Contract intake forms should ask for the information that matters. And skip the questions that don’t.
A straightforward contract request shouldn’t require users to navigate every question the organization might ever need to ask. Yet long intake forms often present every possible field at once, leaving users to determine what applies, what they can skip, and when they need to ask Legal for help.
When different agreements require different information, the form should know the difference, too.
Ask the next relevant question
Contracts 365's contract management software uses Dynamic Reveal Forms to guide users through the intake process. As someone makes a selection or enters information, configured form rules can reveal the fields needed next based on the context of the request.
Selecting a contract type, for example, can prompt the user for information specific to that agreement. Another response can determine whether a follow-up field appears or becomes required. The form collects the necessary contract data without presenting every possible question to every user.
The result is a more focused intake experience. Users can concentrate on the questions that apply to the agreement in front of them, while the organization continues to collect structured information for workflow routing, contract creation, reporting, and ongoing management.
Make good intake easier
Contract intake sets the direction for everything that follows. Missing information can slow down drafting and review. Too many questions create friction before the process has even begun.
Dynamic Reveal Forms help strike a practical balance. The form adapts to the request while the underlying rules help maintain consistency in the information being collected.
Ready to Simplify Contract Intake?
Contracts 365 is powerful contract management software for businesses that use Microsoft 365. See how configurable forms and dynamic reveal can create a more focused contract-request experience.
Request a demo and experience the power of Contracts 365 today.
