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eForms

Why this matters

eForms are structured forms your company uses internally or with customers: satisfaction surveys, onboarding forms, declarations, authorizations, evaluations. ZaazCRM presents them as web forms filled inside the system, linked to the relevant customer or case.

Unlike free-form email or an Excel, eForms have structure, validations, and generate official PDFs on completion.

Create a new eForm

  1. Open the relevant customer or case.
  2. Forms tab → Create new.
  3. Pick the form type from the catalog.
  4. ZaazCRM opens the web form.

Screenshot: eForm web form

Fill out the form

  • Pre-filled fields (customer name, basic data) come from the record.
  • You complete the remaining fields.
  • Validations instantly — if you enter a bad date or invalid numeric field, it warns.
  • Sections save automatically.

Save as draft

If you don't finish in one session, Save as draft. On return, open the draft and continue.

Generate the PDF

When you finish:

  1. Generate PDF button.
  2. ZaazCRM produces the official PDF.
  3. It's saved in the customer's folder.
  4. Download to print, or email for electronic signature.

Share with the customer for signing

  • Generate PDF for manual signing — download, print, sign, scan, upload.
  • Send for electronic signing (if your company has the integration) — the customer signs in their browser.

Form statuses

  • Draft — in progress.
  • Generated — PDF created, pending signature.
  • Signed.
  • Archived.

Watch out for

  • Don't edit the generated PDF by hand. Go back to the web form, fix, and regenerate.
  • Check the form's language before generating.
  • Some forms require physical signatures, not electronic.

Where to next

  • Calendar — reminders and appointments.
  • In Part 6 (Administration), how to create new form types.