Schedule Sending documents
Ability to schedule when to send a document
Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
OR, what if we could send the REMINDERS at a specific time?
We have discovered a significant difference in the time required to get a signature if we send documents very early in the morning. Our clients are schools and if we're at the top of the inbox when principals arrive to school, we get signatures quickly. Once the children start arriving, the principal is completely consumed and the best we can hope for is that we get a signature by the end of the day. Usually it's the next day. It is, literally, 16-18 hours difference on average which then impacts our ability to invoice and, by extension, hurts our cash flow.
Amanda Blanton commented
This seems like a very basic feature that most E-Sign platforms have. This should be implemented ASAP.
Safety Romania commented
Is it possible to create the option to schedule to send the email with information to request the signature?
In times of remote work and working form different time zones, or just different life styles and day cycles (early bird vs. night owl, etc.), people work around the clock. Yet, for many business cases it might come across awkward to receive a contract that someone sent you at 3:40 a.m. in the middle of the night.
Therefore it would be great, if someone could prepare the documents e.g. at 3 a.m. in the night but postpone the actual sending of the emails to the people to sign it at e.g. 8 a.m. in their time zone.
This is not only good for self marketing a better image (if your lawyer prepares your important contract in the middle of the night this might make him seem incompetent, etc.) but it also has inbox-strategy related advantages, i.e. being at top of the inbox on the start of the work day of the recipient, etc.
In the year 2023 it is an absolutely crucial feature and I am surprised, that it is not implemented yet.
Jess Woodrum commented
Ability to schedule a document to send at a future date.
Savannah Faulkner commented
The ability to set a specific time for documents to be sent out automatically.
Example: I want documents to go out at 8 in the morning the next day.
Simon Davis commented
Critically important to schedule send documents. Better suited for flexible working arrangements. Schedule documents for receipt by the client during business hours. Ensure documents are sitting at the top of clients inbox when in a different time zone.
Emily Gould commented
Customer would like to delay the delivery of a form
Anna McCallon commented
Requested by our HR team for sending documents on days when they're out of office.
Matt Tesdell commented
We would especially like to see this for bulk send. We use bulk send to distribute internal weekly safety documentation that needs sent out every Monday morning. It would be great to be able to set up a year's worth of these in advance.
Paul Cedric Guevarra commented
Customer want to sent the document later using scheduling.
Automate sending out a document on a weekly basis to specific recipients like timesheets
The customer has asked if we can make it so that when a Form is embedded on a website and the recipient enters name and email -- the email that is usually sent out can be delayed.
Bret Helenius commented
Same here! This is very needed! We often have specials that start at a certain date and would like to send out docs based on a date in the future.
Matthew Galyas commented
We are looking to be able to create a document and write an email but have it be delayed and not sent until after a specific time and date that was chosen occurs. For example, create a document and write the email at 6am but have it be delayed and automatically sent at 1pm that day.
Cavin Joshua De Quiroz commented
Client is requesting to have an option to send a document on a future date.
Vladislav Avsievich commented
Send out a document to someone like say in 14 days