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Updated about 1 year ago,

User Stats

46
Posts
23
Votes
Joshua Beall
  • Realtor / Listener / Coach
  • Charles Town, WV
23
Votes |
46
Posts

Tools that support customer-facing web-form generation of documents?

Joshua Beall
  • Realtor / Listener / Coach
  • Charles Town, WV
Posted

Hello,

We have a handful of documents that we are regularly having clients sign, and we currently have to manually prep them and send them through DocuSign. All we need to prep them is the client's name(s) and email(s).


I would much rather just send the customers a link to a web form, where they put their name and email, and then it spits out the agreement, which they can sign electronically. This would save us from manually prepping hundreds of documents per year.

DocuSign has a feature to do this called "web forms," but they have no pricing, and after several calls and support tickets, they still can't tell me what it costs or how to sign up for it.


In general, DocuSign seems like a big company that doesn't care about "little guys" like me--they want to sell their product to big companies that have hundreds or thousands of users. This experience just reinforces that perception. I'm not ruling them out--but I'd love to know what alternatives I've got.

Anyone here care to recommend a DocuSign alternative that supports web-form driven signing, where I don't have to prep the document for each signer?