5 Articles in this category
Add New Contract
Add a Contract Select a Team you wish to view Click ⚙️ the g ear icon right next to Team name. Select Contracts At the bottom of the page, click +Add new contract In the pop-up window, enter the Contract Name and Description Clic...
Setting up Document Template in Formstack (Video Walkthrough)
How to set up document templates in Formstack. Requirements: Formstack Document account Document template in PDF or MS Word Assistance Need This process might be a little complex, specially in setting up merge field token section, feel free ...
Compatible Delivery Platforms Plans and Pricing
Here is the current pricing on the supported contract delivery platforms The pricing indicated here are subject to change at any moment, these are also monthly rates and some will have annual discounts. Formstack Sign Starter - $20/month ...
Supported Merge Tags
Here are the supported merge/text tags per delivery platform Formstack sign Formstack Sign offers the following text tags “types”: sig - to require a signature (Example: [sig|req|signer1]) check - for creating a checkbox (Example: [check|...
Docusign Integration using Docupilot
Step by step instructions on how to integrate Docusign using Docupilot for InvestorFuse. Requirements: PDF template with form fields Zapier account Docupilot account Docusign account