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Quickly set up purchase agreements and other partnership deals with this seamless digital workflow.
Creating a polished, professional letter of intent is critical to starting new partnerships off on the right foot. Automate your process by using an online form to populate a letter of intent template with data. Digitizing your process will help you avoid paperwork, reduce data entry errors, and make a better impression on new partners.
Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.
Try It FreeWith Formstack Documents, you can transform data into professionally designed PDFs and Microsoft documents. Simplify the creation of letters of intent by using a form to populate a branded letter with partner information. To get started, add this letter of intent template to your Formstack Documents account.
Try It FreeCollect signatures on your letters of intent by connecting Formstack Documents with InsureSign by Formstack. Take advantage of advanced features such as delayed delivery and customized emails to create a workflow that makes signature collection fast and painless. Connect with any of our other eSignature integrations.
Try It FreeUse these letter of intent templates to create a seamless workflow in just a few steps.
Build
Log in to your Formstack Documents account, and choose the letter of intent from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."
Deliver
Navigate to the "Deliver" tab to prepare your letter for signing. To set up your InsureSign delivery, select "InsureSign by Formstack" and customize options as needed.
Collect
Next, log in to Formstack to connect your form. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your letter of intent template from the list of documents.
Map
Review all fields to ensure your Formstack data is correctly mapped to your letter template. All you need to do now is embed your form on your website or email it to partners to start collecting data and generating custom letters.
Ready to get started?
Get access to this letter of intent example workflow and other templates by starting a free trial.