Hi - I have a standard form to be used for onboarding clients, I don't want to define all the fields every time I need to send out the form. How do I make a template with data fields I can reuse? Only the email address and client name changes Thank you
A: We offer a template functionality that allows you to create a reusable form once and use it whenever needed. This saves time by eliminating the need to define all fields repeatedly. You can learn more about creating and using templates here:
How to Create a Template: https://support.bunnydoc.com/docs/user-manual/template/how-to-create-a-template/
Currently I'm a PandaDoc user. My current workflow looks like this: - Prepare a contract from the template (specific details vary) - Send signature request URL via Slack - Recipient is able to click the URL, review the contract, and esign.
For context I send 20-40 contracts to the same 10-20 people every month. This is why my clients prefer Slack. It's very quick because we aren't forcing clients to check their email.
Q: Adding a reviewer to a public form
Is there a way to add a reviewer to a public form so that someone else gets them and moves to the team folder?
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Q: Customize all interface/messages
Is it possible to have other language options ?
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Q: Will API ever be included? We're interested in Tier 2 but API's unavailable. Should we use a competitor instead?
BunnyDoc
Mar 20, 2025A: Hi, API is not included in this deal. I encourage you to explore each product yourself and decide which one best suits your needs.
If you have any further questions or need additional assistance, please do not hesitate to contact our support team at team@bunnydoc.com
Best Regards,
BunnyDoc Team
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Q: Reusable templates
Hi - I have a standard form to be used for onboarding clients, I don't want to define all the fields every time I need to send out the form. How do I make a template with data fields I can reuse?
Only the email address and client name changes
Thank you
BunnyDoc
Mar 10, 2025A: We offer a template functionality that allows you to create a reusable form once and use it whenever needed. This saves time by eliminating the need to define all fields repeatedly. You can learn more about creating and using templates here:
How to Create a Template: https://support.bunnydoc.com/docs/user-manual/template/how-to-create-a-template/
How to Request Signatures Using a...
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Q: Question about Public Links
Hello,
Currently I'm a PandaDoc user. My current workflow looks like this:
- Prepare a contract from the template (specific details vary)
- Send signature request URL via Slack
- Recipient is able to click the URL, review the contract, and esign.
For context I send 20-40 contracts to the same 10-20 people every month. This is why my clients prefer Slack. It's very quick because we aren't forcing clients to check their email.
Is this exact workflow possible with BunnyDoc?
If not, will it ever be (and when)?
Thank you for your help with this matter.
BunnyDoc
Mar 10, 2025A: Yes! BunnyDoc offers flexible settings and functionalities that can support a similar workflow.
Here’s how you can achieve this:
Create a template – Set up your contract template for easy reuse.
Generate a signature request – Use the template to create a new document for signing.
Enable 'Show Me Links' – In settings, turn on this option.
Skip email notifications – Enable the 'Skip Email'...
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