Question

Invoice template for DocuSign Webform?


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Dear colleagues,

 

Maybe someone has experience or already made a DocuSign template of a Web Form for invoice? 

Can DocuSign be used for creation of invoices by counterparties (we have some requirements in terms of naming of projects/deliverables) and their signature?

 

Maybe thanks in advance.


2 replies

Userlevel 3
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Hi @Bohdan Tretiakov,

 

Welcome to the Docusign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I understand that you are looking to implement a Web Form to capture data that will be used in an envelope, and I will share more details on the topic.

 

In order to capture data that will be later used in an envelope, you will need to start your Web Form based on an existing template for the invoice that will be signed in the envelope.

 

You can start the process in Templates>Start>Web Forms. Next, you will pick the template to use for your Web Form, you can use an existing template or one from the DocuSign Template Library.

 

For detailed steps on this process, see:

 

Build a New Web Form

 

Docusign Web Forms Template Library

 

Create Interactive Fillable Forms for E-Signature with Web Forms

 

Note: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some options discussed in this help topic.  

 

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

 

Compare eSignature plans & pricing  

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

 

Best regards,

 

Alejandro R. | Docusign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

Userlevel 3
Badge +11

Hi @Bohdan Tretiakov,

 

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? 

 

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,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

 

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