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Suggestion Form

Use a Sample Suggestion template to make your document workflow more streamlined.

What the Suggestion Form does

A Suggestion Form collects written feedback, ideas, or requests in a structured document that can be completed and signed electronically when a signature is appropriate. With signNow, a sender uploads the form, reviews detected fillable fields, adds recipient roles, and sends it through email or a signing link. Signers enter their responses, complete required fields, and apply an electronic signature. The completed PDF and audit trail preserve the transaction record. ESIGN and UETA generally recognize electronic signatures for eligible U.S. business transactions, while statutory exclusions still apply.

Who uses Suggestion Form

Small businesses

Small businesses use Suggestion Form to gather customer ideas, employee recommendations, and service requests in a consistent format. A sender can add required response fields, route the completed document for acknowledgment, and retain the signed PDF with its audit trail when a formal record is needed.

Organizations

Schools, nonprofit organizations, and public-facing teams use Suggestion Form to collect structured feedback from participants. signNow supports email invitations, signing links, templates, and mobile completion, allowing administrators to standardize submissions without manually rekeying every response.

How Suggestion Form works

signNow turns the Suggestion Form PDF into a controlled workflow from upload through signed-record storage.

  • Upload form: Upload the Suggestion Form PDF.
  • Check fields: Review detected fields and add missing ones.
  • Assign roles: Assign responses and signatures to recipients.
  • Archive record: Store the completed PDF with its audit trail.

Features for Suggestion Form workflows

signNow provides field preparation, recipient routing, reusable templates, signing access, and audit evidence for structured Suggestion Form submissions.

Field detection

Upload the Suggestion Form PDF and let signNow identify fillable areas before you assign response and signature fields.

Recipient routing

Route the form to specific recipients by email, preserving role order when several people must review or acknowledge responses.

Reusable templates

Use reusable Suggestion Form templates to keep prompts, required fields, and signature placement consistent across repeated submissions.

Flexible invitations

Invite signers by email or shareable link so participants can complete the Suggestion Form from their own device.

Audit trail

Capture timestamps, signer actions, and transaction history in an audit trail accompanying the completed Suggestion Form.

Completed record

Keep the finalized PDF and transaction evidence together for internal review, recordkeeping, or later reference.

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Connect Suggestion Form workflows to business systems

Suggestion Form workflows can connect with Salesforce, Microsoft 365, Google Drive, NetSuite, and other signNow-supported systems for organized document handling.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security for Suggestion Form records

Data in transit:

TLS 1.2 and 1.3

Data at rest:

AES-256 encryption

Security certification:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Electronic signatures:

ESIGN and UETA compliant

Privacy frameworks:

GDPR and HIPAA options

Platform requirements for Suggestion Form

Suggestion Form workflows run in Chrome, Firefox, Safari, or Edge on Windows 10 and macOS. signNow also provides mobile apps for iOS and Android, allowing recipients to review fields and sign from supported mobile devices. Use an up-to-date browser and an internet connection for web completion.

  • Browsers Chrome, Firefox, Safari, Edge
  • Operating systems Windows 10, macOS, iOS, Android
  • Mobile access signNow mobile apps available

Organizations should manage access through approved devices, user permissions, and retention procedures. For integrations or high-volume Suggestion Form workflows, administrators can evaluate API access, SSO provisioning, and storage controls against their internal security policy. signNow lists TLS encryption, AES-256 encryption, SOC 2 Type II, and ISO 27001 among its compliance and security capabilities.

Recommended Suggestion Form setup

Configure authentication, signing, audit evidence, retention, and encryption according to the information collected and the organization’s applicable policy.

SettingRecommendation
Authentication methodEmail invitation with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailEnable completion evidence and action history
Document retentionKeep six years for HIPAA records
EncryptionTLS 1.2 or 1.3 and AES-256

What the Suggestion Form audit trail records

The audit trail documents signing events separately from the form’s setup, creating evidence about who acted, when they acted, and what was completed.

01

Signer authentication:

Records the signer’s email or configured authentication event.
02

Timestamp capture:

Captures the time and date of each action.
03

Document integrity:

Associates the completed Suggestion Form with transaction data.
04

Tamper evidence:

Preserves an ordered history of views, fields, and signatures.
05

Completion record:

Generates completion evidence alongside the signed PDF.
06

Audit export:

Allows authorized users to retrieve or export audit evidence.

Recordkeeping practices for Suggestion Form

Sound recordkeeping connects the completed Suggestion Form with its audit evidence, access controls, and the retention rule applicable to the information collected.

Match retention to the record purpose

Keep the completed Suggestion Form, certificate of completion, and audit trail together in an access-controlled repository. Apply the retention period required for the record’s actual business purpose; HIPAA documentation requires six years under 45 CFR §164.530(j).

Export the audit trail

Export audit evidence when the Suggestion Form is completed and verify that the file opens correctly. Preserve timestamps, signer information, and transaction history so reviewers can evaluate intent, attribution, and document integrity later.

Protect submitted responses

Limit access to submitted Suggestion Forms because responses may contain personal, employment, health, or business information. Use role-based permissions, avoid public links for sensitive records, and review recipient access before every send.

Control template changes

Use a reusable template only after checking every prompt, required field, and signature location. Update the template through controlled review so older Suggestion Form versions remain identifiable and previously completed records are not altered.

Know document exclusions and state rules

State-specific formalities

Invalidates required acknowledgment

Wills and codicils

Creates probate complications

Family law documents

May require court filing

Real-estate deeds

May block title recording
ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

28M+Documents signed
13+Years in business
4.6/5Average G2 rating

Troubleshoot Suggestion Form signing

These answers address field detection, signature invitations, electronic-record consent, security, and statutory exclusions for Suggestion Form workflows.

Upload the original PDF again, then inspect detected fields before sending. signNow Business includes templates and audit trails, so the sender can correct field placement and verify the final Suggestion Form before inviting a signer.

Use signNow’s required-field settings to prevent incomplete responses, and assign each field to the correct signer. A recipient can complete the form without a signNow account when the sender uses an email invitation or signing link.

Business includes legally binding eSignatures and audit trails at $8 per user per month with annual billing. The plan includes 100 signature invites per user annually; overage fees may apply after that allowance.

For consumer-facing Suggestion Forms, provide the ESIGN Act disclosure explaining paper-record rights, electronic access, and consent withdrawal procedures. These requirements come from 15 U.S.C. §7001(c), not from signNow’s product settings.

signNow encrypts data in transit with TLS 1.2 or 1.3 and at rest with AES-256. Its compliance materials list SOC 2 Type II certification and ESIGN/UETA compliance; organizations remain responsible for access controls and retention policies.

Do not use an electronic Suggestion Form workflow for wills, codicils, testamentary trusts, court orders, or specified family-law decrees. ESIGN excludes these records, and applicable state law may impose additional execution requirements.

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