In the current New Sales experience within JobNimbus, when adding signers for a document, only the Primary Contact’s Name and Email auto-populate for signature. However, other Related Contacts (e.g., co-owners, spouses, or additional decision-makers) that are already associated with the job or contact record are not available in the signer dropdown and must be manually searched, copied, and pasted.

Request:
Please enhance the signer selection functionality to include all Related Contacts attached to the job or contact record, allowing users to quickly select them when assigning signers for digital signatures.

Why This Matters:
In many residential sales scenarios—especially in roofing and home exterior work—it’s common for more than one person to be required or involved in signing contracts, such as both spouses or multiple property owners. These contacts are typically added to the job early in the process. Forcing users to manually search, copy, and paste signer information that is already part of the job record introduces unnecessary friction, increases the risk of errors (e.g., typos in email addresses), and slows down the sales workflow.

Impact:

Reduces time spent on administrative tasks

Improves sales rep efficiency and confidence in the process

Minimizes the risk of delays or errors in getting signatures

Creates a more seamless and professional customer experience

Suggested Implementation:
Add a dropdown or auto-suggest list of all Related Contacts when adding signers, including their pre-filled name and email from the contact record. This ensures consistency and accelerates the closing process.