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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

25 results found

  1. 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.

    2 votes

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    0 comments  ·  Signatures  ·  Admin →
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  2. 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.

    3 votes

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    0 comments  ·  Signatures  ·  Admin →
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  3. Print and sign and reupload.

    Please have an option to print estimates with a sign and date option .

    3 votes

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  4. 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

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    0 comments  ·  Signatures  ·  Admin →
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  5. 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.

    3 votes

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  6. 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

    32 votes

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    Started  ·  1 comment  ·  Signatures  ·  Admin →
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  7. Attached documents while request signatures

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

    3 votes

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  8. 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.

    2 votes

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  9. E-Signature for work orders

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

    17 votes

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    1 comment  ·  Signatures  ·  Admin →
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  10. 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.

    10 votes

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  11. 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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  12. 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.

    19 votes

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    2 comments  ·  Signatures  ·  Admin →
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  13. 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.

    19 votes

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  14. 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

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  15. 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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  16. 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

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    1 comment  ·  Signatures  ·  Admin →
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  17. 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.

    2 votes

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  18. 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  ·  Admin →
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  19. 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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  20. E-signature for Invoices - D-sign

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

    3 votes

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