Updates

This was a big update - we should have released it in smaller chunks but we got carried away. Next time!

Here’s some highlights of what’s inside.

1. ESIGN & UETA Compliance

We dotted more i’s and crossed more t’s to ensure that we are eSign & UETA compliant. If you don’t know what that is it’s not a big deal, it just means that are our e-signatures are legally binding in the US. UETA & ESIGN Compliance.

2. Meet the Inbox

We renamed the My Docs tab to Inbox and moved it out of the Docs section and into Requests. Now, every form you receive and fill out via Popform can be found in Requests > Inbox.

We already know of a few more changes to the sidebar that are in development now but this is a great step towards more clarity in the platform.

3. Viewed Activity & Enhanced Audit Logs

We’ve added “Opened” events to the activity tab of each request making it easy to see whether your client actually looked at your proposal or not!

4. One-Click Nudges

By default, document & signature requests expire within 14 days. Now you can send a one-click Nudge (ie an email reminder) to a recipient if they’re taking too long which also resets the 14 day expiration period.

5. Improved Dialogs

We got rid of all the side drawers that opened up when you first went to fill a form and replaced them with cleaner, clearer, and more mobile-friendly dialog boxes instead.

And a whole lot more!

• New helper tooltip in EditorToolbar for first-time users when no fields are present

• Removed the back arrow navigation button in the Filler for better user experience

• Add Signed event to Activity tab

• Browser OS and device now included in Activity tab

• Improved new field positioning on page

• Renamed Created to Completed and added more Download buttons to table views

• New Filler dialogs

• Fully executed (aka Status = Complete) docs are stored in a separate s3 with 7 year retention periods for further security/compliance.

We just added some tiny but mighty PDF tools that you might find useful. Tools that help you turn PDFs into multiple image types, turn images into PDFs, merge images, and my favorite - a signature creator.

We checked out what was available already and wanted to create things that were simpler and slicker - we think we nailed it!

I had a ton of fun vibe coding these mini-tools to life. You can check em out here:

• Free Signature Generator

• Merge PDF

• PDF to PNG

• PNG to PDF

• PDF to JPG

• JPG to PDF

• WebP to PDF
  

We had a ton of fun vibe coding these into existence. They're all fully browser based so all of your information is secure. Check out all our PDF tools.

With this release, we've added the ability to send Requests to a specific recipient from within your Popform account.

Requests are currently limited to the publicly available templates that we launched last month. Simply go to the Templates tab which is find under the Forms section in the sidebar, hover over the Public Template you'd like to use, and click "Use Template".

When sending a request with a public template simply open up the Or send to someone else menu.

After sending the template to a recipient, head on back to the Requests section of your account and you'll see all the forms that have been sent out.

By the way, everyone you send forms to will receive email notifications of when forms were sent and submitted.

Back inside Popform, you can now track the status of the form (Sent or Complete but more to come), download the form, but also click on the eye icon to reveal details of each response.

With Popform, we're not just saving flat forms and pages, we're capturing, structuring, and organizing the data inside each form. Other tools simply treat a form as a document passing from one inbox to another.

With Popform, we're unlocking the data inside the form itself. Securely storing it in the platform and making it easily accessible so that you can operate your business more efficiently. Easily view the details of a request by clicking on the eye icon and then head over to the Responses tab. You'll see the unique values entered into each field, click to copy, and download all responses as a CSV file.

This data is the key to unlocking a lot more features to come and we're excited to provide a first look at what's to come with this release.

This is our first tug on the curtain as we reveal the full scope of Popform.

First up, public form templates. Today, we’re releasing public template with a handful of commonly used tax forms & startup contracts now available for you to use for free. The best part, you can chat with AI while you fill out any form and get answers to questions so you can fill and sign with confidence.

For example, with a w9 form, if you’re a self-employed owner with an LLC, you might be confused whether you should put your name or the business name or your social security or your company’s EIN. With Popform if you have a question like this, you can get help quickly with our built-in AI chat on the right side of every form.

Feel free to test it out, send yourself a completed form via email, and even copy another business on the form if you need to share it directly with anyone else.

If there are any forms you’d like to see turned into a Public Template let us know.