Included on All Plans
Build Smart Forms. Collect Everything.
OtterSign was the first in the industry to combine SmartForms with eSignature. Create dynamic forms, collect data, pre-populate agreements, and capture signatures — all in one seamless flow.
Faster than static PDFs
Higher completion rates
Code required
Field types
Drag, Drop, Done
No-Code Form Builder
Build forms visually with 20+ field types across contact, input, special, and layout categories. Search for a field, click to add, drag to reorder, and click to configure — all in a single editor with a live preview.
- Full Name, Email, Phone, Address
- Dropdowns, Checkboxes, Radio, Date Pickers
- Signature, ID Scan, File Upload, Emergency Contact
- Headers, Text Blocks, Dividers, Page Breaks
One Question at a Time
Full Page or Card Form
Toggle between a scrollable full-page form or a card-style flow that presents one question per screen with Previous/Next navigation. Card mode increases completion rates by reducing visual overwhelm — especially on mobile.
- One-click toggle between modes in the editor
- Dot-style step indicator shows progress
- Works on desktop, tablet, and mobile
- Each field becomes its own focused card
Scan, Auto-Fill, Sign
ID Scanning & Smart Autofill
Signers scan a driver’s license to auto-populate name, date of birth, address, and more. Returning visitors enter their phone number to pull up their previous data. Less typing, fewer errors, faster completion.
- 4D Scanning from driver's licenses and IDs
- Phone number lookup for returning signers
- Re-sign automation after configurable expiry
- Pre-fill via API from external systems
Preview, Publish, Share
Go Live in Seconds
Preview your form exactly as signers will see it — on desktop, tablet, or mobile — then publish with one click. Share via a direct link, embed on your website with an iframe snippet, or generate a QR code for in-person signing.
- Device-responsive live preview
- Shareable signing link
- Embed code for your website
- QR code for kiosks and printed materials
Built for Every Team, Not Just IT
Anyone on your team can create, edit, and publish forms without writing a line of code. Developers stay focused on higher-value work.
Custom Branding
Upload your logo, set background and form colors, and deliver a professional, on-brand experience every time.
Embed Anywhere
Drop a form into your website, booking page, or app with a single iframe snippet. Works everywhere.
Version Control
Edit forms safely without affecting live versions. Publish when you’re ready — never accidentally break a live form.
Data & Reports
Every submission feeds your CRM and analytics. Run completion reports, export data, and build dashboards.
Use Cases
Outdoor Recreation
Waivers, equipment rentals, trip rosters, and post-visit surveys — all in one flow with eSignature built in.
Gyms & Fitness
Range waivers, training enrollment, membership agreements, and event check-in forms with ID verification.
Gun Ranges & Firearms
Range waivers, training enrollment, membership agreements, and event check-in forms with ID verification.
Education
Student enrollment, scholarship applications, financial aid forms, and emergency care plans.
Frequently Asked Questions
Do I need to know how to code?
No. The form builder is entirely visual — drag and drop fields, click to configure, and publish when ready. No developer needed. You can also pre-fill forms via API if you want programmatic control.
Can I include eSignature fields in a web form?
Yes — that’s what makes OtterSign unique. Data collection and legally binding eSignature happen in the same flow. No separate signing step, no switching between tools.
What's the difference between Full Page and Card mode?
Full Page shows all fields in a scrollable form. Card mode presents one field at a time with Previous/Next navigation. Card mode reduces overwhelm and increases completion rates, especially on mobile devices. You can switch between them with a single toggle.
Can I embed forms on my website?
Yes. After publishing, you get a shareable link, an iframe embed code for your website, and a downloadable QR code for in-person use. All three methods work on any device.
Does ID scanning work on all forms?
Yes. Add the ID Scan field to any form and signers can scan their driver’s license to auto-fill contact details. This is powered by OtterSign’s 4D Scanning technology, available as an add-on.
Is Web Forms included in my plan?
Yes. Web Forms is included on all OtterSign plans at no additional cost. Some features like 4D Scanning and SMS Automations are available as add-ons.
Start Collecting in Minutes
Build your first smart form, add eSignature, and publish — no code, no delays, no paper.