Hello
I have a fixed format contract that is always filled up with the clients' info on site.
We collect the clients' info on a separate app that downloads it to an excel spreadsheet.
When the admin department gets this info and collects the payment they will use docusing platform to pull up a template (which has the contract and all fields needed) and will start filling up the template manually with the info on the spreadsheet. After that, the envelope is sent for the clients and other parties to sign.
My question is about filling up the template fields with the data (clients' info) that we already have on a spreadsheet, instead of having someone doing it manually directly on the template.
We are very new to docusign, and haven't found info about this on the knowledge base.
Thanks and regards
Raul