Looking for feedback on what others have found to be good services for getting clients to fill-in documents, sign, and get back to your business. Documents for our business needs may be:
1 - client just needs to sign at the bottom of a PDF
2 - client may need to fill in what some services call Basic Fields (only name, email, phone type entries are accepted) + sign
3 - client may need to fill in longer variable text fields + sign
I’m not sure if this will be best suited to actual fillable PDF’s, or a service that accepts any type of document and you just drag fields onto the layout (ie Docusign). We have tried in the past to email fillable forms made with PDFPen Pro, but there has been poor success with the clients taking on the workflow responsibility of receiving → editing → saving → sending back successfully, so we’re looking for options for better uptake.
Thanks in advance for any help.