22 results found

1. 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 go to a specific person or access profile for signature before going to the customer.

   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… more

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   0 comments  ·  Signatures  ·  Delete…  ·  Admin →
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2. 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.

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   0 comments  ·  Signatures  ·  Delete…  ·  Admin →
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