Zoho Sign and Quote fields
Hi Brainstrust,
New to Zoho One and Sign, liking it a lot.
We want to email the Quote to the client for them to approve and sign.
When you click Send with Zoho Sign, there is a configuration that says Record. It is obvious that the name of the person is being picked up from the Quote Record.
Can you control what field it is populating from?
Thanks
Steve
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