Documents, Photos, Forms & Attachments
24 results found
-
Multiple Signatures on a Document
I would like to be able to request two signatures on a document so both homeowners can sign it.
16 votes -
Actual Signature
Is Job Nimbus ever going to make it to where you can sign documents instead of it being 1 automated signature? Our contract needs multiple signatures from the customer and witnesses in numerous sections on our contract and each section needs to be signed with an actual signature
1 vote -
In-Person Signature Only
We collect signatures on documents in person. I would like a way to add that signature to the document without an email being sent to the client.
3 votes -
Edit documents if they haven't been signed yet
Often I will send off a document to be signed and it will need to be slightly corrected in some way and resent. If no one has signed it yet, I should be able to edit it and resend it for signatures. Instead, right now, I have to create a new document, make the change and then send it out for signatures again. This clutters up the documents because you also aren't able to cancel/delete a document that has been sent for signatures, even if it hasn't been signed.
5 votes -
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
36 votes -
Print and sign and reupload.
Please have an option to print estimates with a sign and date option .
4 votes -
Using E-signature on PDFs
The option to e-sign a PDF document uploaded. Currently this can only be done with documents made within JobNimbus.
11 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 -
Customizable Signature Line
I have a commercial property owner who would like to electronically sign their contracts, but would like to add the title "managing member" under his name, but not have that part of the signature. it would be great if we could edit the signature area and add titles under the signature line.
4 votes -
E-Signature for work orders
I would like to add an option to electronically sign a work order.
20 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.
24 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.
20 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.
11 votes -
Attached documents while request signatures
Send an attached document and request the signature all in one email.
4 votes -
Adding a insert template field for personal signatures
the ability to choose an insert template field for different signatures
6 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.
3 votes -
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!
5 votes -
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.
3 votes -
E-signature for Invoices - D-sign
The ability to add an e-signature line directly to an invoice, specifically.
3 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.
10 votes
- Don't see your idea?