Contract Features - important updates
A
Alden Zuck
- 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.
- 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.
- Being able to make signature fields optional
- 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.
- Being able to auto-redirect after a contract is signed.
- Being able to separate the email template that goes out to the internal user vs the client.
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J
Jade Fickert
Really like 4 and 5 and agree on 6 - also wish we would get sent pdf version with certificate not just client