Ability to send more than one document template for client signature in one email.
M
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:
Ability to send more than one contract template in one email or having them in a folder
M
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
S
Sales & Marketing
Merged in a post:
Send multiple documents as a "folder" or "loop"
A
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.