Hi! We are implementing Ironclad (yay) and are looking to get around the intake form. Any tips on best use cases for this? Basically, we have a template we want to generate that Sales can just download and send out via email. No intake form needed but would like to capture the metadata once the customer completes the form (for example company name, address, effective date etc.). It may be easier to set conditions but we are looking for the easiest way to get a draft uploaded and out and then to have legal involved when redlining or review is needed.
Thanks,
Cassie
