Create Template with Multiple Recipient "Placeholders"
M
Mike Hughes
When creating a template, it would be great to have signatures, etc. assigned to a placeholder who could then (when the template is used) be assigned to an actual user.
Use case: home services, etc. when two people nearly always sign (husband/wife). Rather than having to reassign each signature, etc. to the secondary signer, the primary and secondary signers would have a placeholder that it reassigned to the contact when the template is used.
Currently, this is a big deal with contracts that only require one signature, but it becomes a cumbersome process when the contract requires multiple signatures/initials from each party.
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