Service Agreement Template

Hello! I am very new to DocuSign, and have successfully created my first template for a very simple release form. I am currently working on a more complex form (our primary use for DocuSign). This is a multi-page document; page one is very simple customer data such as name, address, account number, contract effective date etc.

The second page that outlines the actual service specs is where I am struggling. Previously the document was set up as a fillable PDF document with drop downs & radio buttons to make selections, input quantity, dollar amount/rates, and auto sum the rates etc.

Hoping to be able to set the document up as close to how it was in Acrobat, additionally, is there a way to lock fields from being moved by the team member pre-filling the document prior to sending to the customer?

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Hello @BCrary38 ,

Thank you for reaching out to the Docusign Community.

What is your current routing order for the template? Does the sender only edit the information before sending the envelope? Do they need to add or remove fields? Do they need to sign the envelope?

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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.

Thank you @Christopher.Alpizar.

The sender would edit the information (such as services and rates) along with basic customer information, the customer information section would have the option for the recipient to edit any errors in the date. The sender would not need to add or remove any fields, but would be required to sign the envelope.

We are on the Business Pro plan.

Hopefully this gives you the information you’re looking for.

Thank you for the reply! :)

Hello @BCrary38,

Thank you for reaching back.

I apologize for any inconvenience this might cause you. Is it feasible for you to make the sender edit the information during the signing session instead of editing it during the sending session?

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.

Hi @BCrary38,

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,

Christopher | Docusign Community Moderator

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

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