Settlement Agreement Form Template

How to customize the template?

Open the Settlement Agreement Form template in your 123FormBuilder account. Drag and drop to edit; radio buttons, checkboxes, file uploads, and even antispam captcha fields are all available. Create custom autoresponders and notifications so that all parties involved have a record of the agreement.

How to publish the template?

This settlement agreement form offers a range of convenient distribution options. Copy and paste to add it to a web page, or click any built-in share button to email a link or post to social media. Filling out the agreement is an agreeable experience on any device thanks to a mobile responsive layout that automatically rearranges for mobile screens or desktop monitors.

How can I collect & manage data?

Secure database stores all settlement agreement form submissions in one location. You can keep records there as long as you need them. In addition, it’s a good idea to export them to Excel/CSV and PDF. Furthermore, 123FormBuilder forms integrate with many popular apps, including Dropbox, Google Drive, Evernote, and SmartSheet. You can explore other integration options with CRM tools, email marketing, and online payment/invoicing services.

How can I optimize processes?

Updating your settlement agreement form and moving away from paper is a choice you’ll be glad you made. Not only will you be going green, but you’ll also help reduce data entry errors and keep your records consistent across devices, team members, and clients. Moreover, you can make changes to your form over time without worrying about people inadvertently using outdated versions of the form. Once you make the move from paperwork to online forms, you’ll never look back!