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Suggestion Form

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

What Suggestion Form does

Suggestion Form is a reusable document for collecting ideas, comments, or improvement proposals from individuals or teams. With signNow, upload the form, let the platform detect fillable fields, add requested information and signature fields, then send it by email or signing link. Recipients review the suggestion, complete required fields, and sign electronically when approval is needed. The completed PDF and audit trail remain available for download or controlled storage. ESIGN and UETA generally recognize electronic signatures for qualifying U.S. business transactions, while excluded records require separate handling.

Who uses Suggestion Form

Employees and managers

Employees use Suggestion Form to propose process improvements, workplace changes, or operational ideas. Managers can request clarification, route the proposal for review, and retain a signed acknowledgment when the organization needs evidence of receipt or approval.

Organizations and teams

Schools, nonprofits, and businesses use Suggestion Form to collect structured feedback from participants, clients, or project teams. SignNow fields, routing, and audit trails help separate the original proposal from later review decisions and completed approvals.

How Suggestion Form works

Move a suggestion from an editable template to a signed, traceable record through four signNow actions.

  • Upload form: Upload the reusable Suggestion Form PDF.
  • Detect fields: Auto-detect fields and review placement.
  • Prepare routing: Add recipients, approvals, and signatures.
  • Archive record: Store the signed PDF and audit trail.

Features for Suggestion Form

signNow combines reusable fields, controlled routing, electronic signatures, and audit evidence for organizations that collect and approve written suggestions.

Reusable template

Upload a reusable Suggestion Form and place text, date, initials, approval, and signature fields without recreating the document for every proposal.

Role-based routing

Route a suggestion to a manager, committee, or submitter in a defined order, keeping each participant’s required action visible before completion.

Audit trail

Capture signer identity, timestamps, actions, and document history in an audit trail that supports later review of the submitted suggestion.

Signing links

Generate a signing link when a suggestion must be shared through a portal, email campaign, or controlled internal workflow.

Mobile signing

Use mobile apps to review or sign suggestions when participants are away from a desk, while retaining the completed document in the same workflow.

Workflow connections

Connect completed suggestions with Salesforce, Microsoft 365, Google Drive, or Box to reduce manual downloading and duplicate record handling.

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Connect Suggestion Form to business systems

Connect Suggestion Form with CRM, ERP, cloud storage, and collaboration tools to route completed documents and signer data into existing workflows.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security for Suggestion Form

Stored data:

AES-256 at rest

Data in transit:

TLS 1.2/1.3 in transit

Security reporting:

SOC 2 Type II certified

Information security:

ISO 27001 certified

U.S. eSignatures:

ESIGN and UETA compliant

Health information:

HIPAA compliant with BAA

Platform requirements for Suggestion Form

Use Suggestion Form through signNow in Chrome, Firefox, Safari, or Edge on Windows 10 or 11 and macOS. signNow also provides mobile apps for iOS and Android, allowing recipients to review, complete, and sign the form from supported phones and tablets.

  • Browsers Chrome, Firefox, Safari, Edge
  • Desktop systems Windows 10/11, macOS
  • Mobile apps iOS and Android apps

Organizations should manage browser updates, device access, and account permissions before distributing Suggestion Form. Confirm that recipients can open the document, view required disclosures, and receive authentication messages. Enterprise deployments may also configure API access, SSO provisioning, and certificate or long-term validation requirements according to internal policy.

Recommended Suggestion Form setup

Choose authentication, signature, audit, retention, and encryption controls before distributing Suggestion Form to participants.

SettingRecommendation
Authentication methodEmail authentication with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailEnable for every completed suggestion
Document retentionFollow the organization’s records policy
EncryptionTLS 1.2/1.3 and AES-256

Inside the Suggestion Form audit trail

The audit trail documents what happened to a Suggestion Form after preparation, helping reviewers connect the submitted PDF with its signing events.

01

Signer authentication:

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

Timestamp capture:

Captures signing time and related transaction events.
03

Document integrity:

Maintains document integrity through signed-document processing.
04

Action history:

Creates a traceable history of field and signature actions.
05

Completion record:

Preserves the completed PDF alongside signing evidence.
06

Audit export:

Allows authorized users to retrieve or export audit evidence.

Record-keeping practices for suggestions

Retain the completed suggestion and its audit evidence according to the record type, business policy, and applicable federal or state requirement.

Classify the suggestion record

Define the record before setting retention. A Suggestion Form containing tax, employment, health, or financial information may follow a different schedule than an ordinary internal idea. Apply the organization’s documented policy and the rule governing the underlying record, not an assumed universal period.

Preserve the completion evidence

Export the completed PDF and audit trail together. Keep the original submission, approvals, and completion evidence linked so reviewers can establish what the signer saw, when the action occurred, and which version was accepted.

Limit access after review

Restrict access to the people reviewing or approving the suggestion. Use signNow roles, controlled sharing, and authenticated recipients, then remove unnecessary access after the review closes to reduce disclosure risk.

Apply the governing retention rule

For health information, evaluate HIPAA’s six-year documentation rule under 45 CFR §164.530(j). For tax, employment, or regulated records, apply the applicable federal and state schedule instead of treating every Suggestion Form identically.

Privacy issues to prevent

  • Suggestion Forms may contain names, contact details, business ideas, or internal assessments that should not be visible to every recipient or stored indefinitely.
  • A signer’s approval can be disputed when the form lacks clear consent language, identified recipients, or an audit trail connecting the person to the action.
  • Sending a completed suggestion to the wrong email address can disclose confidential ideas and weaken access controls around the organization’s records.
  • Collecting unnecessary health, financial, or employee information increases privacy obligations without improving the suggestion’s review or approval process.

Suggestion Form troubleshooting

Resolve field, signing, access, compliance, and retention questions before accepting a completed Suggestion Form.

Upload the source PDF again and confirm it opens without password protection. signNow Business includes templates and audit trails; manually place fields if automatic detection does not identify the suggestion, approval, or signature areas correctly.

Use a typed, drawn, or uploaded signature field and preserve the signer’s intent. ESIGN and UETA recognize electronic signatures when intent, consent, attribution, and record retention are established; signNow’s audit trail records the signing event.

Business provides legally binding eSignatures, templates, audit trails, and mobile apps at $8/user/month when billed annually. Business Premium costs $15/user/month annually and adds bulk send, kiosk mode, payments, and quick invite links.

Business Premium includes kiosk mode for supervised, in-person completion, while shareable signing links can distribute the Suggestion Form without entering each recipient manually. Confirm the signer’s identity and authorization before accepting an approval.

For healthcare-related suggestions containing protected health information, signNow lists HIPAA compliance with a business associate agreement required. Limit access, collect only necessary information, and verify the organization’s own HIPAA policies before use.

Export the completed PDF and audit trail from signNow, then apply the retention period required for the underlying business record. No universal retention period applies to every suggestion; document the organization’s policy and applicable state or industry rule.

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

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