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Pre-fill from DocuSign Bot

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Pre-fill from DocuSign Bot

Pre-fill from DocuSign Bot

Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from a DocuSign envelope to your documents with the Pre-fill from DocuSign Bot.

What the Bot does

The Bot transfers data from DocuSign to documents based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from DocuSign.

Author airSlate Inc.
Setup duration 7-13 min.
Used in 69 Templates
Used in 65 Workspaces
Installed 262 times in the last 30 days
99% success rate

4.0 out of 5

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Get your automated workflows up and running in minutes with the Pre-fill from DocuSign Bot. No coding required.

Map DocuSign template fields with the fields in the document

Configure Bot settings

First, connect to your DocuSign account. Then, select the DocuSign template you will use to populate your document and define how the Bot will find a data field. After that, connect template fields to the document fillable fields.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill an invoice with data from DocuSign when a recipient opens the document.

View the Bots log or use tags to check if the Bot ran successfully

Get your document pre-filled with data

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from your DocuSign envelope.

Try pre-built workflows to experience the Pre-fill from DocuSign Bot in action

Privacy and Confidentiality Policy for Credit Counseling Services Template

The Privacy and Confidentiality Policy for Credit Counseling Services Flow is used by finance and legal departments to protect the private information of employees or customers.

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Rental Application Form

The Rental Application Form Flow is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.

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Service Invoice

The Service Invoice Flow is used by sales departments to automate contract management processes and speed up customer data collection.

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The Architecture Firm Proposal

The Architecture Firm Proposal Flow is used by sales departments to save time and increase productivity by automating proposal-related processes.

Learn more

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Utilize Pre-fill from DocuSign Bot

Start creating a new Flow and import samples or create templates right in the system to initialize the Bots option. Find a needed Bot from the list.

Configure it

Open the Bot configuration. Complete all of the required fields to define general and advanced options. Consider determining activation circumstances to protect yourself from false activations (you can include a couple of circumstances).

Investigate how it works

Implement the workflow and explore the outcomes. Ensure that the software robots operate correctly. If something fails, check the Bots log to correct the mistakes and execute your Flow again.