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Participant Form Management Solution

Overview


Business Systems (ERP, CRM & POS)
North Carolina, United StatesPosted: October 3, 2026Deadline: October 30, 2026

Settle Signals


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SUMMARY


The organization seeks a secure, centralized, and mobile-friendly platform for end-to-end participant form management, including electronic signatures, workflow automation, status tracking, retention, and reporting.

DESCRIPTION


The issuing organization is seeking a participant form management solution that provides a centralized, secure, accessible, and mobile-friendly platform for managing participant forms throughout the service delivery lifecycle.

The solution should support form creation, assignment, distribution, completion, electronic signatures, review, confirmation or approval, status tracking, retention, and reporting. It should also automate form assignments based on activities, households, participants, or other requirements, while providing real-time visibility into completion status.

The platform must support applicable records retention, accessibility, language, privacy, and electronic signature requirements. All questions must be submitted no later than October 12, 2026, and proposals are due October 30, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due October 30, 2026.
Who is a good fit for this opportunity?
  • Software companies specializing in secure form and document workflow management
  • Providers with experience supporting electronic signatures, automated assignments, approvals, and reporting
  • Vendors capable of meeting accessibility, privacy, language, and records retention requirements
  • Companies with demonstrated experience delivering mobile-friendly platforms for participant or service-program management

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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