Getting started
Understand the connected job record, bring your current documents, and see the recommended setup sequence.
Explore the productFormEsque support
Get clear help with your FormEsque workflow.
Find guidance for the step you are working on or send a support request to the FormEsque team. We will help you move forward and show you how to share details safely.
Choose the shortest path
Start with the part of the workflow you are using.
These paths take you to the most relevant public guidance. If the issue is specific to your account or job, send a support request below.
Proposals and documents
Review how drafts, revisions, line items, customer responses, and approved source documents work together.
See the workflowSignatures and decisions
Learn what customers see when they accept, request changes, decline, or complete a documented signature.
View signature detailsInvoices and payment records
See how approved work becomes an invoice and why required deposits remain separate from payments received.
Try the guided demoCompany and team access
Get help with company setup, authorized workspaces, member roles, and the account used to access a business.
Send an access questionSecurity and privacy
Review the current security posture, data handling disclosures, retention approach, and incident process.
Visit the trust centerFrequently asked questions
Clear answers before you wait for a reply.
These answers describe the current product and public workflow, including what is not live yet.
Can I bring the documents my company already uses?
Yes. Bring a safe proposal, agreement, estimate, invoice, or related source file to a guided review. Uploading stores private reference material; it does not automatically render, convert, or map the document. Only a supported, configured, and validated workflow is activated.
Does a customer need a FormEsque account to review a proposal?
The customer proposal review experience is built around a private, record-scoped link and does not require the customer to enter the staff workspace. They only see the specific review or invoice experience sent to them.
What should I include in a support request?
Include the screen or workflow, what you expected, what happened instead, and any non-sensitive reference number shown by the application. Do not send passwords, private signing links, payment details, or confidential customer documents through this form.
Can support recover a deleted signed record?
Signed legal records are intended to be preserved with their signature and audit history. Normal application behavior should archive rather than permanently erase them. If something appears missing, stop making changes to that job and send the job reference and visible status through the support form.
Does FormEsque collect online customer payments today?
Online customer checkout is rolling out to approved Standard + Payments workspaces. Every workspace can continue recording confirmed payments manually.
Where should I report a security concern?
Choose Trust and security in the support form and provide a concise description without including exploitable secrets or customer data. The security page also explains the current controls and incident process.
Account-specific help
Send a clear support request.
Use the work email associated with your company when possible. We will use the details only to understand and respond to this request.
Access issue?
Name the company or workspace, but do not include passwords or authentication codes.
Workflow issue?
Tell us whether it involves a proposal, customer decision, signature, invoice, or payment record.
Payment concern?
Include only the non-sensitive invoice reference and visible status. Never include bank or card information.
Contact FormEsque
What can we help you solve?
Complete every required field so the team can route the request correctly. If delivery is unavailable, the form will tell you instead of falsely reporting success. Check service status and try again later.