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Created By Kristin Fantozzi
RequesterIt would be amazing if after a transaction is created, I could create documents that auto-filled info from the data saved in SS. Right now DigiSign or Forms only pulls the client name & address, but it would be great if it could pull contract date, seller names, or anything else that is available data already entered in SS.
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SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Kristin!
Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! The seller's contact information will translate onto the documents if you do this process through Forms. Once the contact information is entered within the Forms account for the buyer/seller it will auto-populate onto the documents uploaded, including their phone numbers/email addresses.
Thanks again and have a great day!
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