Hi @Alejandro.Ramos
Thanks, that’s what I’ve begun to do, however it’s unfortunately an extremely laborious and time consuming process, and one which entirely negates any usefulness of paying for the eSignature Realtors Plan. Unless I’m missing something, the VAR Form Library only allows you to “use” their existing template forms, not make any corrections, copies, or modifications, and there is also no option to “apply” the VAR form templates to an uploaded matching form. So, I’m having to completely recreate every single template under Real Estate forms entirely from scratch, rendering paying for a Realtor plan completely valueless.
This is particularly frustrating because, in addition to the restrictive and anti-collaborative nature of the Transactions section, we discovered shortly after I posted this question that the VAR templates contain multiple errors anyway, which we unfortunately only realized after sending out multiple contracts with repeated errors that we are restricted from correcting [signatures in the wrong place, misaligned text boxes, etc]. This has ultimately forced us to switch back to our old signing program while I take on the task of manually creating our own templates line by line for dozens of contract forms, which is exactly what we were trying to avoid by paying for a Realtors plan. As you can imagine - this is very disappointing and not at all the kind of experience we expected to have with Docusign.
I spoke to a few different people in sales and in tech support a couple of weeks back, who said that there was no way to accomplish what we need (which at the time was only to collaborate access under the Transactions section) without upgrading to a plan intended for huge businesses (which I was not provided any other info about, but would presumably not come with the VAR forms included with the Realtors plan), not 2 individuals intending to collaborate on simple real estate transactions. Perhaps/hopefully you have a different suggestion, but the general consensus at the time seemed to be that we were just SOL.
Overall…. I’m a bit flabbergasted at the quality of the eSignature Realtors product, and especially that DocuSign is willing to publish faulty legal contract forms at all. I’ve used (and enjoyed using) DocuSign for the better part of a decade, but this is not even close to the par experience I’ve come to anticipate from DocuSign…
Apologies if my reply feels curmudgeonly! If I’m missing something, or should try something else, let me know.
Thanks for your help.
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