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Power forms

Forum|Forum|2 years ago
May 15, 2024
5 replies
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I have created all my power forms but unfortunately each one of my clients has to fill four or five power forms out. So that means that’s four or five envelopes per client which gets pricey. Is there a way to combine several form links into one envelope?

eSignature

Best answer by JohnSantos

@Suz - You can have one PowerForm pointing to the template that includes all the documents for the same client. Is there a reason why these PowerForms are different?

JohnSantos

Answer

Guru

@Suz - You can have one PowerForm pointing to the template that includes all the documents for the same client. Is there a reason why these PowerForms are different?

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

S

Suz

Author

New Voice

I had no idea you could do this. I’ve been posting the powerform links on my site and the client clicks each one and fills them out and signs. The forms are not the same for every client. Any suggestions?

JohnSantos

Guru

@Suz - What changes between the forms and clients? Are there clients that need to fill out more forms but the forms are the same?

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

S

Suz

Author

New Voice

I sent you a direct message as well. For example (all real estate forms) a seller on septic versu one on public water would need a septic form. A seller that has never lived in a house would need a different disclosure form than someone who lives in the house. A house built before 1978 would need a lead based paint form. etc

A

Alejandro.Ramos

Docusign Employee

Hi @Suz,

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Alejandro R. | Docusign Community Moderator

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