E-Signature Docs - I assume HelloSign API
under review
C
Christopher Lyle
Ability to create and send documents for client signature with the contact information and/or custom fields obtained. I assume this would be awesome for people to quickly sign a agreement. Plus the ability to store, download, our route via Zapier the signed documents.
HIGHLVL-I-381
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P
Primary Admin
I use make.com -> pandadoc for this currently. would love to see it happen internally
J
Joshua Dror
YES this needs to be done ASAP, this is one of th main reasons for using HIGHLEVEL, its an all in one platform, If i Cant sign Contracts its meaningless. Im so frustrated I built the form added the ability for a customer to sign, but now I can not download this application with the signature. Ideally I would be able to download all data collected from the customer with the signature in a pdf document.
C
Cinematic Addicts
Yes and the pdfs should be able to be auto filled by custom values such as: contact name ,company, phone number, email, address etc so we do not have to keep changing the main contact fields within a document and also there needs to be a functionality that allows the user to download their own copy of the signed document after submitting.
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WebMyMoney Administrator
this would be great
D
Dallas Hileman
I personally use zapier to connect with eSignatures for this. I would LOVE to have it integrated into the software!
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Alie Murphy
This is a MUST! Everyone needs the ability to upload or create templates for contracts, edit them, and send them for signature through the platform. We use PandaDoc, but regardless of the company, this is a MUST HAVE!
Core Platform
under review
S
Super User
Core Platform: Hi team! are you pushing this as well in Q3 2023?
C
Christen Robinson
This would be a great feature either with HelloSign or HelloWorks (I use HelloWorks currently). If there can be an API integration with say HelloWorks the contracts that are created and automated there could be triggered with HighLevel as a API direct integration.