Editable Template in Docusign

Question

Hello,

We are sending contracts out to various vendors, but each agreement can vary slightly. For example, one may be net 30, one may be net 45, or one agreement could have a line crossed out.

With that said, we are adding a wide variety of drop downs for the vendor to complete, and adding each box to each agreement is time consuming.

Is there a way to create a template with the same text boxes to fill out, and then make the slight edits to the actual agreement within Docusign?

Thanks

hocks103 · Accepted Answer

Hello,We are sending contracts out to various vendors, but each agreement can vary slightly. For example, one may be net 30, one may be net 45, or one agreement could have a line crossed out.With that said, we are adding a wide variety of drop downs for the vendor to complete, and adding each box to each agreement is time consuming.Is there a way to create a template with the same text boxes to fill out, and then make the slight edits to the actual agreement within Docusign?Thanks

Edsco1978 · Answer

Hi Hocks103Did you get an answer to your query? I am in the same boat and would like to know if you were able to get around this problem.

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