A
Alden Zuck
  1. We really need the ability to auto send contracts in workflow while also being able to set the signing order and the specific internal user for who needs to sign first.
  2. As a workaround, we are just sending the contracts out manually - however we can't send any follow up messages and link to the contract link since we are sending it manually. So we need the ability to use {{document.url}} - even if we just have a way to grab the link for that contact and put it into a custom field.
  3. Being able to make signature fields optional
  4. Being able to connect multiple fields together so that if one field is filled out, then it will auto fill the connected fields with the same answer.
  5. Being able to auto-redirect after a contract is signed.
  6. Being able to separate the email template that goes out to the internal user vs the client.
July 15, 2024