Can I use eForms for different types of documents like equipment certifications, job sign-offs, and artwork approvals?

Absolutely - eForms are designed to handle any type of form or documentation you need. Create templates for equipment inspection certificates with fields for serial numbers, test results, and compliance checks. Build job sign-off forms that collect customer satisfaction ratings, final installation photos, and approval signatures. Design artwork approval forms where customers can view proposed designs and either approve or request changes with specific feedback. Set up delivery confirmation forms, safety checklists, risk assessments, or any other document your business requires. Each form template can be completely customised with the fields, sections, logic, and branding appropriate for that specific use case. You're not limited to certain types of forms or restricted to predetermined templates. Whether you need a simple one-question satisfaction survey or a complex multi-section installation certificate with repeating equipment tests, conditional questions, photo requirements, and multiple signatures, eForms handle it all. Create as many different form types as you need and use the right one for each situation.

What happens if someone starts filling out an eForm but doesn't complete it?

The eForm saves their progress automatically, and they can return to complete it anytime using the same link you originally sent. When they reopen the form, all their previous answers are still there exactly as they entered them, so they continue where they left off rather than starting over from the beginning. You can see from your dashboard that they've started but not completed the form, and you know exactly how far they progressed. This is where Zigaflow's automated chasing becomes valuable. Your chaser emails and SMS reminders continue sending at the intervals you configured until the form is marked as complete. The reminders can even reference that they've already started, encouraging them to take two minutes to finish rather than letting it slip through the cracks. If someone completely forgets about a partially completed form, your chasers ensure it gets back on their radar without you manually following up. You also have the option to manually resend the form link at any time if someone mentions they can't find the original email.

How do conditional questions work in eForms?

Conditional questions (also called conditional logic or branching) mean certain questions only appear based on how someone answered a previous question. For example, if someone answers "Yes" to "Did you encounter any issues during installation?", additional questions appear asking them to describe the issues and upload photos. If they answer "No", those detailed questions remain hidden and they continue to the next section. This keeps forms short and relevant for each specific situation. Setting up conditional logic in Zigaflow is straightforward. When creating or editing your form template, you specify which questions depend on which previous answers. You choose the trigger question, define the condition (like "if answer equals Yes" or "if answer is not empty"), and select which questions should show or hide based on that condition. You can create multiple conditional branches, so different answer paths lead to different follow-up questions. This makes your forms intelligent and adaptive, asking only the relevant questions for each unique situation while keeping the experience simple and fast for whoever is completing the form.

Can I collect photos or file uploads with eForms?

Yes, you can add file upload fields anywhere in your eForm where you need customers, suppliers, or team members to submit photos, documents, or other files. This is particularly useful for before-and-after installation photos, equipment serial number plates, completed paperwork that needs to be photographed, damage documentation, or any visual evidence you need to collect and store with the job record. When someone completes an eForm on their phone, they can take a photo directly using their camera or select existing images from their photo library. The photos upload automatically as part of the form submission. On desktop computers, people can drag and drop files or browse their computer to select what they want to upload. All uploaded files attach to the completed eForm and the parent job record, so you have visual documentation immediately accessible alongside the form responses. You can specify whether a photo field is required or optional, add instructions like "please photograph the serial number plate," and allow single or multiple file uploads per field depending on what you need to collect.

Can I require multiple signatures on one eForm?

Yes, eForms support multiple signature fields in a single form, which is essential when you need approvals from multiple parties or different types of sign-offs on the same document. Common scenarios include a technician signing to confirm work completion and a customer signing to approve the results, or a team member and supervisor both signing a safety check, or multiple stakeholders signing off on design specifications before production begins. When creating your form template, add as many signature sections as you need and label each one clearly ("Customer Signature," "Technician Signature," "Manager Approval," etc.). You can make each signature required or optional and include a date field alongside each signature to capture when each person signed. The generated PDF document includes all signatures with their labels and dates, creating a complete record of who approved what. You control who receives the form link and can send it to multiple people simultaneously or in sequence, depending on whether signatures need to happen in a specific order or can occur independently.

Do people need a Zigaflow account to complete an eForm I send them?

No - recipients don't need a Zigaflow account, don't need to download an app, and don't need to remember any passwords. When you send an eForm, Zigaflow generates a unique, secure link specific to that form and that recipient. They simply click the link in the email or SMS you sent, and the form opens directly in their web browser. They can be using an iPhone, Android phone, tablet, or desktop computer - it works immediately on any device without requiring installation or login. This frictionless experience is crucial for customer-facing forms. The last thing you want is a customer struggling with account creation or app downloads when you need a quick signature or approval. They click, they complete, they submit - that's it. The security of the unique link ensures that only the intended recipient can access and complete that specific form, while the simplicity of not requiring an account ensures maximum completion rates. Your team who create and manage eForms need Zigaflow accounts, but everyone you send forms to does not.

How do automated chaser emails work for eForms?

