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Yesterday I purchased a docusign Business Pro subscription for its advertised ability to create PowerForms. In spite of updating a properly prepared template and having (I had to add this…???) PowerForm Administrator permissions, I do not see a link to create a PowerForm from my template. Please advise as to why this is occurring.
Solved
No Template option to create a PowerForm
+1- New Voice
Best answer by Vinicius.Rodrigues
Thanks for your reply. I am the subscriber and sole DA Admin profile account holder. On the Agreements screen, I do not have the link path you describe above. Instead, I have a “Start Now” button at upper left, which when clicked, triggers the envelope creation routine.
I also have a “PowerForms” link in the left navigation column at bottom left, which when clicked, triggers a looping (e.g., continuous and unending) “Loading...” animation.
The Account Profile information I previously entered is now mysteriously missing. My Business Pro subscription is supposed to give me access to the PowerForms module, and that’s why I subscribed...to test and use that functionality. Without that capability, I see little reason to continue my monthly subscription or upgrade it to an annual plan.
As an IT professional, I’m very surprised to be experiencing this type of issue...only two days since subscribing to docusign’s service! After scouring their Help files I can find no resolution that addresses this issue. Yesterday I was unable to open a trouble ticket (e.g., support Case). Today it seems that I now can do so. Let’s see what transpires moving forward.
I'm sorry you're facing this situation. I believe there must have been some provisioning error in your account or user, since it even shows Powerforms, but it's not full enabled for you. The support team can check the logs internally in the system, which I unfortunately don't have access to.
I would just like you to do a quick check to see if your current plan is really Business Pro. To do this, go to: Admin > Plan and Billing > Plan Info.
+18- Docusign Employee
Hi
If you have a DS Admin profile linked to your user, you don't actually need to add extra Powerform creation powers - this is only necessary if you are a DS Sender.
Try to check if the option to create Powerforms via Agreements > Start > Create PowerForm is available to you!
Please, let me know if I was able to help you with this question. If so, could you please select click on the "Select as Best" option? Thank you!
+1- New Voice
Thanks for your reply. I am the subscriber and sole DA Admin profile account holder. On the Agreements screen, I do not have the link path you describe above. Instead, I have a “Start Now” button at upper left, which when clicked, triggers the envelope creation routine.
I also have a “PowerForms” link in the left navigation column at bottom left, which when clicked, triggers a looping (e.g., continuous and unending) “Loading...” animation.
The Account Profile information I previously entered is now mysteriously missing. My Business Pro subscription is supposed to give me access to the PowerForms module, and that’s why I subscribed...to test and use that functionality. Without that capability, I see little reason to continue my monthly subscription or upgrade it to an annual plan.
As an IT professional, I’m very surprised to be experiencing this type of issue...only two days since subscribing to docusign’s service! After scouring their Help files I can find no resolution that addresses this issue. Yesterday I was unable to open a trouble ticket (e.g., support Case). Today it seems that I now can do so. Let’s see what transpires moving forward.
+18- Docusign Employee
- Answer
Thanks for your reply. I am the subscriber and sole DA Admin profile account holder. On the Agreements screen, I do not have the link path you describe above. Instead, I have a “Start Now” button at upper left, which when clicked, triggers the envelope creation routine.
I also have a “PowerForms” link in the left navigation column at bottom left, which when clicked, triggers a looping (e.g., continuous and unending) “Loading...” animation.
The Account Profile information I previously entered is now mysteriously missing. My Business Pro subscription is supposed to give me access to the PowerForms module, and that’s why I subscribed...to test and use that functionality. Without that capability, I see little reason to continue my monthly subscription or upgrade it to an annual plan.
As an IT professional, I’m very surprised to be experiencing this type of issue...only two days since subscribing to docusign’s service! After scouring their Help files I can find no resolution that addresses this issue. Yesterday I was unable to open a trouble ticket (e.g., support Case). Today it seems that I now can do so. Let’s see what transpires moving forward.
I'm sorry you're facing this situation. I believe there must have been some provisioning error in your account or user, since it even shows Powerforms, but it's not full enabled for you. The support team can check the logs internally in the system, which I unfortunately don't have access to.
I would just like you to do a quick check to see if your current plan is really Business Pro. To do this, go to: Admin > Plan and Billing > Plan Info.
- Community Moderator
Hello
I hope you’re doing well. Thank you for reaching out to the Docusign Community! I appreciate you bringing your question to this Community. Rest assured that I will do my best to help you.
When navigating from your Templates, there is a dropdown menu when you click the three dots. From here, there is also an option to create a power form. You may check if the option is visible and if you can create a Power Form from there.
Should you require any additional assistance, feel free to reach out. Thank you!
Best regards,
Jenny | Docusign Community Moderator
If this helped, hit "Best Answer" so others can find it too!
+1- New Voice
To Vinicius Rodrigues: Yes, I do have a Business Pro subscription.
To Jenny Martin: When navigating my Templates, I do have a dropdown menu I click the three dots. However, it does not include an option to create a power form. Something’s NOT right here!
- Community Moderator
Hello
Thank you for your reply.
You mentioned that you have already submitted a support case. Can you please send me a private message and provide the case number so I can follow up with support?
Best regards,
Jenny | Docusign Community Moderator
- Community Moderator
Hello
I hope you are doing well. I want 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,
Jenny | Docusign Community Moderator
- Community Moderator
Hello
I hope you’re doing well.
I have received your message and followed up on the case with our support team, they will follow up with you shortly.
Best regards,
Jenny | Docusign Community Moderator
+1- New Voice
I spoke to a support representative yesterday “Akllila Bhany” and he “escalated” my case in the middle of our Zoom call. Another person whom identified himself as “Rama” (I believe) then joined the call. After some time viewing my shared screen and without offering any resolution, he stated that he would call me back in @one hour. I never received a call back. So...still no resolution to my issues...and still VERY frustrated at the lack of effective customer service.
+1- Conversation Starter
If I could get a reply for this same issue. It is time sensitive. I also am unable to get a refund for a wasted purchase.
- Community Moderator
Hello
Thanks for reaching out to the Docusign Community.
To confirm, when you go to your templates and click the dropdown, there is no “Create Powerform” option?
Please submit a support case so Docusign support can review your account and assist you with the refund process. You can open a support case directly here: Open a Support Case
Best regards,
Jenny | Docusign Community Moderator
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