ePACT!t Webform | Client-Fill Intake & Signature

Core Solution

Let Recipients Fill the Form. You Keep Control.

Publish a workflow once, then send a secure webform by email. The recipient completes intake without an ePACT account - your documents generate and go out for signature.

Stop chasing incomplete packets or retyping customer details. Webform flips the work: they provide the information, ePACT!t builds the package under your account, and everyone signs in one auditable flow.

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Send Webform
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Recipient Completes Intake
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Documents Generated
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Sign & Track
Client-Fill Intake Built for Real Business Packets

Client-Fill Intake Built for Real Business Packets

Many processes start with information only the other party has - employee details, tenant application data, client KYC, or vendor paperwork. Webform lets you collect that data securely without giving recipients an ePACT login.

When they submit, ePACT!t generates the workflow documents under your company account, places signature tabs you designed, emails signing links, and keeps the deal visible in My ePacts from invite through completion.

What this gives your team

  • One email invite starts a secure, account-free intake for the recipient
  • Documents generate automatically from your published Workflow Builder package
  • Signature routing and ownership stay on your account - not a guest sandbox

The Friction Webform Removes

If your team still fills forms on behalf of customers - or emails blank PDFs back and forth - these are the gaps Webform closes.

Re-entering customer or employee details from emails and spreadsheets
Sending blank packets and waiting on incomplete replies
Creating accounts just so someone can fill a form
Losing track of who was invited and who still needs to sign
Manual handoff between intake, document generation, and e-signature
Inconsistent packages when every deal is assembled differently

Webform: Send Once. They Fill. Documents Generate & Sign.

Use a published Workflow Builder package, then invite the recipient with Send Webform.

BUILD YOUR WORKFLOW (One-Time Setup)
1

Create Intake Form

Drag and drop fields for employee onboarding

Intake Form Builder
  • Text Field
  • Date
  • Dropdown
  • Checkbox
  • Signature
  • File Upload
Drag fields here
2

Compile Documents

Assemble the onboarding packet and set order

Document Compiler
  • Offer Letter
  • NDA
  • Handbook Acknowledgment
  • I-9 Form
  • W-4 Form
Add Document
3

Map Fields

Map intake fields to your documents once

Form Field
  • Employee Name
  • Start Date
  • Job Title
  • Salary
  • Manager Name
Document Field
  • Employee Name
  • Start Date
  • Job Title
  • Salary
  • Manager Name
4

Publish Workflow

Ready to send as a webform

Workflow Published!

Your onboarding package is ready for Send Webform.

Send Webform
SEND YOUR WEBFORM (Every Time You Invite Someone)
Send Webform Send Webform

1. Send Webform

Invite the recipient by name and email

2. Fill and Submit

Recipient completes intake - no account needed

3. Documents Generated

The onboarding packet is created under your account

Send for Signature

4. Send for Signature

Signing emails go out automatically

5. Done

Track progress and store completed docs

Why this model works

  • The invite is a draft ePact you already know how to track and cancel
  • Quota and ownership stay on the company account that published the workflow
  • The same generate and e-sign engine powers owner-run and webform runs

Webform works with published packages from Workflow Builder.

What You Can Do with Webform

Everything you need to invite, collect, generate, and sign - without building a separate public forms product.

Send Webform from Workflow Builder Invite a recipient by name and email from a published workflow, with an optional personal message.
No account required for recipients Guests open a secure unique link, complete intake, and submit without signing up for ePACT.
Owner co-sign when needed Keep "I also need to sign" when your package includes Signature (Owner) tabs.
Automatic document generation On submit, HTML and PDF overlay documents generate from the same engine as in-app runs.
Signature tabs ready to go Recipient and owner signature placements you designed in the builder stamp into the packet automatically.
Auto-send for e-signature After generate, signing emails go out so you do not sit on Review for every invite.
Visible in My ePacts Track awaiting webform, pending signatures, and completed deals in the same list you already use.
Cancel and re-invite Cancel an outstanding webform to expire the link, notify the recipient, and send again when ready.

Built for One-to-One Client-Fill Jobs

Wherever the other party holds the source data, Webform turns your published package into a sendable intake experience.

HR & Staffing Offer letters, NDAs, and onboarding packets filled by the new hire.
Law Firms Client intake that generates engagement letters and authorizations.
Real Estate Tenant or buyer applications that become lease or purchase packages.
Private Lending Borrower questionnaires that generate lender and borrower document sets.
Franchise Businesses Prospect intake that produces franchise agreements and disclosures.
Contractors & Service Businesses Customer details that become estimates, service agreements, and change orders.

Why Teams Choose Webform

Move intake to the recipient while keeping generation, signing, and ownership on your account.

Send Faster Email a form instead of filling every field yourself.
Better Data Recipients enter their own details - fewer typos and follow-ups.
Same Packages Generated docs match your Workflow Builder design every time.
One Signature Path Continue into ePACT e-signature without switching tools.
Stay in Control Quota, cancel, and audit trail stay on the owner account.

Turn published workflows into client-fill experiences: invite by email, collect intake securely, generate the packet, and finish with e-signature - all under your company account.

Ready to send your first webform?

Book a guided demo to see Send Webform, guest intake, automatic generation, and e-signature in one flow.

We can map an onboarding, intake, or sales-close package and help you send the first invite with your team.

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Ready to send your first webform?

DON'T JUST TRANSACT IT. ePACT!t.