Need Help with Dynamic Signer Assignment for Multi-Company Workflow

Hello ​@SK 01,

Thanks for reaching out and welcome to the Docusign Community!

You can likely achieve this setup by using Conditional Routing in your template and then generating a PowerForm your employees can open from your website.

You can check the links below for more information on how this works.

👉 Conditional Routing and PowerForms

👉 How to Send using Conditional Routing

I hope this information helps. Should you require additional assistance, feel free to reach out!

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 Docusign Customer Support. 

Best Regards,

Jenny | Docusign Community Moderator

If this helped, like 👍and mark it as “Best Answer”

Thank you, this has been very helpful.

I have a quick follow-up question. Do you know which DocuSign plan is required to access the “Add Routing Group” feature? I have been using the DocuSign Developer account to demonstrate the benefits to my team, but that option does not appear to be available.

I would like to confirm which plan includes this feature so we can determine whether it fits within our budget.

Thanks again for your help.

Hello ​@SK 01,

Thank you for your follow‑up question. For Web plan, please note that the Conditional Routing feature is only supported as an add‑on to the IAM Professional plan. Since plan availability and pricing can vary, the best next step would be to reach out to our Sales team. They can provide detailed information based on your current account setup and help you determine which plan or add‑on will fit your needs and budget. You may contact them at 1 (877) 720‑2040. 👉 Connect with our sales team

Best Regards,

Jenny | Docusign Community Moderator

If this helped, like 👍and mark it as “Best Answer”

Hello ​@SK 01,

I hope you're doing well. I'm following up on the above solution provided. Could you please confirm whether it addressed your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

Regards,

Jenny | Docusign Community Moderator

If this helped, feel free to click "Best Answer"!