Zoho One Integrated Template

In Zoho One, our organization must send documents to clients for electronic signature. There is a document attached that needs to be made as a template, fields applied such as text boxes and check boxes, and pull records from our clients portfolio to automatically populate once we select send for signature. We already have examples of integrated documents that can be used as reference, this will require a meeting to discuss further details. Once this project is completed, there is opportunity for more projects since we have many other documents that need this job done.