How to collect signatures in Airtable Forms

If you're looking to collect signatures with Airtable forms, you're in the right place. I love how Airtable makes things conveniently organized, no matter the project or activity you deal with. In this article, I'll show you one simple tweak to level up your Airtable experience and collect e-signatures with forms for Airtable.

Airtable's native form functionality doesn’t provide a signature feature at the moment, but Plumsail Forms has got you covered!

With Plumsail Forms, you can easily collect handwritten signatures and save them straight to Airtable. Yes, it's a workaround, and you'll need to use one more app in your business process, but you're getting the feature you really need plus an amazing tool for creating truly impressive, mobile-friendly forms.

As a result, we'll have a form where users can leave handwritten signatures, which we'll save to Airtable like this:

Let me show you my setup for saving signatures to Airtable. It's pretty straightforward, and you can easily adapt it to your own requirements.

• Step 1: Set up Airtable base
• Step 2. Connect Plumsail Forms to Airtable
• Step 3. Design Airtable form with signature field
• Step 4. Test Airtable signature form
• Step 5. Share Airtable form to collect signatures
• Get started with free forms for Airtable

Prefer a video? Watch below for collecting signatures and generating PDFs.

Step 1: Set up Airtable base

I have a Teambuilding base with a table called 'Pizza Friday.' This table organizes pizza requests and contains the following columns:

• Name: Single line text
• Topping: Multiple select
• Hunger Level: Rating
• Notes: Long text
• Signature: Attachment

Create your own table, but don't forget to add an Attachment column to store signatures:

Now, it's time to design a form!

Step 2. Connect Plumsail Forms to Airtable

No Plumsail Forms account? Sign up and design a form with me!

First, I connected the form and my Airtable account in the form settings:

I then select the 'Teambuilding' base and the target table:

That's it! You can find more detailed instructions in the article Connecting Plumsail Forms to Airtable.

Now, I can move on to the form design.

Step 3. Design Airtable form with signature field

Once connected to Airtable, you'll see the columns in the left panel, ready to be added to a form:

I added all the necessary fields from Airtable and also included an Ink Sketch control for collecting signatures:

The last important step is to select the attachment column in the Ink Sketch control's settings where you want to save the signatures:

And that's it!

Step 4. Test Airtable signature form

Time to test my form! I filled out the form, including my signature to show I'm serious about my pizza toppings. And submitted it.

Here's what Airtable looks like after I submitted the form:

Step 5. Share Airtable form to collect signatures

Time to share the form with the team!

I share it using a direct link. The sharing page can be customized to your liking or to match your company branding:

I've also added the form to our corporate portal by simply embedding it on the page. You can do the same using the ready-made code snippet.

Get started with free forms for Airtable

Try out Plumsail Forms for Airtable! It offers a free plan, so you can test it thoroughly and decide if it's the best approach for collecting signatures in Airtable. (I think it is!)

Sign up for Plumsail Forms today and have fun!