Edit document before sending

Edit document before sending

I often need to make minor changes to a contract on a per-deal basis.

I wish I could to start a "Send for Zoho Sign" process for a given deal by using a pre-populated template, but make those changes before sending it.

I see no way to do this other than to first create a new document any time I need to make those changes then use the "Add Document" functionality rather than "Use Template."

Is there a way to do as I've described by starting with a template, making the minor changes to it, then sending it?


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