Document Signing - Replace PandaDoc, Docusign, Etc. (We're so close!)
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Cole (Flourish) Glover
Like Docusign allow uploading files, assigning fields to be complete, and capturing signature.
We have the secured signatures now, but there are many other business documents that need to be signed digitally, not just proposals.
The highlevel marketing materials say you can replace other form softwares. Take on Pandadoc, docusign, and others by allowing users to map their own fields on a form.
Allow us to select which fields map to a contact or opportunity and let us get them signed!
Please and thank you :)
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Frank Obregon
I'm not totally understanding this request but I think I need it as well lol. I have a client very upset after switching from Docusign because they generate disclosures in another software, then upload as a PDF. Apparently adding signatures/dates for multiple contacts is a hassle in HL compared to DS. There's some sort of color-coding element to Docusign where you can automatically assign sigs/dates when dragging them over to the document, whereas in HL you have to add the fields, and then one by one assign each one to a contact. -- Is something like that what you're referring to about mapping?
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Kieran McInerney
Perfect. Allowing a staff member within an organisation to select a Director to sign a form WITHOUT having to login to the directors GHL profile would be great. Also, adding a radio button and audit logs would be ideal. Then this feature alone will save people from needing DocuSign, Pandadoc and could be marketed as a product itself!
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Jordan Wheeler
An essential offering for my clients!
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Amy Wenslow
We also need the ability to set the default email that is associated with each document template so that they make sense. i.e. text for an NDA signing email "Here's the NDA for your signature...." vs "We've outlined the entire process of the work that is needed to meet your goals in the attached proposal. Let's go over this in detail on a call. Please click here to set up an appointment".
Jennifer Gardella
Like the others - the ability for the client to sign is in GHL - now we need the ability for me to sign as well.
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Katherine R Delaney
This is so needed!! Please add this feature!
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Alicia Haugstad
This is a vital update! Please add this!!
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Melissa Smith
This would be so great to have!
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Julian Obando
This would be a great feature to have!!
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Wesley Van Proosdij
+1
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