Send an eForm with a Proposal

Sending an eForm with a Proposal is possible for new or existing clients in OnboardMe.

Your client will be taken to the eForm for completion after the proposal has been accepted.

New Client

To include an eForm with a proposal for a new client, start a new proposal, and on the client setup, toggle the Send eForm with Proposal button on the eForm step on the Proposal.

Once Activated, the create eForm component will be shown.

Complete the Setup of the eForm (for full instructions on how to setup an eForm, refer to this article: Create and send a single eForm | onboardme help center)

Once your form is setup, click the Save Form to Engagement button.

A summary of the form will be shown on the eForm step.

To Preview the form, click the Form Preview button.

To edit the form, click the Edit Form button.

When navigating to the next step, the eForm will be automatically saved to the system and will be included when sending the engagement out.

The status will remain as Pending Proposal and will change to Opened once the client completes the engagement and opens the eForm.