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I work for a fence company and we are trying to simplify our procedure by using docusign for our contracts. There are 4 main documents that we need with every contract and there are some cases that require a 5th or 6th document, if not more. But even in the case of the 4 main documents scenario, 3 of the 4 pages for each project would be fairly unique to some degree. What I am hoping is possible is that I can create a template for each document and set it up with text fields and drop boxes, etc. as needed. I would then add what I need for a specific project to an envelope, send them to the salesman as the first recipient so that he/she can put in the appropriate information and check the appropriate boxes, etc. and then send them to the customer for signatures. Is this possible?
Adding multiple templates to one envelope
+2- Newcomer
- 3 replies
Best answer by JohnSantos
Yes, you can absolutely create a workflow in DocuSign where each main document is templated, then merged into a single envelope for a specific project. The first recipient (Salesperson) fills in project details, and then the envelope goes on to the second recipient (Customer) for signatures. This approach will streamline your contract process and ensure consistent information collection across all projects.
+18- Valued Contributor
- 971 replies
- Answer
Yes, you can absolutely create a workflow in DocuSign where each main document is templated, then merged into a single envelope for a specific project. The first recipient (Salesperson) fills in project details, and then the envelope goes on to the second recipient (Customer) for signatures. This approach will streamline your contract process and ensure consistent information collection across all projects.
+2- Newcomer
- 3 replies
Thank you for the response. I should have worded my post differently and asked “how is this done” (not just “can this be done”). I tried to accomplish this task and obviously failed but I took another crack at it this morning and succeeded. For others looking for this answer - use the first page of the contract as a template and then click ADVANCED EDIT in the bottom right hand corner to add additional templates. So easy a caveman like me can eventually figure it out… 😀
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