Signature and Initials Fields in Templates for SmartDocs

EricL
EricL Member Posts: 2 VERIFIED MEMBER
edited 3:34PM in Ideas and Product Feedback #1

Following a chat with the support team it appears not yet possible to have Signature and Initials Fields in templates for SmartDocs.

Please add this feature ! 🙏

A template is made to gain time. Adding signature and initials fields each time I convert a template into a doc seems so unnatural… 😫

Many thanks

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  • Jibbe
    Jibbe Member Posts: 1 NEW MEMBER
    First Comment
    edited October 11 #2

    Hi,

    If you send a lot of orders, which you would like to be signed by e-signatures, you have to put all the points of signatures over and over again in the same Smart Doc before you can send it to one person. And for the next again the same thing. If you have a lot of orders, this is very annoying.

    Would make a lot of sense if the location of the e-signatures (and initials) would be predefined on a template, so that you can easily use the same template for orders which you would like to send to multiple clients.

    Please put this option as high prio on the list, cause now it's undoable to have this automated. thanks!

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