including signature and date fields exactly where they’re needed. 
• Customize workflows with automation. You can set up approvals, notifications, and routing rules so the right people can review and sign when necessary. 
• Track progress in real time. You can get instant visibility into who has opened, filled out, or signed a form.

Use cases across industries

Combining a form builder and eSignature is valuable in nearly every business function. Here are a few examples:

• Sales: Create proposals and contracts that prospects can fill out and sign in one step.
• HR: Simplify hiring with offer letters, onboarding forms, and policy acknowledgments.
• Legal: Streamline NDAs, compliance documents, and review workflows.
• Finance: Handle authorization forms, expense approvals, and vendor agreements with less back-and-forth.
• Healthcare: Collect patient intake and consent forms securely while making sure everything remains compliant. 

An all-in-one document solution makes everything easier to move quickly and securely through any deal.

The bottom line

While managing forms and signatures separately is possible, we really recommend a faster, more efficient solution. Combining form builder with eSignature capabilities in one tool will smooth out your workflows, reduce costs, and make for smoother experiences for your team and your customers.

Ready to simplify your workflows? Request a demo today to see how easy it can be to collect data and signatures in one place.