Skip to main content
New Voice
Nov 4, 2026 3:44 PM UTC
Idea Submitted

Add a Web Form-Style Intake Form for Envelope Templates and Dynamic Variables

Categories:eSignature

 

I would like the ability to add a simple sender-facing intake form to an envelope template, similar to DocuSign Web Forms.

When using the template, the sender could enter a few transaction-specific details, such as:

  • Requestor 
  • External/Internal Signer (Full Name)
  • External/Internal Signer (Email)
  • Document Title
  • Counterparty
  • Contract Value
  • Effective Date
  • Department/Project
  • Review Notes

Each response would become a variable that could automatically populate throughout the envelope, including the envelope name, email subject, custom messages, recipient information, and document fields.

For example:

Hi [InternalSigner.FirstName],
Please countersign [DocumentTitle] with [Counterparty]. Contract value is [ContractValue].
Legal notes: [ReviewNotes]

The goal is simple: enter the transaction information once and allow the template to reuse it wherever needed, rather than manually updating the same information in multiple places.