Is it possible to create a Zap that fills in contract information when I create a template? For example, if I create a Zap that fills out the recipient fields of a new Eversign, Docusign, etc. contract and send it to myself before the client, can I then use a Zap to autofill information into that contract from Google Sheets or another app?
I’d also be curious if there are contracting softwares other than Eversign or Docusign where this is possible. Thank you for the help!
+14
Hi
Good question.
Yes, most esign apps support prefilling data into a template.
Check out these Zap apps for the Signatures category: https://zapier.com/apps/categories/signatures
Hi
Good question.
Yes, most esign apps support prefilling data into a template.
Check out these Zap apps for the Signatures category: https://zapier.com/apps/categories/signatures
Thank you for your response! What I’m specifically looking to do is send a templated contract to myself before the client (I have a Zap set up to do this) and then create a Zap to automatically fill in my information fields from Google Sheets (names, dates, etc.) before I sign. I’m having trouble finding an app or Zap that will let me do this. Any insight is appreciated. Thanks again!
+8
Hi
A lot of Zappers utilize Docusign. You can check out all the Zap options/templates here. Let me know if you have any questions on setting these up or run into any trouble, happy to provide further assistance!
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