How to build your client contracts management dashboard

Managing client contracts across Google Docs, emails, and spreadsheets? Let’s fix that.

In this webinar we’ll show how agencies can build a centralized client contracts dashboard using Formaloo — with automated status tracking, e-signatures, and client access, all under your brand.

In this session, you’ll learn how to:
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✅ Create contract request forms and approval flows.
✅ Collect e-signatures and auto-generate contract PDFs.
✅ Track contract stages (drafted, sent, signed, completed).
✅ Build a client-facing portal where they can access signed docs.

Formaloo gives your agency a streamlined system that replaces clutter with clarity, all without code.
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🎯 Who should watch: Agencies and client-facing teams managing deliverables, service contracts, or retainer agreements.

✨ Bonus: Attendees will receive a free contract management dashboard template to customize for their agency.

Join the  25,000+ businesses that use Formaloo every day

Build a client contract tracking dashboard right now!

Check out these resources that help you build a client contract tracking dashboard with access control and workflow automation capabilities.

Start with a contract tracking template

Simplify the contract review and approval process. This ready-to-use workflow helps legal firms and consultants manage the entire process—from client submission to final contract signing—using automation, personalized emails, and task tracking.

How to build your contract tracking dashboard

Build a client contracts dashboard with approvals, e-signatures, and client portals. Here's a step-by-step tutorial to building a custom contract management dashboard for legal agencies and consultants that allows your clients to login, request for a contract review, and track its progress.

Client contract management dashboard: Real life use case from Formaloo

Build a contract dashboard that lets your agency automate approvals, track status, and give clients easy access—all in one place.

Manage secure client portal with access management

Discover how Formaloo simplifies access management with role-based permissions, secure portals, and user-level controls without compromising security or user experience.

Seal contracts legally and send PDFs

Learn how Formaloo streamlines e-signatures and contract PDF generation—all in one platform. Automatically generate branded contracts, collect secure e-signatures, and manage every stage of the approval process without switching tools.

Automate entire process of contract management

Explore how Formaloo automates approval workflows to speed up your processes and reduce manual tasks. Set up multi-step reviews, automatic notifications, and real-time status tracking—so your team can collaborate efficiently and decisions happen faster.

Teams of all sizes use Formaloo to efficiently analyze data

Find out why 25,000+ businesses from more than 30 countries trust Formaloo to bring their team, tools, and data together in one place.

An award-winning platform

G2 reviewers love Formaloo - see why it's a leader in survey software!

#1 AI-powered survey maker

See for yourself how Formaloo's survey management platform can meet your business’s unique needs.

As an Enterprise customer, I'm glad to use Formaloo for the courier onboarding process at Bolt. We actually use Formaloo for many other initiatives as well. The logic feature, custom validation, custom CSS, and especially custom domain made the onbaording process way smoother than before.

Easy to use form builder and survey maker. Formaloo is easy to use, customer support is responsive, and it has lots of templates. It's easy to integrate Formaloo forms and surveys on the website.

Formaloo is a software with the simplicity of forms that allows you to improve many of the needs of quitidianity. From capturing leads to receiving feedback. Very useful feature that allows you to see the mind map of the created form.
It facilitated collection by offering elegant and more prefessional forms than other solutions.

Just what I was looking for! I love Formaloo because it is Simple and easy to use. I use it  to survey my clients, to better understand them.

I love Formaloo. There are a lot of form builders out there, but Formaloo is changing the game. They're really giving you the ability to create much more than just forms with their app. Plus, I love the look and feel of their forms from end-user's perspective.

What I enjoy the most about Formaloo is the ease the ease of creating forms. Formaloo is fantastic in the way that they pushed the form creation to app creation and mixed easy forms creation but also app creations. You can easily access the results of the forms but when you create an app, you can build a portal with selected access, visibility... A page on your portal can be public, members or admin only. It's also easy to integrate with other solution to use the collected data. I also realy like the android app where you can create and check all your form submissions.

