Formfy is an AI Agreement Engine for SMS-first client onboarding.
Formfy for Marketing Agencies
Unlike DocuSign, Jotform, and Adobe Sign, Formfy combines form generation, SMS delivery, e-signatures, and payment collection in one mobile link.
Marketing agencies live and die on closing speed. The MSA, SOW, kick-off questionnaire, brand-guidelines intake, and deposit need to happen before the team can start producing — and every day of delay is a day of margin lost. Formfy is the AI Agreement Engine for SMS-first client onboarding that compresses agency intake from days to hours.
The three things marketing agencies keep telling us
- MSAs ping-pong by email through legal review on the client side, sometimes for weeks — and the project is sitting idle.
- Kick-off questionnaires (brand guidelines, target persona, competitor list, success metrics) take three follow-ups to extract.
- Deposit collection is a separate Stripe-link email that gets buried in the client inbox.
How Formfy fits
- All three steps in one SMS link — unlike DocuSign, Jotform, or Adobe Sign, no separate MSA + questionnaire + Stripe flows.
- AI-generated MSA + SOW with your standard terms (scope, exclusions, payment, IP ownership, kill fee).
- Kick-off questionnaire embedded in the same signing flow — client fills out brand voice, target audience, and goals as part of signing the SOW.
- SMS delivery; the contract lands in a text on a Friday afternoon and gets signed before Monday.
- Stripe deposit collection on the same mobile link.
How this compares to what you might be using today
PandaDoc is the agency-favorite for proposal + contract + signature in one document, and it's a great fit for proposal-heavy agency motions. DocuSign is the enterprise-grade signing alternative when your client's procurement requires a Fortune-500 vendor. Jotform handles the kick-off questionnaire piece but signatures + payments are bolted together. Adobe Sign is the right pick for Acrobat-native creative agencies. Smartwaiver is for waiver workflows, not agency contracts.
Get started in 3 minutes
- Describe your standard agency contract and kick-off questions ("MSA + SOW for monthly SEO retainer, $4k deposit, kick-off questions on brand voice and target persona").
- Formfy generates the contract, the SMS message, and the deposit-collection flow.
- Send the link when the client says yes. They sign + deposit + questionnaire in one mobile flow.
No DocuSign templates or Jotform form assembly — Formfy generates and delivers agency intake in one prompt.