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Forum|Forum|1 year ago
August 21, 2025
5 replies
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I 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:-

Quote
Credit Application Form

Can you please advise best way to do this?

Thanks

Best answer by JohnSantos

@Byworth2025

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.

JohnSantos

Answer

Guru

@Byworth2025

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.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

B

Byworth2025

Author

New Voice

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?

JohnSantos

Guru

@Byworth2025

When you are in the template area, you should have the option to upload a document.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

B

Byworth2025

Author

New Voice

Many thanks - I have found this

M

Melanie.Panguito

Docusign Employee

Hi @Byworth2025,

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