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Dean Markley

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  1. 61 votes

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    Dean Markley commented  · 

    I found a easy work around for this and surprised JobNimbus hasnt chimed in to say it. I was a bit upset when the update was released because we already had a good system for signatures and this update broke it. Anyhow, read on for easy fix.

    When creating a document add two signatures, one for yourself and one for the customer. IMMEDIATELY sign the contract on your end. When the customer signs it both parties will then be emailed with a notification that the contract is fully signed. The key is to add that second signature with an email associated with it that you routinely monitor.

    So as it turns out its not a bad thing to have a counter signature from your company on it. Slightly more time consuming than what I had before but I can live with this process.

  2. 47 votes

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    Viewed  ·  3 comments  ·  Integrations » Calendar  ·  Admin →
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