The web form feature includes the ability to automatically generate an e-signature document (or multiple documents) once your client submits the form.
In this way you can automatically capture all of the client information you need via the web form, as well as get a signed document such as a merchant processing application, all in a single transaction!
All of the information and the signed document(s) are saved on the new lead which is created automatically upon the form submission.
Adding E-Signature Documents to the Web Form
To enable your web form for e-signature, open the web form management page, and open the form settings popup.
Then select the e-signature document(s), the e-signature sender, the email templates that will be used to send the e-signature link and the signed documents to your client, and save the changes:
If you're adding multiple e-signature documents to the form, then you can also change the order of the documents that will be used on the e-signature page.
To do so simply grab the e-signature document by clicking and holding the three lines icon, and then drop the document into a new position in the document list:
The first document in the list is the primary e-signature document that will drive the settings for the completed document process.
The shortcuts next the the names of the e-signature documents allow you to jump directly to the e-signature document mapping page, in case you need to review or update the mappings between the CRM lead and the PDF document:
Once you complete the e-signature set-up, the web form is ready to use.
After a client submits the web form they will be directed to the Adobe E-Sign page, where they can review and sign the provided documents.
Note that the e-signature documents generated from the web form are displayed as read-only documents, and only the signature fields are editable.
This happens for ALL e-signature documents, including those that have been set up with editable fields when the e-signature document is generated from the lead.
If a client makes a mistake on the the web form and generates the e-signature document, then they can hit the Back button to go back to the web form, correct the errors, and finally re-generate the e-signature document by submitting the web form again.
E-Signature Email Template
When you're selecting the email template to be used to send the e-signature link to the client, you will need to select a template that includes the new Application URL placeholder.
Previously, the e-signature notification emails were set up with the Echosigncode placeholder, however this placeholder does not work with web forms, but it only works when the e-signature document is generated from the lead.
It is recommended to replace the Echosigncode placeholder with the Application URL placeholder in your email templates, as the new placeholder works for both the lead and the web form.
More info: Email Templates
Below is an example of an e-signature email template set up with the Echosigncode placeholder:
To replace the code with the new Application URL placeholder, delete the old placeholder, click Insert Field in the email template toolbar, and select the Application URL placeholder:
Here is an example of an updated email template and the Application URL placeholder: