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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.

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Daniel Leathers shared this idea  ·   ·  Report…  ·  Admin →
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Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded  · 

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.

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  • Brandon Byrd commented  ·   ·  Report

    JN, please keep in mind that some states REQUIRE signatures or initials at different areas/sections. Would be great if those users didnt have to print to PDF and add the signature areas themsleves......

  • Heather Woolard commented  ·   ·  Report

    Yes, this is a high priority for us as well! We need to be able to capture initials for customer to indicate which option they would like to go with.

  • George Gastelum commented  ·   ·  Report

    Add me to the list, our contract has a couple initial fields, so this would allow us to capture the entire agreement through JN. Also, like Melissa Johnson commented, being able to create templates with fields that the recipient can complete along with the signature will streamline our process. We currently have to do all this on a different system (Docusign), in order to have the document workflow we need. It would be really helpful if JN could take care of all this.

  • Melissa Johnson commented  ·   ·  Report

    This - along with the ability to have clients indicate which options they are selecting on the provided contract when signing would be EXTREMELY HELPFUL. The point of a CRM such as Job Nimbus is to eliminate the need for additional steps in alternate software ... but currently, that's still not available.

  • Anonymous commented  ·   ·  Report

    I’m with everyone else on this. We have this exact scenario going on here!

  • Laura Fleig commented  ·   ·  Report

    PLEASE do this!!!! We are considering switching to a different CRM because of this, it is essential to show that the entire contract is agreed to.

  • Matt Szmigiel commented  ·   ·  Report

    Yes Dan!!! We are looking to have this done! This is a must for our business. We require initials on each page of our contract!!!

Documents, Photos, Forms & Attachments: Signatures

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