Hello,
In our business, we need to send the same form to individual customers. Given the fast paced nature of our job, we need to be able to send this as a link that opens the editable PDF form and the customers are able to submit the form capturing their email address as well. Is there a way to make this happen with DocuSign, instead of having to send the document via email to the customers?
Let me know if it needs more clarification.
Thank you in advance for your time and help!
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
With PowerForms, your business can generate on-demand, self-service documents for signature. You’ll be able to eliminate document preparation time (by using a pre-existing template), and easily pull collected data into your existing applications. A link can be generated that can be emailed, sent via SMS (on certain enterprise plans), or embedded into your website.
For more details on how to use PowerForms, please click on the link below: What is a PowerForm?
If you don’t have permission to create PowerForms, you should contact the DocuSign Admin at your company to see if it’s available.
Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
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Let me know if this helps. If you need a little more assistance, please provide more details about what’s going on.
Best regards,
Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
If you found my 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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