Is there a contact info form that can automatically insert the data into a contract?

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    Ordonez_Kimberlee
    Asked on November 18, 2021 at 07:20 PM

    Hi!
    I was wondering if there was a form available that would allow the capture of customer information, and then would be able to automatically enter that data in an existing contract template in a PDF or DOC type format?

    That would really lessen the amount of time it takes to generate contracts.

    Thank you in advance!


    Kimberlee

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    Mike_G
    Answered on November 19, 2021 at 01:32 AM

    You can turn the existing contract you have that is in PDF format into a Smart PDF Form.

    How-can-I-import-my-own-PDF-with-Smart-PDF-Forms

    Smart PDF forms will generate a PDF copy of the submission in the original PDF format that you can download.

    How-to-download-submissions-in-Original-PDF-layout

    You may also find this guide about Smart PDF Forms helpful:

    How-the-PDF-connection-works-with-Smart-PDF-Forms

    Please give it a try and let us know if you need any further assistance.