Overview

With CrocoClick, you can automate the sending of an electronic contract to be signed as soon as a prospect submits a form.

The principle: the documents use the Contact fields (standard or customized), which are filled in by the form.

This means your contract is automatically personalized with the prospect's information (name, email, IBAN, address, start date, etc.).

Benefits

1. Time savings: no need to send each contract manually.

2. Automatic personalization thanks to custom fields.

3. Quick collection of legal electronic signatures.

4. Trigger the contract at the right moment in your process (form filled out, pipeline updated, tag added, etc.).

5. Real-time status tracking: sent, viewed, signed.

Step 1: Create your document template

1. Go to Payments → Documents & Contracts → Templates.

2. Click + New → Create a template (for example: "Service Agreement").

3. Build your document:

   • Logo/image

   • Text (clauses, conditions, presentation of the offer)

   • Dynamic fields Contact → {{contact.first_name}}, {{contact.email}}, {{contact.offre_choisie}}

   • Product table if you want to include prices

   • Signature block

4. Save.

Step 2: Create your form that will trigger the sending of the document

1. Create your form, including all the custom and standard fields you need

2. If the field does not yet exist (e.g., "IBAN" field), you can create it

3. Test it: submit the form and check in the Contact file that the information has been saved correctly.

Step 3: Create the automation

1. Go to Automation → New Workflow → Start from scratch.

2. Define the Trigger: Form Submitted → select the relevant form.

3. Add the Send Documents & Contracts action:

   • Give the action a name (e.g., "Send SUPERCLIENT contract").

   • Choose the sender (the user through whom the document will be sent).

   • Select the template created in step 1.

   • Sending mode:

     • Send directly = immediate automatic sending.

     • Create as draft = you can proofread before sending.

4. Publish your automation.

Step 4: What your prospect receives

• A secure email with a link to the document.

• The document is pre-filled with their information (custom values).

• Signing is done online, directly in the browser, without the need to create an account or download the document.

• A signed copy is automatically sent to the prospect by email once signed.

Step 5: Follow up and chase

• In Payments → Documents & Contracts → All Documents and Contracts, you can view documents according to their status:

  • Drafts

  • Pending signature

  • Completed

• You can also add actions to your automation:

  • Add a tag ("Contract sent")

  • Move the opportunity in your pipeline

  • Send an onboarding email

  • Generate an invoice or payment (can be configured directly when signing the contract for greater fluidity)

Best practices

• Always test the process with your own email address.

• Verify that each dynamic field in the document corresponds to a Contact field populated by the form.

• Use the Create as draft option to check the rendering during the first few tests.

• Enable payment collection directly in the document if necessary.

• Set up an automatic reminder if the contract is not signed after a few days.

Automation example

• Trigger: "Audit Request" form submitted.

• Action: Send Document → "Audit Contract" template.

• Wait 3 days → If not signed → Reminder email.

• If signed → Tag "Contract signed" + Pipeline "Active customer" + Welcome email.

FAQ

What happens if a custom field is empty?

The document will use the empty value. You can include an "Update Contact" step in your automation to set a default value if the value is empty.

Can I modify the contract after sending it?

Only if you have chosen "Create as draft." Otherwise, the document is locked for security reasons.

Can we manage multiple signatories?

Yes, it is possible to assign multiple signature blocks to different people.

Are the signatures legally recognized?

Yes, they comply with current standards (audit trail, time stamp, consent).

Is it mobile-friendly?

Yes, your recipients can sign directly from their smartphones.