Ability to send more than one document template for client signature in one email.
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Michael Elkmann
I have numerous document templates I require of my clients but depending on the client/situation they may get some, or all, of them. I would like to be able to load several document templates into my editor at once based on the individual needs of the client, prepare them for signature at the same time, and send them out all together in one continuous scrolling file for them to sign instead of separate actions/emails.
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S
Sales & Marketing
Merged in a post:
CC/BCC/forward any document/contract when sending
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Sertan Djelal
We have many clients, especially in the property and entertainment/events sectors who need to forward/CC/BCC documents and invoices to additional contacts. The recipients do not need to sign or accept anything, just receive a copy which is addressed to a primary contact. We should just be able to either select a contact to CC/BCC/forward a copy to or enter a free-form email (ideally both!)
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Leandro Valente
It would also be important to have the possibility that multiple recipients in the contract model can also sign so that we can create an automation to send to everyone to sign, not just the sender and the contact. Currently it is only possible to create multiple recipients if the document is created manually. For various types of businesses, it's important to have more than 2 subscribers.
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Sales & Marketing
Merged in a post:
Ability to send more than one contract template in one email or having them in a folder
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MO Dandashy
as UX perspective, it's better to send the contracts and documents as a folder so the client can sign them one by one instead of receiving bunch of emails at once in case i want to send him multiple contracts.
and in the workflow it could be better to send more then one document int the same action
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Sales & Marketing
Merged in a post:
Send multiple documents as a "folder" or "loop"
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Alexa Rosario
In real estate, we often need multiple documents signed at the same time. We need to be able to select multiple documents, fill them out and send them for signatures without having to do each one individually.
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Alexander Falossi
Any progress on this?