Autopopulating Docusign contracts.

  • hayley
    Asked on June 12, 2024 at 11:45 AM

    hi! we are currently using docusign for our contracts. we are looking for a way to collect client information (via form) and have that information autopopulate into a contract. do you offer this?

  • Bilal JotForm Support
    Replied on June 12, 2024 at 11:55 AM

    Hi hayley, 

    Thanks for reaching out to Jotform Support. Currently, it is not possible to auto-populate Docusign contracts or Widgets using the form fields. Although you can directly add the Docusign widget in our forms and let the users fill it out in the form directly.

    Adding a DocuSign field to your form is easy. Let me show you how:

    1. Open your form in Form Builder, and click on the Add Form Element menu on the left side of the page.

    2. Under the Widgets tab, scroll down and add the DocuSign widget to your form.

    3. Authenticate your DocuSign account and customize the other options.

    4. Click on Update Widget and that’s it.

    Autopopulating Docusign contracts Screenshot 20

    If you want to connect Jotform and DocuSign via Zapier, check out this Setup Wizard.

    Give it a try and let us know if you need any help.

 
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