Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)
Ability to set conditional signers based on document value
24
votes
Emily Cozzens
shared this idea
Hi. 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!
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Cory Brester commented
I would like to be able to reference a user look up field in salesforce that way I can more easily control who should be the signer based on a number of different criteria.
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Simon
commented
Right now we maintain two separate, nearly duplicate versions of a template, one with a cosigner and one without.