When an E-Signature document is generated its fields are automatically filled in with the lead data based on the document's field mapping configuration.
Here is an example of one such E-Signature document that shows the lead information (such as the business name, address, etc.) already filled in:
If needed, you can allow the signer to add additional information to the document prior to submitting it, and/or modify pre-filled information.
Once the e-sign document is submitted, the new or updated information is imported to the appropriate lead fields.
To enable the import of new e-sign data to the lead, navigate to Manage > E-Signature > Manage E-Signature Settings and select the "Sync the Lead with new information from signed forms" option on the Configuration tab (if not already selected):
With the Sync option enabled, you also need to decide if the e-sign data should be imported automatically every time, or if it should be reviewed by the sales rep first, and only then imported to the lead.
Based on your preference, select either the first or the second option shown below:
If you selected the first option, then after the e-sign document is submitted the new e-sign data is imported to the lead automatically, without asking the sales rep to confirm the incoming data is accurate.
Note that this includes both new e-sign data (i.e. the blank fields that the signer filled in) and modified e-sign data (the fields that were pre-filled with lead data, but then edited by the signer).
If you select the second option (i.e. to disable the automatic import of new data) then there are two potential scenarios that may occur when the document is submitted with new information:
- The signer did not modify any of pre-filled information in the document fields, but they filled in some of the blank fields.
- The signer modified some of the pre-filled information in the document fields, and may or may not have filled in the blank fields.
In the first instance above, the newly added information is imported back to the lead automatically, without asking the sales rep to confirm the incoming data.
In the second instance, the import is temporarily paused, and the sales rep is notified via email and popup alert about the new data that was received from the e-sign document (which conflicts with the original data that was sent from the lead when the document was generated).
Below is an example of the alert email sent to the sales rep.
Note that the email includes a link that the sales rep should click on to review the incoming e-sign data:
The link opens the Conflicting Info page where the sales rep can review the conflicting information, and select the fields that will be imported back to the lead:
Once the fields are selected, the agent can import the new data by clicking the Import New Info To Lead button.
Once the process is completed, the newly imported information is logged in the lead notes:
Note: If you wish to prevent the signer from making changes in any of the document fields, simply make those fields read-only in the PDF document (using Adobe Acrobat) and re-upload the PDF file.