Use Custom Values to Dynamically Fill Form Fields under Documents and Contracts with birth date, client name, any custom value set. It would fill automatically. The recipient has the option of deleting or updating the field they choose without affecting the rest of the form.

eg.

{{ custom_values.refferedby }}

{{ contact.first_name }} {{ contact.last_name }}

{{ contact.date_of_birth }}

{{ contact.city }}

{{ contact.state }}