Jul 21
Generate Fillable PDFs and Send for Signature
I would love the ability to collect information through a Tally form, automatically insert the responses into a fillable PDF template, and then send the completed document to the appropriate parties for electronic signatures.Ideally, the workflow would:- Collect the required information through a Tally form.- Map each response to the correct field in a PDF form that is uploaded.- Generate a completed PDF automatically.- Send the document for electronic signatures.- Save or email the final signed copy once completed.This would be especially helpful for contracts, agreements, intake documents, and real estate forms.
Closed
Hi Jennifer, Thank you for sharing your feedback! Just to clarify, sending email notifications with a PDF containing the submitted form responses is already possible in Tally. The part that isn’t currently supported is sending those PDFs out for electronic signatures and collecting signed copies back. Tally isn’t an e-signature platform like DocuSign or Dropbox Sign, so we don’t currently support signature requests or signature workflows. We really appreciate you taking the time to share your use case.