Q: Possible to edit field before sending document
Hi is it possible to edit some fields (let's say text field) in a pdf before sending the request for signatures? That way it would be pre-populated for the recipient and making everyone's life easier. Thank you
Natasha_originals
Sep 28, 2024A: Hello humberto91,
Thank you for your question on BreezeDoc!
At this time it is not possible to fill in text boxes prior to sending document for signing.
The reason for that is because these fields are added for one party to input an address or email details, for example, while the entire document should be preset with the required text before uploading to the app.
We do understand that this would make a nice addition to the app, so please feel free to add this feature request directly to the BreezeDoc roadmap and feature wish list.
This way, other users can also vote on your suggestion, which helps prioritize new features based on user demand.
Here's the link where you can submit your request: https://breezedoc.productlift.dev/
Thank you on behalf of the Team Originals!
willvincentPLUS
Verified purchaser
I have the same question. Seems like the 'template' feature isn't terribly useful unless we can do this. It feels like a pretty significant missing step - being able to pre-fill before send.
humberto91PLUSVerified purchaser
I would like to confirm if this would be the right feature request. It currently have 25 requests and 7th on the amount of petitions.
https://breezedoc.productlift.dev/p/edit-documents-and-templates-VTaZnw
willvincentPLUSVerified purchaser
I added as a feature request - a shorter term solution would be to allow sending only to yourself first - to fill out the extra data, before then adding and sending to subsequent signers.