Enabling E-Signatures in Web Forms

Overview

The web form feature includes the ability to automatically generate one or more e-signature documents as soon as your client submits the form.

This allows you to capture all necessary client information and collect signed documents—such as a merchant processing application—all in one smooth transaction.

Once submitted, both the form data and signed document(s) are automatically saved to a new lead created in the CRM. 

Adding e-signature documents to a web form

To add an e-signature document to your web form, follow these steps:

1. Go to Manage → Web Forms and click the gear icon on the appropriate form to open the settings popup.
2. Enable E-Signature Flow, then select your preferred e-sign app.
3. Click Update to save your changes.
4. Back on the web forms table, click the pencil icon to open the Web Form Builder.
5. In the form, locate the email field you want to use for the primary signer. Click the field to open its properties, then:
   • Select E-Signature Signer Email
   • Choose the appropriate Contact Name field
6. Save your changes. 

👉 Important: The email template selected under Send Form Via Email Template in the web form settings must include the Application URL placeholder in the email body. For instructions on how to configure this, see E-Signature Email Template Setup below. 

Adding Multiple E-Sign Documents

You can add multiple e-signature documents to a web form. All selected documents are bundled into a single e-signature app for your client to complete.

To change the order of the documents, drag the reorder icon next to a document name to the desired position in the list.

The document listed first is treated as the primary e-signature document and determines the completed document settings.

Quick Access to Mappings

Use the shortcut icon next to each e-signature document to jump directly to the document’s mapping page. This is useful if you need to review or update field mappings between the CRM lead and the PDF.

What the Client Sees

Once a client submits the web form, they are redirected to the Adobe E-Sign page where they can review and sign the documents.

All e-signature documents generated from web forms are displayed in read-only mode—only signature fields are editable. This applies even if the original PDF includes editable fields.

If the client makes a mistake on the form, they can click the Back button, correct the form data, and re-submit the web form to regenerate the documents.

E-Signature Email Template Setup

To send e-signature links by email, use a template that includes the Application URL placeholder. To add the Application URL to your email template follow these steps:

1. Go to Manage → Email & SMS → Email Templates and open the email template in the editor.
2. Click Insert Field in the toolbar.
3. Select the Application URL placeholder.

💡Older templates may use the Echosigncode placeholder, but this only works for e-signature documents generated directly from a lead—not from a web form. We recommend replacing Echosigncode with Application URL so your template works for both use cases.

For more information on managing email templates, see our guide on Email Templates.

Set Up Conditional Logic to Append E-Sign Apps Dynamically

The web form allows you to dynamically append additional e-sign apps to the primary app(s) configured in the web form settings.

For example, if the merchant being boarded through the web form requires additional equipment, you can add an Order Equipment checkbox to the form, along with a corresponding Equipment Information section which is hidden by default.

You can then configure the form so that when the merchant selects the Order Equipment checkbox, two actions occur:

1. The Equipment Information section becomes visible.
2. An Equipment Order Form e-sign app is automatically appended to the primary app.

The steps below show how to configure the web form for this scenario.

• Open the web form builder for a form that has e-signature enabled.
• Add an Order Equipment checkbox field to the form.
• Add an Equipment Information section to capture details when equipment is required.
• Click Conditional Logic → Add Conditional Logic.
• In the IF section of the conditional logic, select the Order Equipment checkbox and set the value to Checked.
• In the THEN condition, select the Equipment Information section and set Action to Show.
• Then select the E-Sign Document widget and choose the Equipment Order Form e-sign app.
• After you save your changes, your setup should appear as shown in the screenshot below.

Configuring a web form for multiple signers

The e-signature document that generates after a client submits the Merchant Central web form can be sent to more than one signer if needed. This article walks you through setting up a web form for two merchant owners using the following steps:

1. Configure the PDF document for two signers
2. Change the Owner tab to a record set
3. Add a cloneable Owner section to the web form

After completing these steps, your clients will be able to submit a web form and generate an e-signature document for up to two owners.

1. Configure the PDF Document for Two Signers

To support multiple signers, each signer must have a designated signature and email field in the PDF, named using Adobe's e-signature conventions. You can edit the field names using Adobe Acrobat or other PDF editing software.

For the first owner, add two text fields and name them as follows:

• Signature field: signer1_es_:signer1:signature
• Email field: signer1_es_:signer1:email

Repeat the above for the second owner with the following names:

• Signature field: signer2_es_:signer2:signature
• Email field: signer2_es_:signer2:email

Here’s an example screenshot showing how the signature and email fields are set up for the two signers:

After updating the document, upload it back to the CRM. Your PDF is now configured for two signers.

See our guide on Adding Signature Fields for more detailed information.

💡If you need your client to sign the document on multiple pages, simply copy the first signature field that you added, and paste it on the other pages. 

2. Change the Owner Tab to a Record Set

If the Owner tab is already a record set, you can skip this step. Otherwise, follow these steps:

1. Go to Leads Manage Lead Fields
2. Locate the Owner tab and click Edit Tab
3. Change the tab type to Record Set
4. Click Save

This allows each owner's information to be saved in a separate record set on the lead page:

See our guide on Lead Record Sets for further guidance.

3. Add a Cloneable Owner Section to the Web Form

A cloneable section functions similarly to a lead record set. It includes a predefined set of fields and a button that allows signers to duplicate the section as needed.

To create a cloneable section in your web form follow these steps:

1. Open the web form builder
2. Drag a Section widget into the form and drag the appropriate fields from the lead panel onto the section. Important: You'll need to add at least one email field to the Owner section.
3. Click the section to open properties
4. Set Title to "Owner"
5. Enable Include Additional Sections Button
6. Set Button Text to "Add Owner"
7. Set Max Number of Additional Sections to 1
8. Click the email field to open properties, select the E-Signature Signer Email checkbox, and select the signer's name field.

💡If you do not see the E-Signature Signer Email option, add an e-signature document under the web form settings and revisit the field properties.

Submitting the Web Form for Two Signers

Once setup is complete, test the form:

1. Open the form in a browser
2. Click Add Owner to display fields for the second signer
3. Fill in the form and submit

The first owner will receive the document for signing immediately. Once signed, it will be sent to the second owner. After both signers have signed, each will receive a completed copy via email.

A copy of the signed document will also be attached to the lead created upon submission.

Creating a web form from an e-signature app

Web forms can be automatically generated based on an existing E-Signature application.

Step-by-Step Instructions

1. Start by creating a new web form as you normally would.
2. When the Add Form popup appears:
   • Select the relevant E-Sign application(s).
   • Choose the sender.
   • Enable the option "Generate From Attached E-Sign Document(s)".
3. Complete the remaining form configuration and click Add.

Once created, the new web form will automatically include a section for each lead tab linked to the E-Sign application, along with all associated tab fields:

Customizing the Web Form

After generation, you can further customize the web form as needed:

• Reorder sections and fields
• Remove unnecessary elements

This allows you to tailor the form layout while still maintaining the automatic E-Sign field mapping.