We'd like the ability to add initial fields throughout an Advanced Proposal, similar to the signature fields.
We currently use DocuSign for our remodeling contracts and have customers initial specific pages and clauses that we want to make sure they've reviewed. For example, we have certain requirements around preparing the property for construction that the customer needs to acknowledge before work begins.
Ideally, we'd be able to place an initial field anywhere within the proposal, assign it to a specific signer, and make it required before they can complete the document.
Having this would make it much easier for us to use Handoff for our customer contracts instead of needing to send the proposal through a separate e-signature platform.
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Submitted
π‘ Feature Requests
About 3 hours ago

Joe Willis
Get notified by email when there are changes.
Submitted
π‘ Feature Requests
About 3 hours ago

Joe Willis
Get notified by email when there are changes.