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.Try automation, it’s free!
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 Flows
- Used in 65 Workspaces
- Installed 262 times in the last 30 days
- 99% success rate
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.
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 Flow
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.
Rental Application Form Flow
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.
Service Invoice Flow
The Service Invoice Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Install the Pre-fill from DocuSign Bot to automate your document workflows
Automate repetitive activities without a single line of write code
Related links to Pre-fill from DocuSign Bot
Can I pre-fill fields in a document prior to uploading it to use in ...
Yes, You may pre-fill as many fields as needed prior to uploading it int...