How to prefill an external pdf with crm data, then manually fill out the rest and save to record & print
I have a need to prefill an pre-existing fillable pdf with data from zoho. I do have zoho one. Generating a new pdf doesn't work because it's a standardized document.
I need to prefill most fields, then be able to manually fill out the last few fields, save it to the deal or contact record and print it. Electronic signatures are not accepted for this document, they need to be "wet signatures".
I have been creating zoho sign documents, letting them auto fill most options, manually filling out what's left, and self "signing them" then printing them, but it's a very kludgey process. Is there a better way?