Converting applications into contracts

2 replies
88 views
Translate All

A customer fills out an application. Once that application is approved, we use that information to fill out a contract.

Is there a way to populate the contract with the relevant information from the application?

eSignature

Justin JiangAnswer

Established Contributor

Hello!

I hope you are doing well. Are you using CLM? The customer can fill out a DocuSign power form and that can be integrated to a DocuSign CLM workflow and populate the contract with merge tags.

If there are any questions, please do not hesitate to reach out.

Very Respectfully,
Justin Jiang

Welcome to the DocuSign Community and University! Your feedback is immensely appreciated. If this answer resolves your issue, please feel free to give it a Like and mark it as the "Best Answer". This helps others in the community find the information they need. Visit us at http://dsucustomers.docusign.com for more resources and support.

Justin Jiang

Answer

Established Contributor

Hello!

I hope you are doing well. Are you using CLM? The customer can fill out a DocuSign power form and that can be integrated to a DocuSign CLM workflow and populate the contract with merge tags.

If there are any questions, please do not hesitate to reach out.

Very Respectfully,
Justin Jiang

Translate

Welcome to the DocuSign Community and University! Your feedback is immensely appreciated. If this answer resolves your issue, please feel free to give it a Like and mark it as the "Best Answer". This helps others in the community find the information they need. Visit us at http://dsucustomers.docusign.com for more resources and support.

N

nathaly.monge

Docusign Employee

Hello @midgorden ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Translate

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.