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Document Template is a good tool to start replacing Docugen but there are key features that are missing to improve its performance. Currently it has a very basic text function that does not give a lot of freedom to create better looking documents.
For instance, once you make a field in Document Template you can no longer remove that field, meaning if you make small mistakes you are stuck with a lot of extra fields.
The text capabilities is also very minimum and lacking for any basic documents created with this tool, I work for a corporate mid size company, our letters need to look professional and thats hard to do with limited fonts and abilities to make indentations like you can on word (Cant show the whole example) I would like to see way more tools so that letters being sent out can look nice. You cant put multiple text on one line for instance to the right and left, same with images needs to be all on separate lines.
We also lost the ability to have signers use the approve or decline button, for some reason you can only have them sign the document, before this wasnt and issue.
When you use the letter as the owner of the letter, you are able to look at a side by side comparison of the textbox's you are imputing on the left and the letter on the right, however for some reason when you share the letter (IE Put it in a shared folders for others to use) they do not have this ability and it shows on two different screens. Like shown below :
There is also a naming issue where you need to download the zip, rename the downloaded file on docusign, then upload the new one because it pulls the file name from the json file not the zip file - hence me trying to name it potato and still getting an error - you should have the option to name the new upload to avoid this whole mess
The more I look the more bugs/issues I find, there needs to be a lot of improvement to this features capabilities, I understand its a new product and I am sure more is to come but here are just common issues I found.
