Reassign fields on a sent document
Ability to reassign fields on a sent document without having to revert it back to Draft
Natallia Skarabahatava
shared this idea
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Lori Nolen commented
Customer knm@compulinkadvantage.com (Kara) at Compulink...very much needs this option for their entire Sales team! It is a feature they have asked about for a long time.
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Casey Poon
commented
Sent out contract for 4 signers, first 3 signed and then found out 4th was on extended leave...
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Dan Meyer commented
Run into this often.
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Amanda Jacobson
commented
My company absolutely needs this. If our normal contract reviewer/signer is out of the office or if there is a new hire, all previous quotes that are still open would need to be reassigned to someone else. We don't want to have a customer sign a quote again just for us to change our signer. It doesn't look good. The sending company should be able to forward the signing just like a customer can forward to someone else to sign. We deal with a high volume of quotes so going back to change the field an re-send to customer would take an exorbitant amount of time.