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A customer fills out an application. Once that application is approved, we use that information to fill out a contract.
Is there a way to populate the contract with the relevant information from the application?
Solved
Converting applications into contracts
+1- Newcomer
Best answer by Justin Jiang
Hello!
I hope you are doing well. Are you using CLM? The customer can fill out a DocuSign power form and that can be integrated to a DocuSign CLM workflow and populate the contract with merge tags.
If there are any questions, please do not hesitate to reach out.
Very Respectfully,
Justin Jiang
+12- Established Contributor
- Answer
Hello!
I hope you are doing well. Are you using CLM? The customer can fill out a DocuSign power form and that can be integrated to a DocuSign CLM workflow and populate the contract with merge tags.
If there are any questions, please do not hesitate to reach out.
Very Respectfully,
Justin Jiang
- Community Moderator
Hello
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