Web Form - need help

Hello ​@Maycio 

Thank you for reaching out, and a warm welcome to the Docusign Community! I understand navigating Docusign Web Forms can feel a bit overwhelming, so let me clarify the best approach for your use case.
There are two types of Web Forms:
1. Stand-alone Web Forms – independent forms used only for data collection, not tied to an eSignature template.
2. Web Forms imported from an eSignature Template – a combination of a form (for collecting data) and an envelope for signature.
The fields below are currently not supported with the Web Forms (standalone) form-filling experience, but can be used in the signing process (imported from an eSignature template).

• Signature Field
• Initial
• Stamp
• Date signed
• Name
• Email
• Company
• Title
• Payment
• Formula
• Drawing
• Currency and Number Field
• Note
• Approve
• Decline

For your use case, where you need to collect data, get documents signed, create an eSignature template and then import it into a Web Form, is indeed the recommended approach. Let me clarify this process for you:
First, you'll create an eSignature template in Docusign with the necessary fields, such as Signature and Date Signed. Next, you'll import this template into a Web Form and create a form that can collect Company Name, address, etc., using text fields or other supported fields. After activating the Webform, you will have a copy of the URL to share with your Sales Partner.
The signer's experience would be that, after they fill out the form, they will be routed to an envelope signing session for signature.
📌Heads up: Docusign University offers recorded webinars and 1-hour live instructor-led webinars where you can ask questions with a live instructor, free of charge.

• Web Forms for Docusign eSignature (Recorded)
• Schedule to join a Webinar with a live instructor 👉 Web Forms for Docusign eSignature

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

• Create your template.
  • Configure the envelope portion of the template.
    • Upload the documents into the template.
    • Click the “set signing order” box.  First recipient is the customer.  2nd recipient is whomever you want to sign at your company.  (this can be set to a signing group if you have multiple authorized people and any one of them has signing authority) 
    • Optionally add a third recipient who does not sign but instead “receives a copy”.
    • Set your custom fields email message document type and reminder days.
  • Configure the document portion of the template
    • Drag your fields on to the document and assign them to the recipients accordingly.
    • Tip: use the Date Signed field rather than letting/making the customer enter a date.
• Create your webform
  • Use your template as the base.

Hello ​@Maycio 

How are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"