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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.
Solved
How to Link DocuSign to PowerPoint?
+1- Newcomer
Best answer by Michael.Rave
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.
+19- Docusign Employee
- Answer
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.
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