You can use already available information populate automatically your e-contracts fields.

This information could be of various types:

- Contact details

- Forms data

- Date format

- Line items of your checklist

- Owner details

- Application details

When creating your e-contracts, pick the merge fields option to do so.

Available merge tags per category

Contact -> Full name, first name, last name, email, company, custom field

Application ->ID, custom stage, name, date of creation, creation date & hour (timestamp)

Line items->All items, missing, mandatory, missing+mandatory ones

Application Owner (Team member)->First name, last name, email, full name

Date-> Today's date, date + time, current year, Y-1, Y+1

Form field -> any field from your forms

Adding merge tags to your e-contracts

1/ Go to your e-contract

2/ Right-click to add a field

3/ Pick Merge tags

A pop up will show allowing you to define what you need. 

In the example below, we'll add as merge fields some fields from a form (which could be external or only visible by our team)