Prefilling information before sending
I am trying to work out how I can complete certain details before sending a form for signing
Basically we have an order form, so we can link company/contact details from the CRM no problem
It comes to services/products that we are provding, that would be different for each customer
Currently the sales team have to email it to themselves as Signer 1 to complete them, then email to Signer 2 (customer)
Is there no way to dd fields that can be completed just before sending?
Sticky Posts
Free webinar: Navigating global e-sign laws with Zoho Sign
Greetings! Do you use electronic signatures for your business documents? Are you uncertain about their legal validity in your country? We have the answers! Join us on Thursday, August 29 for an exclusive webinar, where we'll explore the legality of electronic
Zoho Sign: Product updates - Mid - 2024
Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been