Supercharge Your DocuSign PowerForms

Here’s a problem our customers face often. They buy DocuSign and know they can use it to streamline their document-based processes, like a self-storage occupancy agreement. But, they’re not getting much use of it since it means teaching their staff to learn a whole new tool, with its own interface, lingo, and process quirks, namely DocuSign.

Most customers prefer to have a simple HTML form on their Intranet, already used by their staff, to collect name, email and some relevant info about a customer, have it populate in a DocuSign form and send it out for signing. And they want it to seem as though it’s coming from their staff, not just some random “System” name.

So, how do you get the value of your dollars spent on DocuSign AND ensure your customers get emails from their trusted reps, all while reducing or even eliminating any training material or time?

You work around what DocuSign provides!

We like using DocuSign PowerForms for these scenarios, but not just in the way DocuSign designed it. DocuSign PowerForms are web addresses that you can generate to associate with a Template you’ve created. The “Power” in PowerForms is the ability to use a standard web form to collect data and then send it to DocuSign via the web address to populate that form and send it out for signing. There’s no need for anyone to log into DocuSign to send out the form or to do a double entry of the data in your CRM / Intranet, then DocuSign.

So, what’s the catch?

PowerForms are associated with a single “Owner”. That means, the emails sent to your customers will always seem to come from the same person. May be that works for you, but for most of our customers, they want to not only have the email appear to come from their staff, they also want that person notified once the documents are all signed.

How do you get around this?

Well, you can write a fully custom integration and have your solution-cost jump by at least 10 to 100 times!

I assume you don’t like that idea.

Assuming you have a handful of Templates (different types of forms) that don’t change very often, and that you have a manageable number of staff for whom you’ve paid to use DocuSign, you can create the same form as a Template and PowerForm owned by each of your staff members as a user in DocuSign.

That means each of the PowerForms has a separate web address and, based on who has logged into your Intranet, the page can decide which PowerForm to pass the data into. In other words, you can setup a simple Intranet web page where your staff already logs in, where they’ll enter the data for each customer, may be even have it populate your backend database or CRM, then pass it into each rep’s custom web address (DocuSign form) to send out for signing.

This adds a bit of logic and very light programming on your Intranet, but you’re likely already tracking that information there and now just have to pass it into DocuSign.

All of this, without a single view of DocuSign Sending web app…and without expending any training time or dollars.

That’s it.

If you want to learn more about the details of how to do this, hit up one of our staff to give you the full breakdown!

Happy automating!

About the Author

Arash Sayadi is the Founder and Managing Director of ValTeo, LLC. He has extensive experience with developing company digital strategy, program and project management, as well as process automation solution for clients in Nonprofit Political Reform, Financial Services, Banking, Legal and Real Estate industries, among others. You can read more about him here.

Tell Us About Your Project