When you send an eForm, you set up an automated chasing schedule that continues until the recipient completes the form. You define the intervals - for example, send the first reminder 2 days after the initial send, then another reminder 4 days later, then a final reminder 7 days after that. Zigaflow automatically sends these reminders without you manually following up or remembering to send additional emails. The chaser emails can be customised with your message, and they include the form link so recipients can click directly from the reminder. You also have the option to send automated SMS reminders alongside email chasers for even higher completion rates, particularly useful for urgent forms. The chasing stops automatically once someone completes and submits the form, so they don't receive unnecessary reminders. You see the complete history of when the initial form was sent, when each chaser was automatically sent, when the recipient opened emails, and when they completed the form. If you need to adjust the chasing schedule or send a manual reminder outside the automated sequence, you can do that from the eForm record at any time.

Digital

Replace paperwork with intelligent digital forms

Create custom forms for sign-offs, approvals, and data collection that work on any device with automated chasing and instant documentation.

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Jobs · JB-0441 · eForms

Summit Conferences · JB-0441

SearchDM

3 forms on this jobCreate eForm

FormsSynced from the app

FormDateStatus

Artwork approval2 JunSigned

Delivery sign-off14 JunSubmitted

Site survey20 MaySigned

Delivery sign-offSubmitted 14 Jun, 11:36

Received byPriya, Summit Conferences

Photos2 attached

LocationCaptured on site

CertificatePDF generated

9:41

JB-0441 · Summit ConferencesOffline

Delivery sign-off

Pallet 1 of 2

Pallet 2 of 2

450 conference packs counted

No damage to outer cartons

Delivered to goods-in

Received by

Priya

Signature

Submit · syncs when online

CertificateAutomatic

Delivery certificate generated

Customer details, photos and signature in place

Synced to the job11:52

Delivery sign-off on JB-0441

Completed offline at 11:36, synced when back in signal

Artwork approvalAuto-chased

Sent to Priya31 May

Reminder1 Jun

SignedSigned

Stop endless follow-ups

Before

You finish a job and email the completion certificate to your customer, then wait. A day passes, then two, then a week.

With Zigaflow

Zigaflow automatically chases customers for you with scheduled email and SMS reminders until they complete the form.

Build your audit trail

Before

You're standing in front of a regulator or dealing with a customer dispute six months after a job, and you need to prove that safety checks were completed or specifications were approved.

With Zigaflow

Every eForm response is automatically date-stamped, stored permanently with the relevant job, and searchable in seconds.

Eliminate data entry

Before

A customer fills out your inspection form or equipment check, and now someone on your team sits down to manually type every response into your system.

With Zigaflow

Responses flow directly into Zigaflow as customers complete the eForm - no one on your team touches the data. Serial numbers, test results, inspection details, photo uploads, everything populates the relevant fields automatically.

What you get

Build custom digital forms without writing any code
Embed forms on your website to capture leads automatically
Completed submissions feed straight into your Zigaflow pipeline
Conditional logic for smart, context-aware form fields
Capture photos, file uploads, and e-signatures
Auto-create leads, jobs, or records from submissions
Works on any device - desktop, tablet, or phone

How it works

Design your formStart with a pre-built template or create one from scratch using the drag-and-drop builder.
Generate from recordsNavigate to any job, quote, or project and select "Create eForm" from your template library.
Email with one clickClick "Send eForm" and Zigaflow emails your customer, supplier, or team member a simple link to complete the form.
Fill out anywhereYour recipient opens the link on their phone, tablet, or computer and sees a clean, professional form with clear instructions.
Instant documentationThe moment someone submits an eForm, you receive a notification and their responses appear in Zigaflow.

What is Zigaflow eForms?

Zigaflow eForms is a digital form builder designed for businesses that need to collect signatures, approvals, and data from customers, suppliers, and team members without the chaos of paper forms and email attachments. Instead of printing forms, chasing signatures, and manually entering responses into your system, you create intelligent digital forms that work on any device, automatically chase recipients until completion, and flow data directly back into your business records without anyone touching it.

You design your form using an easy-to-use builder, adding the fields you need like text boxes, checkboxes, photo uploads, up to two signature fields, and date selectors. Once your form template is ready, Zigaflow automatically creates it from any job, quote, or project and pre-fills all the customer and project details for you. Send it to your customer, supplier, or team member with one click, and Zigaflow automatically chases them if they haven't completed it. When they fill it out on any device - phone, tablet, or computer - their responses flow directly back into your system and generate a professional PDF that attaches to the job.

The time you save is immediate and measurable. Your team stops printing, scanning, and manually entering form responses. Your customers can approve artwork or sign off on installations from their phone while standing on-site, eliminating delays. Your finance team sees exactly which jobs have customer sign-off and which need chasing. You build a complete audit trail showing who approved what and when, which matters when customers question charges months later or when you need compliance documentation for regulatory reviews.

Unlike standalone form builders that create disconnected data silos, Zigaflow eForms are natively connected to your entire business workflow. The same form that collects a customer signature automatically updates job status, triggers invoice generation, sends team notifications, and creates compliance reports - all without integration headaches or data syncing delays. Everything from simple one-question satisfaction surveys to complex multi-section equipment certification forms with conditional logic, up to two signatures, and photo requirements can be created in minutes without technical skills or developer involvement.

Frequently asked

Works with eForms

Features

Jobs/Orders WhatsApp Quotes

Industries

Construction & Trade Renewables & Solar Lighting & Electrical

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