Create contact with filled-in fields via form automatically
OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
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Brian Gacila commented
As per client:
I want to collect email when I send the document, and I want to get that email in my contact.
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Rachele Galang Ong commented
As per the client: "I am trying to send a form to a client where I know their name and email but would like them to fill in their details for the variable fields so they can then build their own contact card. is this possible?"
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Ruby Coulter
commented
When sending a form to a new recipient, it would have them fill out a quick form with name, email, business name/address etc, that would fill in the variables automatically. Then they can go right into the form and review/sign and their data would be save to the contacts list. So variables would be auto-fillable by the recipient instead of the sender.