Zoho Sign - Zoho CRM Mailmerge - Prefill by you
Hello,
I don't see a way to Prefill by you that is native to Zoho Sign templates. I have a few fields that I'd like the sender to be able to prefill before sending. I could add the sender as a recipient, but that's extra steps for the sender (launching the document from an email), rather than doing it from the send interface.
Thanks!
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.