Setting up default fields when selecting "Send to zoho sign"
Hi I had sent an email to support a few weeks back but never got an answer.
Is there a way we can set up a custom button so that when we click on "send for zoho sign" on a deal it will do the following automatically:
1) Set a mail merge template
2) Set 2 contacts pre-selected based on the deal details (The deal will have the 2 contacts)
3) Set the sign session to "in person signing"
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