When the E-Signature application is generated the PDF fields will be automatically filled in with the information that a sales rep has saved on the lead, based on the field mappings set up for that application).
More info: PDF Mappings
Here is an example of an E-Signature page that has been pre-filled with the information retrieved from the lead:
If the client enters additional information into the blank fields on the E-Signature page and submits the application, then the new information will be automatically imported back to the lead in the corresponding lead fields (again, based on the field mappings set up for the application).
On the other hand, if the client changes any of the pre-filled fields, then the new information will not be imported back to the lead automatically once the document is submitted.
Instead, the sales rep will be notified by email that the information sent back from the E-Signature app now conflicts with the information saved on the lead.
Here is an example of the conflicting info email notification a sales rep will get:
The sales rep can now click on the link provided in the email notification to open the conflicting info page, review the conflicting info to decide which information to import back to the lead, and then click on the Import New Info To Lead button to import the required information:
Note that all information imported from the E-Signature applications is logged automatically in the lead notes:
Note: To prevent recipients from making changes in specific PDF fields, simply set those fields to be read-only using Adobe Acrobat.