Hello,

I hope someone can help me with this one.

We have a document (an agreement) for clients to sign and I'm using the Zoho Sign templates integration with Zoho CRM to populate its fields.

The problem is that the information we need in the document should come from multiple modules - Contacts, Deals, Product and, as far as I know, you can only populate a Sign document from a singular module.

I can only think of 2 solutions (but I don't know how to do it):

1 - Create all the needed fields in Deals and find a way to populate them from the other modules (Contacts and Products), so I can populate the agreement from Deals only.

2 - Find a way to populate the agreement with data from multiple modules (Contacts, Products and Deals.

Thanks in advance for your help,