Box Sign: Enable ability to manually pre-fill or auto-populate fields from CRM on my contract
Box Sign: Enable ability to pre-fill or auto-populate fields on my contract.
E.g. because we know the email is associated with:
FIRST NAME (e.g. "John")
LAST NAME (e.g. "Smith")
COMPANY (e.g. "NoName Inc.")
TITLE (e.g. "CEO")
... then I can either manually pre-fill these or have them auto-populate on my contract via the CRM<>Box integration, a ZoomInfo<>Box integration, or otherwise based on the information attached to that person’s Box account.
Obviously, the signer recipient of the contract must also have the option to correct these fields, given there will be circumstances where the pre-filled or auto-populated fields are incorrect.
AdminAnonymous (Admin, Box) shared this idea