Documents, Photos, Forms & Attachments
4 results found
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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 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 votesMerged with other ideas, fixed, or declined.
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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 votesMerged with other ideas, fixed, or declined.
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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 voteMerged with other ideas, fixed, or declined.
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