---
availability: IDEA
description: A plugin that allows users to automatically generate personalized documents
  and send them as envelopes for signature.
name: Generate and Send a Custom Document
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22I+need+to+send+an+NDA%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESure%2C+which+template+would+you+like+to+use%3F%3C%2Fp%3E%3Col+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EMutual+NDA%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3ESales+Quote%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EService+Agreement%3C%2Fp%3E%3C%2Fli%3E%3C%2Fol%3E%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Mutual+NDA%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EOkay%2C+I%27ll+use+the+%27Mutual+NDA%27+template.+Who+is+the+signer+for+this+document%3F%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Priya+Sharma%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EGot+it.+What+is+Priya+Sharma%27s+email+address%3F%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22priya%40example.com%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EThanks.+What+is+the+effective+date+for+this+agreement%3F%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22October+26%2C+2023%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EPlease+review%3A+I%27m+ready+to+generate+a+%3Cb%3Ecustom+document%3C%2Fb%3E+from+the+%27Mutual+NDA%27+%3Cb%3Etemplate%3C%2Fb%3E+for+%3Cb%3EPriya+Sharma+%28priya%40example.com%29%3C%2Fb%3E+with+an+effective+date+of+%3Cb%3EOctober+26%2C+2023%3C%2Fb%3E.+Shall+I+send+it%3F%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EYes%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Generating+document+from+%27Mutual+NDA%27+template.%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22Adding+signer+Priya+Sharma.%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22Adding+effective+date%3A+October+26%2C+2023.%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22Sending+for+signature+via+DocuSign.%22%2C%22status%22%3A%22pending%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EAll+set%21+Your+%3Cb%3Ecustom+document%3C%2Fb%3E+has+been+successfully+generated+from+the+template+and+sent+to+Priya+Sharma+for+their+signature.%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22Mutual+NDA+with+Priya+Sharma%22%2C%22connectorName%22%3A%22docusign%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%7D%5D%7D
solution_tags:
- Legal
systems:
- docusign
---