It would be nice to have the ability to pre fill uploaded contract templates before sending them to clients.
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Andrew Amsing
I'm a painter and every contract has a different description, and info. I can't build templates with the added info I need to add before sending it to the client for signatures. It would be amazing if there was an option to have a basic template and be able to pre fill info before sending it off for signatures. or is this already possible and i just cant figure it out?
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Jacob Radcliffe
Yes! This means we can build dynamic docs and save clients time filling in fields.
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Gurdeep Sangha
there should be a way to prefill documents with custom fields collected from form. right now, user still has to type in info manually it seems like
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Daniel Tenney
Had a similar issue and ended up coming up with a workaround. You can build your contract and just add add a text fields to the areas that need to be dynamic for every client. Then make those text fields required to be filled out by you. You can then add the client, assign them their required fields, and send it off with "Share via link". You take your link, fill in the details (aka, sign it on your end), then re-send it to the client via email/link, actually sending it to your client this time with the details you already "signed" with.
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Andrew Amsing
Daniel Tenney Amazing! Thanks for the insight