JobNimbus Feedback

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  1. 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

    22 votes

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    1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 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.

    13 votes

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    Gathering Feedback  ·  0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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.

    10 votes

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    2 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  4. E-Signature for work orders

    I would like to add an option to electronically sign a work order.

    5 votes

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    1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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.

    7 votes

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    0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 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

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    1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Adding a insert template field for personal signatures

    the ability to choose an insert template field for different signatures

    5 votes

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    Gathering Feedback  ·  1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 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

    4 votes

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    1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Attached documents while request signatures

    Send an attached document and request the signature all in one email.

    2 votes

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    0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 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

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    0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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

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  12. 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

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  13. 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!

    1 vote

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  14. 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

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  15. E-signature for Invoices - D-sign

    The ability to add an e-signature line directly to an invoice, specifically.

    2 votes

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  16. 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.

    2 votes

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  17. 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

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  18. 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.

    5 votes

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  19. 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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  20. Better E-Signature Support (actual signature rather than typed, multiple signatures)

    The signature that is placed on our documents when they are signed through email is too simple of a typeset. It makes it look faked. Is there any way to change the font?

    We use templates to send contracts to our subcontractor's. If I use the "signature" built-in field, the only option is the Job's primary contact, not the subcontractor, unless they are a paying team member, which our subcontractor's are not.

    32 votes

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    Viewed  ·  6 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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