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Documents, Photos, Forms & Attachments

23 results found

  1. 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.

    40 votes

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    Viewed  ·  6 comments  ·  Signatures  ·  Admin →
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  2. Initials for Contracts

    I like that I can capture e-signatures. My contract also has 3 or 4 sections in it that require the customer to initial. I want to be able to do it all from my tablet, but as it stands now I still have to print the contract after they electronically sign in order to get their initials, so the electronic signature is cool, but doesn't help me if I have to print it out anyway.

    40 votes

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    8 comments  ·  Signatures  ·  Admin →
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    Certainly something that we’ve discussed. At the moment we haven’t had too many requests for this, but I’m sure this would be a consideration for our template builder improvements in the future.

  3. 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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  4. 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.

    22 votes

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  5. 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

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    2 comments  ·  Signatures  ·  Admin →
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  6. E-Signature for work orders

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

    18 votes

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    1 comment  ·  Signatures  ·  Admin →
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  7. 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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    0 comments  ·  Signatures  ·  Admin →
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  8. 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

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    0 comments  ·  Signatures  ·  Admin →
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  9. 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.

    10 votes

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    0 comments  ·  Signatures  ·  Admin →
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  10. 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.

    9 votes

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    1 comment  ·  Signatures  ·  Admin →
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  11. Multiple Signatures on a Document

    I would like to be able to request two signatures on a document so both homeowners can sign it.

    7 votes

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    2 comments  ·  Signatures  ·  Admin →
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  12. Adding a insert template field for personal signatures

    the ability to choose an insert template field for different signatures

    6 votes

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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!

    5 votes

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    0 comments  ·  Signatures  ·  Admin →
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  14. 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.

    4 votes

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

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

    4 votes

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    0 comments  ·  Signatures  ·  Admin →
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  16. 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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    0 comments  ·  Signatures  ·  Admin →
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  17. Attached documents while request signatures

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

    3 votes

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  18. 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

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  19. 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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  20. 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 votes

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