Need to capture data from your customer while signing the document?
You can add multiple form fields via PDF Butler and have these push data back to Salesforce. Updating the record or records related.
You can set if these fields are required, have validation, lock the fields when they have data, …
Types of form fields:
- Single line text
- Multi line text
- Checkbox
- Radiobutton
- Date field
- DateTime field
- Dropdown box
It is also possible to assign Form Fields to specific signers. The following video will explain how:
