prompting form post purchase

seconndivers — Thu, 27 Nov 2025 21:16:28 GMT

We have a membership option in our store with a link to a fillable pdf. I am hoping to create an automation that once this product is purchased they are emailed a form to fill out and electronically sign/submit. Is there a way to do this in square or do I need an add on like Jotform or Paperform?

Cheers

Re: prompting form post purchase

Summer2024 — Fri, 28 Nov 2025 17:44:57 GMT

Hi, @seconndivers ! Welcome to the Square Community!

Here’s a breakdown of what Square can and can’t do right now — and when you might need an add-on (or workaround) to get what you want.

What you can do already with Square: digital forms & contracts

Square supports digital forms / agreements (called Square Contracts) that you can create and send to customers. These allow for electronic signing.
If you use Square Appointments (Plus or Premium) and your customer books a service, you can set it up so a “contract / form” is automatically sent to them after booking. That helps capture waivers, intake info, or forms needing signatures.

However: these automated forms are tied to appointments,not purchases of “products.”

What Square currently does not support

There’s no built-in feature in Square that automatically emails a fillable PDF after a product purchase.
The “automation on purchase → send form” workflow only works for services/appointments (via Square Contracts), not standard online store purchases/items

So if your “membership option” is set up as a product, Square won’t trigger a contract or form automatically when someone buys it, at least with built-in Square tools.

What you can do instead,using add-ons or manual workarounds

Use a 3rd-party form tool like Jotform, Paperform, or similar. After purchase you can manually send them a link to the form to fill out and sign. Many sellers do this when using Square + extra paperwork for memberships/services
If you use appointments instead of a “product,” switch your membership offer to a “service.” Then enable Square Contracts to auto-send a form when that “service” is booked.
Alternatively, after a product sale, manually send the form (via email) using Square Messages or your own email, though this is manual, it works reliably.

I hope this provides some clarity!

thread prompting form post purchase in Online Store

prompting form post purchase

Re: prompting form post purchase