Hi all! I'm trying to make the launch form for sales contracts simpler for my AEs. Our process is that they have to start with an approved quote in Salesforce, then they hit a button that takes them to Ironclad (I know we could keep this in Salesforce, but we for a number of reasons, we don't want to do this), and then they answer the questions on the launch form.
For data integrity purposes, we pull certain data from the quote, and we've locked down these fields so the AEs can't change them. As the months have gone by, and both Legal and Sales have requested certain automations in the workflow, the launch form has gotten longer and more complex.
I'd love to show ONLY the questions that the AE has to answer and not the questions for which we're pulling answers from Salesforce, because I think the launch form could be perceived as overwhelming. Is there a way to do this that I have completely missed?
