Documents, Photos, Forms & Attachments
22 results found
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Customize expiration time frame for Estimate/Document Signature Requests
I would like to be able to modify the time frame an estimate/document signature request is set to expire. I would like to make it longer than 48 hours
30 votes -
Signature Document Workflow
When creating templates, there should be an option to create a document workflow for signatures. For example, we require that proposals be reviewed by one of the owners before going out for customer signature. We currently cannot do that in JN, so we have to use a third party e-signature service which allows us to create these workflows. A way to do this would be for us to be able to create an estimate template with all the contract terms and conditions, and to have a feature where we select that any estimates sent for signature under that template, must…
2 votes -
Customize the email "You have a document to sign"
The email that prompts the customer to sign the document, it would be great to change the subject line header and the brief email content that is displayed.
16 votes -
Moving the Signature Area
It would be very helpful if we could move the signature area to the very bottom of estimates. We are currently not able to move the signature area in estimate templates. Documents would look more presentable if we could move the signature line to where we want it to be.
17 votes -
E-Signature for work orders
I would like to add an option to electronically sign a work order.
10 votes -
Ability to Move Signatures to separate places on documents
Wants the ability to be able to place separate signatures in different places on documents rather than just having them in one central location.
9 votes -
Document Signatures -Choosing where the document signature line goes on the document.
I would like to choose where the signature line is placed on the document
6 votes -
Add a document status to indicate a signature was collected on a paper copy of said document
Add a document status to indicate a signature was collected on a paper copy of said document
6 votes -
Attached documents while request signatures
Send an attached document and request the signature all in one email.
3 votes -
Adding a insert template field for personal signatures
the ability to choose an insert template field for different signatures
5 votes -
Option to expire document signature link
If a customer does not click on a link to sign a document after some time, it would be good to have the link expire and not allow the user to sign the document. It appears that currently, if a client click on an old link it will resend it to them creating activity in JobNimbus sent by the system.
1 vote -
Add signed status to documents
Add a signed status to the documents status feature, and mark the documents as sent when a signature is requested!
2 votes -
Manual entry of signed contract and a place to show the date signed
With the new Required Signatures, and no longer needing to create a document for the signatures....there doesn't seem to be an option to manually put in a signature date for those that print their estimate proposal out and return it to us with a physical signature, rather than a digital signature. There is also no longer a field that shows us the date the estimate was signed like there used to be on the activity page under the documents.
Can a field showing the date the estimate was signed be added back in somewhere?
Also, can their be a way…2 votes -
Scheduling Subs Needs Work
Being able to reschedule a sub, send an updated email, modify what the automatic email says, attach pics, see if they opened it.
1 vote -
Add option to initial important sections of a document before signing a document.
Add option to initial important sections of a document before signing a document.
1 vote -
Document ID attached to all pages of signed document
Would like to see the Document ID attached to all included pages generated, including the Signature page.
3 votesThis is in development! We’ll send an update once new signature functionality has been completed.
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E-signature for Invoices - D-sign
The ability to add an e-signature line directly to an invoice, specifically.
2 votes -
Ability for customer to select options on estimate online and sign online
We would like to be able to send an estimate for online signature to our customers, giving them the ability to choose which options they'd like to include in the total price before signing. We usually send an estimate with at least a couple of options/upgrades. Currently, they have to tell us which options they'd like to include, we rework the estimate, and then send it to them again to sign.
6 votes -
Ability to edit the default email that's sent for e-signing
I want to be able to update /customize the default email message that is sent with e-signature requests.
8 votes -
Subject line of document template emails
Currently when using the document template to request a e-signature you can not control the subject line. The recipient will always receive whatever you name the document as the subject line. It would look and feel more professional if we could control this subject line similarly to how we can currently control the email templates subject line.
1 vote
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