How can I leverage Google Forms with DocuSign?



The Main Idea

When someone needs to fill out a form, they navigate to the Google form and fill it out appropriately, when finished hitting Submit. Upon submission, values from the Google form populate a Google doc that has been generated from a template. The generated Google doc is automatically sent to a folder designated for form submissions and the person overseeing this process (The Document Administrator) receives an email that there has been a Google form submission. The Document Administrator then opens the generated Google doc, makes any necessary edits, and uploads it to DocuSign as part of an envelope using Google’s DocuSign Add-on. The Document Administrator then adds any necessary components to the document (recipients and fields for example) in DocuSign and sends it. After sending, it follows essentially the same path as a typical document in DocuSign. This process has been broken down into 8 parts that should be done in order to avoid bugs.



Pros

Cons

Pros

Cons

  • More flexibility with forms before they are uploaded to DocuSign, which gives senders more control.

  • Senders can manually edit documents including data populated by the form before uploading to DocuSign.

  • Flexibility in editing individual documents comes with it being an ad hoc solution.

  • Need to download the DocuSign Add-on for Google.

  • Can’t leverage tools like SSO or LDAP lookup.

  • Each document needs to be manually uploaded to DocuSign.

  • As this is not an enterprise solution, it does not have the same tools and capabilities as those that are.

More information about ad hoc solutions vs enterprise solutions can be found on DoIT's DocuSign page and here