Signature Routing Order for Documents/Contracts
in progress
A
Anna McDonald
It would be great to have the ability to customize the routing order for signatures - similar to how DocuSign is set up. Especially if a signature for a Contact is required for an item and then needs to come back to the internal team and then back to the Contact again.
Example:
1) send to Contact #1
2) send to Contact #2
3) send to internal team member #1
3) send to internal team member #2
Example:
1) send to Contact #1
2) send to internal team member #1
3) send to Contact #1 again
4) send to internal team member #2
S
Sales & Marketing
in progress
D
Devon Smart
Yes please this is so needed! I need to do a three multiple webhook and private server or use make.com to get this to work. It’s really hard cumbersome. Also the ability to actually have the internal documents as a PDF and not a link would be great to have the intergrate with internal mailing service would be fantastic