Jotform intake forms that take payment and a signature
So new clients sign up, pay and sign in one go.
The problem
New clients fill out a form, pay in another tool and sign your agreement in a third.
What it is, what it does
Jotform puts your intake questions, the payment and the signature in one form, so a new client does it all in one sitting. Its new app builder also works inside ChatGPT and Claude, so you can describe the form in plain words instead of building it field by field.
Workflow
- 1Build a client intake form in Jotform from a template, or describe it to the Jotform app in ChatGPT or Claude
- 2Add a payment field connected to Stripe, PayPal or Square
- 3Add an e-signature field for your terms or agreement
- 4Get an email for each new client, with their answers, payment and signature in one record
Just need a simple free form?
Tally is the simple free option. Its free plan has unlimited forms and submissions, and it can take payments and signatures too. Pick Jotform if you want intake, payment and e-signature handled in one tool and you'll stay under the free limits or pay for more.
See the free Tally form workflow →