Hi, 

I am trying to set up a Zoho CRM to send quotes via Zoho Sign to automate the process. 

I would like to set it up so that whenever a quote is sent to the client, I don't need to drag the various signature fields onto the document. 

I think I would usually do this in a template in Zoho Sign, however, the quote document will vary every single time and the quote document is generated by CRM so I cannot see how I can attach this to a template in Zoho Sign. 

Has anyone else got this set up and if you do, how is this done? 

Thank you

Hayley