+1I have created a Template “Customer Credit Application Form” that requires filling in and signing, I also want attach a “read only” quote
So with every envelope i want to send:-
Can you please advise best way to do this?
Thanks
Best answer by JohnSantos
To include a read-only quote with your Customer Credit Application Form in every envelope, your best option is to upload the quote as a second document in your DocuSign template without assigning any fields; this makes it view-only.
+21
To include a read-only quote with your Customer Credit Application Form in every envelope, your best option is to upload the quote as a second document in your DocuSign template without assigning any fields; this makes it view-only.
+1
Thanks for your advice
How do you add the quote when I create a envelope from a template
Is there an option to add the quote at this stage?
+21
When you are in the template area, you should have the option to upload a document.
Hi
How are you? We’d like to know if the suggested solution was helpful. If yes, can you please mark it as "Best Answer ✅" to mark it resolved and assist other community members in finding trusted answers. Thank you!
Let us know if you need further assistance. Here if you need us!
Sincerely,
Melanie | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
