Cannot use pre-fill fields with docusign formula to calculate total for a client

Question

Hello! I am working for a client who has contracts with many different services, each with a price set separately for each client. For example, one client can have service A for $100, while another client can have service A for $500. My idea was to create pre-fill fields that would prevent sending a contract without filled prices for each service. After sending, the client would tick check boxes for the services they want, and a final price would be calculated based on the selected services. However, I realized that pre-fill fields (which I want to use to set prices for services before sending) do not work with formulas. Is there any way to get around this issue? Has anyone had the same problem? Many thanks!

Christopher.Alpizar · Answer

Hello @fillipmichalsky,Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention,I understand you want to use Pre-fill fields in a formula.I apologize for any inconvenience this might cause you, you are correct, Pre-fill fields do not work with formula fields, however, any feedback that can improve our users’ experience is always more than welcome.We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.A potential workaround would be to add the sender as a recipient, set a signing order, and assign the fields for the pricing to the first recipient(sender) so they can complete the information.Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.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.

Cannot use pre-fill fields with docusign formula to calculate total for a client

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