Letter of Intent Template Workflow

Quickly set up purchase agreements and other partnership deals with this seamless digital workflow.

Document Automation Made Easy

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.

With this letter of intent example workflow, you can:

Streamline your letter of intent process
Eliminate the need for cumbersome paperwork
Free yourself from manual work and data entry
Make a good impression on potential partners

What You Need

Formstack Forms

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.

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Formstack Documents

With 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.

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InsureSign by Formstack

Collect 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.

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Letter of Intent Form Template

Easily collect information from partners with Formstack's ready-to-go form template. Include your branding, and tweak fields as needed to meet the needs of your business. You can connect your form to Formstack Documents to populate data into custom letters.

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Letter of Intent Document Template

Reduce the time it takes to create letters by generating them online. Connect your form to this letter of intent template to create personalized letters as soon as partners submit their information. There's no need for messy paperwork or manual data entry.

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How It Works

Use these letter of intent templates to create a seamless workflow in just a few steps.

1

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."

2

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.

3

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.

4

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.