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!
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Free webinar: E-signature legality in Latin America
Saludos! Are you wondering if e-signatures are legally valid to use for your business documents in Latin America? We've got your answers! Join us on Thursday, November 21 for an exclusive webinar, where we'll dive into the legality of electronic signatures
Free webinar: Processing transactional paperwork with ease using Zoho Sign and Zoho Finance apps
Hello everyone, Did you know you can securely send, sign, and manage your financial documents directly within Zoho Finance applications? Zoho Sign seamlessly integrates with Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Checkout, Zoho Billing, and Zoho
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
Explore the legality of electronic signatures worldwide with Zoho Sign
Hello, everyone! We are pleased to announce our new initiative exploring the legality of electronic signatures around the globe in detail. As more businesses go digital, understanding the legal requirements for e-signatures across different jurisdictions
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.