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New user with a template question

Forum|Forum|2 years ago
July 11, 2024
6 replies
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New user with a quick question on a template. I created a template with a customer section at the top for them to fill in and signature area at the bottom. The template is a contract used annually by 200-250 clients. There is a middle section where we need to enter price, deposit amount and terms different for each customer. Can this modification happen within docusign so the remainder of the template does not change? If I modify every contract in say word then re-import I will have to reenter all of my fillable fields. Thanks for any help.

Best answer by Christopher.Alpizar

Hello @gebada22,

Thank you for reaching back, yes you can use a text field or a number field depending on what type of information you will need to add to the document before sending it.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Christopher.Alpizar

Docusign Employee

Hello @gebada22,

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand you have some questions about using templates.

Is this middle section that you are referring to, the same format and the same page length? Even though the information is different will the format change?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

G

gebada22

Author

New Voice

Christopher,

Thanks for the reply. The format will be the same and the page length. I think I can make the text fields read only and allow me then to enter the price information in the template prior to sending.

Thanks. Greg

C

Christopher.Alpizar

Answer

Docusign Employee

Hello @gebada22,

Thank you for reaching back, yes you can use a text field or a number field depending on what type of information you will need to add to the document before sending it.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C

Christopher.Alpizar

Docusign Employee

Hi @gebada22,

I hope you are doing well.

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

G

gebada22

Author

New Voice

I am all set. Thank you for following up. Greg

C

Christopher.Alpizar

Docusign Employee

Hi @gebada22,

I hope you are doing well, I’m glad to hear that.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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