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April 17, 2024
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How to Link DocuSign to PowerPoint?

  • April 17, 2024
  • 2 replies
  • 525 views

How do I take a DocuSign template for a sales contract and turn it into a link that I can embed into a PowerPoint presentation? I would like to be able to present to a customer using a PPT and then have the last page link to an e-contract that the customer can sign right then and there.

Best answer by Michael.Rave

@Capt. Feeny 

The functionality you are looking for is called Docusign PowerForm, which allows you to create a public link from a template. You can embed that link into your PowerPoint presentation to have the customer sign it. 

Or you could leverage the In Person Signing functionality to create and send the envelope to yourself, hosting the in person signing session and having them sign. 

2 replies

Michael.Rave
Docusign Employee
Docusign Employee
April 17, 2024

@Capt. Feeny 

The functionality you are looking for is called Docusign PowerForm, which allows you to create a public link from a template. You can embed that link into your PowerPoint presentation to have the customer sign it. 

Or you could leverage the In Person Signing functionality to create and send the envelope to yourself, hosting the in person signing session and having them sign. 

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
Docusign Employee
May 1, 2024

Hi @Capt. Feeny,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, 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.