Settings and activity
3 results found
-
31 votes
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!
An error occurred while saving the comment Isaiah Berg supported this idea · -
2 votesIsaiah Berg supported this idea ·
-
4 votes
An error occurred while saving the comment Isaiah Berg commentedI am also very interested in this - while it is great that signed contracts are automatically distributed via email, we would really like to see these signed agreements dropped in a prescribed Google Drive folder.
Even better, if the PDF filenames could be named with a kind of logic based on variables, e.g.,
"[Client.DateSigned] YYYY.MM.DD [Client.CompanyName] [Document.Name] vSigned" or similar.
Isaiah Berg supported this idea ·
Just wanted to add my own support for this idea, this will help tremendously as it removes a bottleneck of team awareness as contracts are signed and customers are ready for the "next stage" of the onboarding journey.