Using Signer Fields in Mail Merge Templates

  • Information like contact name, deal size, etc. can be merged into the contract
  • But, Signer Fields cannot be merged, because they depend on the signee
  • We do not know the date they will sign it and of course, you can’t sign for them. These are signer fields
  • Signer fields are default mandatory but you can reverse that
  • When the contract is sent out, the signee is prompted to input information into all signer fields