Pre-filling Client Data in Zoho Sign Without Editing the PDF

Pre-filling Client Data in Zoho Sign Without Editing the PDF

Hello!

I've been using a contract generator created with Zoho Forms, and it's been fantastic. The template has a designated area at the top for client data, which is typically left blank for clients to fill in before they sign the document.


On this occasion, however, I have a client who has already provided their information for the contract, and I would like to pre-fill that data for them so they won't have to do it themselves. Is there a way to insert their details at the top of the contract directly within Zoho Sign without having to edit the source PDF? I've attempted to use pre-filled fields, but I can't seem to find an option to edit the text within these fields.


Any advice on how to achieve this would be greatly appreciated. Looking forward to your suggestions.


Thank you!



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