• Overview
• Adding e-signature documents to web form
• Configuring a web form for multiple signers
• Creating a web form from an e-signature app
• Videos

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 web forms

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

1. Go to Manage → Web Forms and open the form’s settings popup.
2. Select the e-signature document(s) you want to use, the confirmation email template, and the sender.
3. Click Save to apply your changes.

Reordering Multiple Documents

You can reorder multiple e-signature documents by dragging the icon next to each document name to a new position in the list.

The first document in the list is considered the primary e-signature document and drives 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.

Note: 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 replacingEchosigncodewithApplication URL so your template works for both use cases.

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

Configuring a web form for multiple signers

The e-signature document that generates after a client submits the CRM 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.

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.

Note: 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.