Perfect & easiest solution to create custom CRM. Formaloo provides many templates to get started with various use cases. The customer support is excellent. They respond right away and answer all your questions. They even send you video responses to show you how to fix whatever issue you are having and even offer different solutions.

I like Formaloo's ease of use, folders for projects, as easy to use for forms as Canva is for image editing. The transition was extremely easy. Forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other systems.

I like the clean interface, modern design and features rich of Formaloo. I can create simple but beautiful forms with it. The support team is also very responsive. Getting lead and potential clients' contact info, and also surveying for clients' feedback after the deal. With Formaloo I can send simple but beautiful forms to collect the data I want from my clients

It's easy to create forms that look attractive and increases response rate wih Formaloo. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me create forms and surveys that are easy to complete, and more importantly visually appealing to increase response rates.

Formaloo is the best Typeform alternative available. Forms and applications can be custom designed and are highly customizable. Allows you to create advanced forms with conditional logic. Formaloo has a large number of templates that make the work easier or serve as inspiration to create our own forms. I plan to keep using Formaloo in many ways.

Formaloo has a large library of form templates that makes it easy to get started with their platform. I've also used Formaloo to build out very complex assessment forms from scratch using advanced calculation logic and workflow. I'm really impressed with their continued development velocity.

Simplicity and the general UI/UX that this website offers for surveys. Much more attractive and more patronizable than G products. Formaloo provides better and more personalized surveys for our clients
I like the clean interface, modern design and features rich of Formaloo. I can create simple but beautiful forms with it. The support team is also very responsive. Getting lead and potential clients' contact info, and also surveying for clients' feedback after the deal. With Formaloo I can send simple but beautiful forms to collect the data I want from my clients
Formaloo provides a complete set of powerful building blocks out of the box with a powerful relational database automatically connected to them! leaving competitors way behind with its very easy to use user-interface.
Ease of use, folders for projects, as easy to use for forms as Canva is for image editing. Forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other systems.
It's easy to create forms that look attractive and increases response rate. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me to create forms that are easy to complete, and more importantly visually appealing to increase response.
Formaloo has a large library of form templates that makes it easy to get started with their platform. I've also used Formaloo to build out very complex assessment forms from scratch using advanced calculation logic and workflow. I'm really impressed with their continued development velocity.

"Formaloo is fantastic. You can build a portal with selected access, visibility. It's also easy to integrate with other solution to use the collected data."

International Business Development, Mondissimo

Questions & answers

Read the answers to the most frequently asked questions about our AgencyOS

Why choose Formaloo for client contract management?

FAQ icon

Formaloo offers a powerful, no-code platform that helps agencies and teams centralize and automate every step of contract management.

With Formaloo, you can:
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✅ Build custom contract request and approval forms effortlessly
✅ Automate e-signatures and PDF contract generation
✅ Track contract status in real time with clear dashboards
✅ Provide clients with secure, branded portals to access their documents
✅ Seamlessly integrate contract workflows into your existing systems

All this makes managing contracts simpler, faster, and more professional—without technical headaches.

Is this webinar suitable for beginners?

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Absolutely! We'll cover concepts suitable for all levels, from beginners to advanced users.

Will there be a recording available?

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Yes, all registrants will receive a recording of the webinar along with helpful resources.

Do I need to be a Formaloo user to benefit from this webinar?

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While being a Formaloo user will allow you to immediately apply what you learn, the concepts we'll discuss can benefit anyone interested in workflow automation.

How do email notifications work in Formaloo?

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You can set up email notifications to alert you and your users upon form submission. These notifications can include personalized messages with custom templates and attached PDFs generated from the form responses. You can set up custom SMTP for your custom emails.

How to make contracts legally-binding?

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You can add an extra layer of trust to your transactions. Add email verification field to ensure security. For contracts, agreement forms, NDAs, and more—make it official with just a few clicks. Then email the contract to all parties involved.

Is Formaloo GDPR compliant?

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Yes! Make sure to read our GDPR FAQs.

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