I haven't been able to figure out a method to do so, but I would like to use Dochub templates as an overlay for multiple documents.
We would like to use Dochub to go paperless, and we have estimates and invoices that customers must sign. The signature field is in the same location on each form, but the work completed, total cost, and parts are all different from customer to customer and often estimate to final invoice.
Thus having this ability, if it hasn't already been implemented, would be very useful to us.
Thank you!
Comments
Hello,
Thank you for contacting DocHub Community Center.
It's not currently possible to overlay the content from the DocHub template into a different document, but I have passed along your request to our development team to see about adding the feature.
Currently, you can create a reusable template and make an unlimited amount of copies from it. For more detailed information about our templates, please read the article below:
Creating and sending a reusable template
If there's anything else you'd like to see added or changed, please let us know! We really appreciate you taking the time to provide us with your feedback.
+1
I am looking for a similar thing: I want to be able to upload a contract PDF and have it auto send to my customer for a signature. The contracts all have the signature section in the same place, so a template would be great.
(And it would work great with a Zapier integration too!)
We are looking to use dochub for invoice "signoffs" (approvals) that require different templates for each signoff that I would love to overlay on an invoice when sending to the approver! +1
I am looking for this similar feature, I will call transparent template, that has the signature field placed along with otther needed fileds (date and time) , this transparent template will help in applying the the needed fileds to a pdf file that is already created from another software and just needs signature field.
i need this feature as well! any solutions?
I need this too. We have generated PDFs that always have the signatures and dates in the same place, and being able to create a template that can be overlaid on a document would speed things up a lot.
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