I am sending out a PDF with some fillable fields, including the name and title of the person signing. How can I request an esignature and let the recipient fill in their name/title when they are signing?
Hi,
Thank you for reaching out here in the DocuSign Community.
I understand that you are looking to share an existing template with your signers and allow them to add their name and title during the signing session, I will gladly walk you through the available options to accomplish your goal.
For this scenario, I would suggest you look into our PowerForms feature. 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:
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.
Compare eSignature plans & pricing
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
Best regards,
Alejandro R. | DocuSign Community Moderator
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