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midgordenNewcomer
Newcomer
April 25, 2024
Solved

Converting applications into contracts

  • April 25, 2024
  • 2 replies
  • 76 views

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?

Best answer by Justin Jiang

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

 

2 replies

Justin Jiang
Established Contributor
Justin JiangEstablished ContributorAnswer
Established Contributor
April 25, 2024

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.
Docusign Employee
nathaly.mongeDocusign Employee
Docusign Employee
May 9, 2024

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!

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