It often so happens that some client data required for a contract (for example address, date of birth etc) may not be available when sending the workflow to the client.
One option is to simply add required data fields onto the contract and ask the client to fill them out. If however, you also ask the client to fill out a questionnaire, it may be easier to collect the data there and automatically import it into the contract.
The way to do this is simple:
1. Configure the form
Go to Proposals/[proposal group]/"Form templates".
Create a new form or click the three-dot menu next to your form and choose "Edit".
Click the question and add a Variable name on the right, for example
DateOfBirth. If the question is inside a Section, add a variable name to the Section too.
Click "Save".
2. Configure the document
In "Proposal workflow templates", open your template and add a "Form" step.
Select a previously created form and add a Variable name for the form, for example Form1.
Save the widget and add a "Request a signature" step. It must come after the Form step, though not necessarily straight after it.
Next, add your document. When placing the signature fields, add a Text field and type the variable path in its default value, in double curly brackets: {{Form1.DateOfBirth}}. Optionally, tick "Read only" so your client can't change it
Save the template.
3. Send the worklfow.
Go to "Proposal list", click the "+" button, choose your client and the Proposal Template, and send it.
What your client sees
Your client fills in and submits the form
At the signing step, the field is already filled in.
Good to know: this works in proposals and in client portal workflows.