Zoho Sign - Zoho CRM Mailmerge - Prefill by you

Zoho Sign - Zoho CRM Mailmerge - Prefill by you

Hello,

I'm currently exploring sending a Zoho Sign from a mail merge template in Zoho CRM. I have found this resource: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/mail-merge-templates#Folders

I don't see a way to Prefill by you that is native to Zoho Sign templates. I have a few fields that I'd like the sender to be able to prefill before sending. I could add the sender as a recipient, but that's extra steps for the sender (launching the document from an email), rather than doing it from the send interface.

Thanks!


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