Audience: All Users
Custom Forms + Docusign = The BEST DocuSign experience.
When we use Custom Forms together with DocuSign we can automatically generate documents and automatically configure the DocuSign envelope, ready for signing.
Overview
This approach gives you full control over where signatures, dates, and other fields appear, while significantly reducing manual preparation work. It helps you speed up agreement processing, improve consistency, and enhance automation across signing workflows.
Custom Forms can be used for a variety of business scenarios, including agreement generation, approval sign-offs, questionnaires, onboarding forms, and consent forms.
Key benefits of using Custom Forms with DocuSign
Automatically place signing fields
When documents are generated from a Custom Form, Contract Eagle can automatically create the DocuSign envelope with:
Predefined recipients
Signature blocks
Other custom inputs
This removes the need to manually configure signing locations inside DocuSign for every document.
Generate a contract from template
By combining document generation and DocuSign preparation into a single process, users can:
Reduce repetitive manual work
Improve consistency
Minimise setup errors
Speed up turnaround times
Immediate send for signing
Custom Forms also support an additional “Immediate send for signing” option.
This feature allows the generated document - including pre-configured recipients and signing blocks - to be sent directly to DocuSign without requiring an additional review step.
This is especially useful for:
High-volume document preparation
Standardised agreements
Bulk processing scenarios
Automated workflows
Flexible ways to capture and sign information
Agreement generation
Use form data to automatically generate a document from a template, ready for signing in DocuSign.
Typical examples include:
Service agreements
Sales contracts
Employment documents
Standard legal templates
To see this feature in action, please watch this short 2-minute video demonstrating how Custom Forms work in conjunction with DocuSign using an NDA example.
Sign-off Sheets
Custom Forms can also be used to capture formal approvals where each approver provides their signature.
This is useful for:
Internal approvals
Compliance acknowledgements
Policy sign-offs
Review confirmations
Questionnaires and Consent forms
Forms can be sent directly to clients or external parties to complete and sign.
Examples include:
Client onboarding forms
Declarations
Consent forms
Information collection forms
Custom Forms support multiple field types, including:
Free text fields
Date fields
Number fields
Radio button selections
Fields can be configured as either:
Required
Optional
This provides flexibility when designing forms for different business processes.
Why use Custom Forms instead of standard attachments?
When sending a standard document attachment for signing, users typically need to manually:
Add recipients in DocuSign
Configure signing roles
Place signature fields
Add date or text fields
With Custom Forms, these steps can be automated as part of the document generation process, resulting in a more efficient and scalable workflow.
Get more information
For information on how to set up custom forms, as well as the user setup and permissions required for end users to access them, please contact us at support@contracteagle.com.