I use Powerforms all the time - people struggle to get the concept is an issue The great thing is the transition from paper to digital is bridged very nicely by Docusign and much better than Adobe
Is there a way to create a dynamic PDF that pulls data from certain fields in an Excel spreadsheet based on a customer number or customer name? For instance, in the spreadsheet there is a customer #1001, with a loan amount of $1000 and a payment of $50? I want to pull the data into the PDF before it gets sent for signing instead of creating a new document for each customer.