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Sales contract template


p1ofp
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Hello, I'm trying to set a template for a sales contract I frequently use. I am switching from Adobe pro dc to nitro. I created the document and signing process in adobe pro. Previously what I would do is 'prefill' the customer name and address on page 1, and it would autofill the name and address everywhere else that it needed to be (my attorney created the document). The fields where the customer needed to sign where already pre determined as forms, and when sent it would go to them, they would sign, and then it would go to me, and I would sign. I see that my forms imported from adobe pro with the same field id, but I can't figure out how to get the same functionality with nitro. I'm also not seeing any check mark during my first signing to add a file as a template like it says I will on the cloud. 

Can anyone point me to the literature that will walk me through these steps?

 

Thanks.

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  • Official Nitronaut

Hello @p1ofp,

Thank you for reaching out to us through our Community Forums!

In order for me to further assist you with your concern, please send me the sample file (with sensitive information extracted) so I can replicate it on my end. 

To send it via private message, hover your mouse on top of my name 'AllainU' and select 'Message'.

Thank you very much in advance and I am looking forward to hearing back from you. 

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