01
Publish the form, capture leads
Build lead, brief, application or survey forms with the drag-and-drop editor. Embed on your site or share via link; replies land in CRM instantly.
Feature · Forms & Contracts
From lead to signature — in one flow.
Forms, briefs, contracts and e-signature — all in Managelify. End the Google Forms + Typeform + DocuSign chaos; let Mana AI handle the answers, the brief and the follow-up for you.
One flow
form + contract + e-sign
0 sec
from form reply to CRM card
Mana AI
turns answers into tasks
FORMS & CONTRACTS PREVIEW
Screenshot area ready
Once visuals are ready, they'll slot into these frames — sized for product screens.
Form editorContract templateE-signature flow
Live system · Real-timeDon't just read about it —
Don't just read about it —
use Managelify.
No sign up, no card, no setup. One click opens the real dashboard with projects, tasks, Mana AI and the calendar — exactly as if it were your own account.
No sign up requiredNo credit card neededAll modules unlocked
app.managelify.com
Ready? Step inside the system.
No sign-up · No card · Open in 1 second
PROBLEM
Form in Typeform, contract in Word, signature in DocuSign — leads lost.
A lead form gets a reply; if you don't move it to CRM by hand, it's lost. Did the brief arrive? Unclear. The contract is rewritten from scratch and sent for signing in another tool. Customers tire, teams tire — kickoff slips.
GOOGLE FORMS
Form replies pile up in a spreadsheet; if you don't move them to CRM by hand, leads are lost. No clarity on which one was followed up or which is going cold.
TYPEFORM / TALLY
Sleek forms, beautiful experience — but answers don't live in CRM, don't create tasks, don't link to projects. Yet another integration, yet another Zapier bill.
WORD & PDF CONTRACTS
Every contract is rewritten from scratch; wrong name, missing date, outdated price. Which version is current — nobody can say for sure.
DOCUSIGN / HELLOSIGN
Great e-signature tool — but the customer card, project and tasks live elsewhere. Signed, but the delivery team has no idea, and kickoff slips.
WHATSAPP + EMAIL BRIEFS
'Can you send the brief?' messages get lost in chat. Attachments disappear, version confusion, and whoever consolidates the brief burns out.
MANUAL TRACKING
Did the form arrive? Was it signed? When does it renew? No reminders — every forgotten form is a lost customer.
One flow · WRM
Form + brief + contract + e-sign — in the same context.
Classic form tools collect replies, contract tools collect signatures, then it ends. Managelify links the form to CRM, the brief to a task, the contract to the project. We call it Work Relationship Management (WRM) — you manage the relationship, not the document.
Form editor
Conditional logic
Contract template
Variable fields
E-signature flow
Audit trail
Auto reminders
Mana AI
02
Reply → customer card + task
Every form reply automatically becomes a customer card. Pipeline stage, owner and follow-up task are assigned automatically. Leads aren't lost — they live in context.
03
Generate the contract from a template, get it signed
Customer data, price and dates fill the template automatically. Sequential or parallel e-signature flow starts; the signed PDF lands on the customer card and project archive.
04
Let Mana AI turn the brief into action
Mana AI reads form answers, summarises the brief, extracts the scope and suggests tasks. Renewal dates, missing info, risky responses — proactively flagged.
DEPTH
Forms, contracts, e-signature and AI.
Form tools collect replies, signing tools collect signatures. Managelify links the lead to a card, the brief to a task, the contract to the project — closing the loop.
FormContractE-signatureAI signalsScenariosSettings
Form features
- Drag-and-drop form editor
- 20+ field types (short, long, multiple choice, file, signature, date)
- Conditional logic (show fields based on answers)
- Embed on your website & shareable link
- Multi-language & brand identity (logo, color, font)
- Spam protection & CAPTCHA
- Reply → customer card auto-linking
- Reply → task / pipeline stage automation
Contracts & templates
- Contract template library
- Variable fields (customer, price, date auto-fill)
- Multi-currency & tax support
- Version control & change history
- Brand identity & professional layout
- One-click quote → contract conversion
- GDPR-compliant storage
- Renewal date tracking & reminders
E-signature & audit
- Sequential or parallel signing flow
- Multiple signers (customer + team + witness)
- Live signature status tracking
- Automatic reminder emails
- Mobile-friendly signing experience
- Audit trail with IP/timestamp logs
- Signed PDF encrypted archive
- Auto-link to customer card & project
AI signals
- Form reply summary & brief extraction
- Missing or inconsistent answer alerts
- Task & scope suggestions from replies
- Contract template suggestion (based on answers)
- Renewal & re-signing early warnings
- Risky clause / unclear scope detection
- Automatic follow-up email drafts
- Contract clause extraction from meetings
Use scenarios
- Freelancer lead & brief form
- Agency client onboarding form
- Project brief & scope document
- Service contract & retainer
- NDA & confidentiality agreement
- Renewal & upsell contract
Settings & security
- Form fields & conditional logic
- Contract templates & variables
- Brand identity (logo, color, font)
- Signing flow & sequencing rules
- Permissions & approval matrix
- Automatic reminder rules
- Data retention & GDPR
- Audit trail & archive policy
ENHANCERS
Not filling out forms — kicking off the work.
Form + contract + e-sign in the same context
From lead form to customer card, brief to scope, scope to contract, contract to project — every step is one click. No data copying, no manual transfers, no separate subscriptions.
GDPR-compliant and auditable
Form replies are stored encrypted; signed contracts are archived with IP, timestamp and audit trail. Which version, what date, who signed — full visibility.
Action starts the moment a reply arrives
Form reply lands in CRM, task is assigned to the owner, automated email goes out. Leads aren't kept waiting — hot opportunities stay hot, conversion rises.
