Zoho Sign with CRM Purchase Orders
Hi Team,
I am new to Zoho Sign and want to streamline a few business processes.
We raise Purchase Orders and require two approvers to sign.
I have modified the Purchase Order form to have two new fields "Approver 1" and "Approver 2". I would like the user names from these fields to pre-populate onto the Signing experience without the user having to add the names all of the time.
Can this be done? There is a dropdown that says User, then the user can select our users, but it would be nice if they can be pre-populated from the Purchase Order form.
Any suggestions please?
Thanks
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