Will templates work in the below situation

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I have a standard contract where the quantities, customer information and contacts change. However, the signature, date, text fill boxes are always in the same place. Can a template be used for this?

3 replies

Userlevel 6
Badge +13

@dw4kl Yes that is the best option for this situation where field placement can be utilized in the Template to repeat the same behavior when an envelope is created.


Badge +1

Thanks. Now time to jump into templates.

Just want to be sure before investing the time needed.

Much Appreciated.


Userlevel 4
Badge +11

Hello @dw4kl ,

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