UnlayeredUnlayered
Workflows7 min readJan 3, 2024

Why Forms + E-Signatures in One Platform Beats Using Two Separate Tools

Form submission → Auto-generate contract → Send for signature. All in one workflow. No Zapier, no exports, no manual work.

The Two-Tool Problem

Most businesses use Typeform for forms and DocuSign for signatures. That means:

  • Form responses arrive in Typeform
  • You manually copy data into a contract template
  • You upload the contract to DocuSign
  • You send it for signature
  • Signed document lives in DocuSign, form data lives in Typeform
  • You manually match them up later

This workflow takes 10-15 minutes per submission. If you process 50 submissions per week, that's 12+ hours of manual work per week.

The One-Platform Solution

Unlayered combines forms and eSignatures in one platform. Here's what that actually means:

Automated Workflow

1

User fills out form

Name, email, company info, requirements. Whatever you need

2

Unlayered auto-generates document

Form data automatically populates your contract template

3

Document sent for signature

Automatically routed to the right signers with no manual intervention

4

Completed and organized

Form data + signed document stored together in one dashboard

Total time: Zero. It happens automatically.

Real-World Use Cases

Customer Onboarding

Scenario: New customer fills out onboarding form

→ Customer submits form with company details, contact info, service needs

→ Unlayered generates service agreement pre-filled with their data

→ Agreement sent to customer and your team for signatures

→ Signed contract linked to customer record automatically

Sales Proposals

Scenario: Prospect requests custom quote

→ Prospect fills out requirements form with project scope, budget, timeline

→ System generates proposal document with pricing and terms

→ Proposal sent to prospect for signature

→ Acceptance triggers next steps automatically

HR & Employee Documents

Scenario: New employee onboarding

→ New hire completes onboarding form with personal details, emergency contacts

→ Offer letter, NDA, and benefits forms auto-generated

→ Documents sent in sequence for employee signature

→ All completed documents filed in employee record

What You Eliminate

  • No Zapier integrations: No fragile automation that breaks when APIs change
  • No manual data entry: Form responses automatically populate document fields
  • No file organization: Forms and signed docs stored together automatically
  • No context switching: One dashboard for form data and documents
  • No subscription juggling: One platform, one price, one support team

Data Stays Connected

When forms and signatures live in the same platform, your data stays connected:

Example: Client Search

You need to find Sarah Johnson's contract. With separate tools:

  • → Search Typeform for her form submission
  • → Note the submission date
  • → Switch to DocuSign
  • → Search by name and date range
  • → Hope you named the document correctly

With Unlayered:

  • → Search "Sarah Johnson"
  • → See form submission and signed contract together
  • → Done in 3 seconds

Conditional Document Generation

Different form answers can trigger different documents:

Form question: "Project budget?"

→ If under $10k: Generate standard contract

→ If over $10k: Generate enterprise contract with custom terms

Form question: "Business type?"

→ If Individual: Generate individual service agreement

→ If Corporation: Generate corporate agreement with additional clauses

Form question: "Need insurance certificate?"

→ If YES: Auto-generate contract + insurance form bundle

→ If NO: Send contract only

Time Savings Breakdown

Two separate tools (per document):

12 minutes

  • • Copy form data manually
  • • Create document in Word/Google Docs
  • • Upload to DocuSign
  • • Configure signers
  • • Send and track separately

Unlayered unified platform:

0 minutes

  • • Automatic document generation
  • • Auto-filled with form data
  • • Auto-sent for signature
  • • Auto-filed when complete
  • • Zero manual work

Cost Comparison

Using two separate tools adds up quickly:

Typeform + DocuSign

Both tools with necessary features

$145/mo

Zapier

To connect the two tools

$30/mo

Manual Labor

12 hours/week at $30/hour

$1,560/mo

Total Monthly Cost

$1,735/mo

Unlayered eliminates the manual labor cost entirely and replaces two subscriptions with one. The ROI is immediate.

Why Separate Tools Don't Work

Data Silos

Form data and signed documents live in different systems. Hard to search, hard to organize, hard to audit.

Manual Work

Every form submission requires manual document creation and data entry. Doesn't scale.

Error-Prone

Copy-paste mistakes lead to wrong names, dates, or terms in contracts. Expensive to fix.

Slow

Users wait hours or days for documents after form submission. Poor experience.

Try the Unified Platform

Build your first form-to-signature workflow in under 5 minutes

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