Mana AI = silent brief assistant
Mana AI summarises form replies, asks for missing fields, extracts tasks from the brief. It flags risky clauses in contracts — not a passive form tool, but an accelerating layer.
Reads the brief — drafts the contract.
Mana AI reads form replies, summarises the brief and flags missing fields. It suggests a contract template based on the answers, and warns about risky clauses or unclear scope. For contracts approaching renewal, it opens follow-up tasks — not a passive form tool, but an accelerating assistant.
Form reply summary & briefTemplate & clause suggestionFollow-up email draftRisky clause warning
SAMPLE SUMMARY
"ABC's brief has no delivery date and the scope doesn't mention 3 revision rounds. Want me to add these clauses to the service contract template?"
Brief summary & gap detection Template suggestion Auto reminder One-click contract
WHO IT'S FOR
Solo to team — every form to signature, every signature to work.
Freelancer
From lead form to signed contract — solo.
Embed a lead form on your site; let brief questions help the customer write their own scope. Reply lands in CRM, Mana AI summarises the brief, the service contract auto-fills from the template. The customer signs from their phone, work begins — no Google Forms, no DocuSign, no copy-paste back to a spreadsheet.
Agency
Transparent client onboarding, consistent contracts.
Keep the new-client onboarding form (brand, goals, brief) live; when a reply arrives, an account manager gets a task. The contract template ships with your brand identity; the multi-signer flow (client + you + partner) runs in sequence. The moment it's signed, the project is set up — the delivery team already sees the brief.
Startup & B2B team
Demo request, NDA and contract in one system.
The demo form on your site drops the lead into CRM; sales stages are set up automatically. NDAs and service contracts pull from the template library in one click, with variable fields filled. Mana AI reads the scope signals from the reply, warns about risky clauses, and proactively reminds you when renewal approaches.
COMPARISON
Google Forms, Typeform, DocuSign — each a piece. Managelify is the whole.
The table below shows what popular form and e-signature tools do well — and the unified flow Managelify offers in a single place.
TOOLSTRENGTHGAP
Google FormsFree & simpleNo CRM, no task generation, no contracts/signing, weak branding
Typeform / TallyBeautiful form experienceReplies aren't in CRM; no contract, e-signature or project link; integration bills
DocuSign / HelloSignIndustry-standard e-signatureSigning only; forms, CRM, brief and tasks live in another system
PandaDocStrong proposals & contractsWeak form layer; CRM, project and calendar are separate
Word + Mail + DriveFlexible & freeVersion chaos, manual follow-up, no audit trail, no AI
Managelify Forms & ContractsWRMForm + contract + e-sign + CRM + Mana AI in one flow—
KEEP EXPLORING
Discover Forms & Contracts alongside the rest of Managelify.
CRM
Form replies drop directly into the 360° customer card.
Sales & Quotes
The contract lives in the same context as the winning quote in the pipeline.
Product & Service Catalog
Contract line items auto-fill from your catalog.
Recording & Transcript
Contract clauses surfaced from meeting transcripts.
Built-in Meet
Discuss the brief on a meeting that's already linked to the form.
All modules
See all 33 modules across 8 categories of Managelify in one panel.
FREQUENTLY ASKED QUESTIONS
Clear answers on Forms & Contracts.
What exactly does Managelify Forms & Contracts do?
Managelify Forms & Contracts unifies lead/brief/onboarding forms, contract templates and the e-signature flow into a single system. It replaces the Google Forms + Typeform + DocuSign + Word combo — the entire flow from form reply to signed contract to project lives in the same context.
Does it replace Google Forms, Typeform or DocuSign?
For small-to-mid teams and freelancers, more than enough. Google Forms only collects data, Typeform is sleek but siloed, DocuSign only signs. Managelify connects the form to CRM, turns the reply into a task, generates the contract from a template, runs e-signature and hands off to the project — one subscription, one interface, one source of truth.
What happens to form replies — do they just sit in a table?
No. Each reply automatically becomes a customer card; it lands in a pipeline stage, an owner is assigned, a follow-up task is opened. Optionally, an automated email is sent and the relevant channel is notified. Reply = action, leads aren't kept waiting.
How do contract templates work?
Service contract, NDA, retainer, freelance agreement — you save them in your template library. Variable fields (customer name, price, date, scope) auto-fill from the customer card and quote line items. No writing from scratch, no misspelt names, no outdated prices.
Is the e-signature legally valid?
Yes. The signing process is captured with IP address, timestamp and audit trail; the signed PDF is archived in immutable form. GDPR-compliant storage and a process aligned with the EU eIDAS simple electronic signature standard. Integrations for qualified/advanced signatures are on the roadmap.
How are multiple signers (customer + my team + witness) handled?
You can configure sequential signing (customer first, then you) or parallel signing (everyone at the same time). Signature status is tracked live; who signed and who is pending is crystal clear. Automatic reminder emails go out — you don't have to chase 'has it been signed?' anymore.
What does Mana AI do for forms and contracts?
Mana AI reads form replies and produces a brief summary, flags missing or inconsistent fields. It warns about risky clauses, unclear scope and missing dates in contracts. For contracts approaching renewal, it proactively creates tasks and drafts follow-up emails — not a passive form/contract tool, but an accelerating assistant.
What happens once the contract is signed?
The signed PDF is automatically linked to the customer card and project file. With one click you can open a project from the contract line items — tasks, owners, dates and the payment plan are generated automatically. The delivery team sees the brief and scope directly; the 'what did the customer want?' question disappears. A seamless flow from sales to delivery.
MANAGELIFY
Instead of explaining — publish your first form today.
No signup hoops, no card, no setup. Build your lead form, pick a contract template; first signature in 5 minutes.