We use DocuSign for processing B2B credit applications. A common scenario we encounter is that an administrator at a customer’s company fills out the credit application form (sent via a Powerform linked to our credit application template), but afterward, they need to send it to an executive for signature.

Much to their frustration, they discover that they cannot delegate the envelope to someone else once the form has been filled out. This limitation creates friction in our workflow and causes confusion for our customers.

Having the ability to delegate an envelope after the form is completed would be a significant improvement for our business use case.