How do I get a customer to sign a contract or fill out a form?

Documents and forms can be scoped two ways: on a specific customer (from the customer profile's Documents tab → Create Document or Create Form) or organisation-wide (under Settings > Documents & Forms, for templates and forms reused across customers). Documents cover use cases like membership agreements, customer contracts, and service confirmations; forms cover consent forms, waivers, and onboarding. Both are themable to match your operator brand, and can be sent to the customer as a shareable link to complete or sign remotely.