Automations based on document signature status
I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.
Taylor Edwards
shared this idea
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Ashley Young
commented
I want to set up automation to notify me that a staff member sent a homeowner a document to sign. I already get notices when documents are signed but ones that never get signed I have no way to discover, would like the notification of when it is sent so I can manage outstanding/pending signatures needed.
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Rooftek Virginia commented
Make it happen please
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RoofTek Grand Junction commented
This will be amazing!
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RoofTek Denver commented
Please make this a feature!
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Marketing 7401 commented
Amazing Idea
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Steph Eckstein commented
This would be an absolute game changer for us
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RoofTek Kansas commented
This will be so good!
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Lizzie Cabanne commented
Brilliant idea!
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Miguel Martinez commented
This would be very useful for the company.
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RoofTek Michigan commented
Will love it
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Maria Alfaro commented
That be great idea
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Dilan Treviño commented
That will help us very much!
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Fernando Gonzalez commented
its very critical
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Anonymous commented
This will be amazing!
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Nadia Moreno commented
Handling documents in our organization is a common practice, this would be a game-changer!
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Caleb Vorpahl commented
Include this and the ability to change statuses based on whether a document is signed or not. Once this document is fully signed, contact status will change to BLANK.
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Anonymous commented
This would be huge for us! Please make this a feature!
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Marketing At RoofTek MAIN commented
I HATE that my sales reps forget to update statuses only to find a document is signed.... why isn't this a thing?
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Anonymous commented
Franchisor here. This could be a game changer and make Insights feature actually worth it for our lazy sales team :D
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Jake Milne commented
We have documents from almost every status that exist in our organization... would be huge!