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Tony Burch

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  1. 130 votes

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    You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.

    Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.

    Tony Burch supported this idea  · 
  2. 63 votes

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    An error occurred while saving the comment
    Tony Burch commented  · 

    IE: if you updated a status to "Signed Contract" and we could add an automated task to import contact info to Xactimate.

    Tony Burch supported this idea  · 
  3. 51 votes

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    Tony Burch supported this idea  · 

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