Forms info transfer into a contract: Update a contact with form responses
Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info
6
votes
Emily Gould
shared this idea
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Krishna Walker
commented
This would be one way that internal stakeholders who have view/read access can request that a contract be created. These are the people who have the data to fill in the variables, and if they can fill it in, it will cut down on time for the people who have the remaining information to complete the contract and send to the counterparty.
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AdminVera Andreeva (Admin, PandaDoc) commented
Forms info transfer into a contract
Looking for data to pull into the Form (such as automated variables to match in contract)