Hi @2026WC,

Welcome to the Docusign Community!

We are glad to have you here and can't wait to help share as much knowledge as possible.

I understand you are looking for the steps on how to create a template with text boxes, formulas and check boxes, and I will provide more details on how to set this up. To help our customers automate recurring tasks, DocuSign eSignature offers the option to create templates of your most used documents and forms. Any user with Template permissions will be able to create templates. You can find detailed instructions on how to create one here: 

To create a template

If you don’t see Templates in your menu tab, you’ll have to contact the DocuSign Admin at your company and ask that your User Profile be updated. If you don’t know who your admin is, please contact your IT department or your Help Desk.

Once you have started a new template, and added your recipients and documents, you will have the option to add these fields during the Add fields step of the template creation process.

Feel free to let us know if you need further assistance with this. 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

Hi @2026WC,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

No, I have not continued using DocuSign to create invoices and make calculations.

I have decided to use Anchor instead.

I found it very complicated without videos, to show how to do it. It was not self-explanatory.

Sadly, It was not intuitive without much time for study, trial and error.

Hi @2026WC,

Thank you for following up.

I am glad to see that you were able to find a compatible solution with your use case, I see that the Anchor billing management app does seem like a good way to automate your invoice generation and data management. Even though we would love to keep doing business with you, it is understandable for you to pick the option that best suits your needs. Nevertheless, I do see that Anchor doesn’t offer the option of signing your documents electronically. Please don’t hesitate in reinstating your subscription if you find the need to fulfill this task.

Within DocuSing eSignature you can upload your document, add your recipients and their respective fields (text boxes, check boxes, formulas, signatures, initials etc...) in the document. If you have also created an envelope in the past that follows your invoices format, you can save it as a template that can be applied to new versions of the original document. More details on how to use these features can be found, here:

How do I send a Docusign document?

To create a template

Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible. 

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!