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When a document is eSigned in Doc2, as part of the push to HubSpot it should update an associated deal status.
Ability for clients completing external forms to upload documents to the form.
The ability for extenral users to add additional information to Just eSign documents that are out for eSigning.
Ability to send a document, that doesnt need eSigning to a receipient. No eSigning.
Doc2 stores names and emails addresses of people who are often sent documents for eSigning such that they do not need to be typed out every time a...
The ability to connect Doc2 to Zapier.
The ability to bulk delete documents in the 'Pending' category.
Integration with BrightOffice CRM
The ability to require a second layer of authentication for eSign envelopes. Such as sending a text message to the recipient with a unique code for...
The ability to send clients to a GoCardless payment portal after signing.
The ability to have a sequentially numbered field that is unique to each document and a field within each document.
The ability to be notified when a recipient of a document views the document.
The ability to send multiple documents at the same time for eSigning to the same person.
Dates on notifications on specific documents, such as renewal dates, or payment dates.
The ability to add 'AND' logic to the logical statement guiding which questions should be shown to the user.
Ability to dynamically populate the default value of a form field, based on the current user. For example: First name Last name Full name Email
Ability to send a reminder to all pending eSign envelopes with one click.
Ability to add a personalised message sent to all signatories when sending for eSigning.