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110
Custom fields on Templates
- In progress
- Subscribe
|
R |
Rene |
Have the option to add editable fields on a template that will be filled each time before the document is sent.
Activity Newest / Oldest
René Romero
Merged with: Be able to edit templates before sending
Eric Ridley
Be nice to have the ability to edit templates directly inside the app. We customize a LOT and don't want to iterate back and forth to Word
René Romero
Status changed to: In progress
Steve Lynch
I also need this capability to change variable fields in a template prior to sending out for signature. Such as a name, address, etc. It would be even better if I could use a webhook to send the variable data to my template programmatically from another source.
Tyrone Shum
I agree with Steve. I want to send fields from my CRM into Signaturely to auto-populate a template so it can be sent to a client for signing a contract.
René Romero
Status changed to: Under review
René Romero
Merged with: Customized Fields
Future
We need more customized fields when signing. Not just limited to signatures, dates etc.
Fields can include number etc.
Eevi Jones
YES, please!!!! I love that we can now send links, but I still can't use it without this feature.
Schultz & Associates, LLC
For the love of God, yes. What's the point of templates if we can't customize them?
Michelle G
Also looking for this feature... and if it fits here, being able to adjust the "hint" of what the text field says and shows to the signer instead of "textbox" (where we could indicate "full name" as the hint).
René Romero
Merged with: Text (not PDF) Templates
Kara Sorensen
A template that allows multiple fields to be modified before it's sent rather than having Signaturely send to me first for modifying text fields. This would allow me to create unique terms per signee with many fewer steps and emails.
Michael Su
In Docusign, the editor can use the existing PDF editable fields and automatically turn those all into text fields.
René Romero
Merged with: Ability to reuse PDF editable fields
Matt Lovett
Ive used quite a few e-signature platforms before they all allow you to refill a template before sending it out to be signed, e.g. Order forms etc.
This doesn't seem to be an option with Signaturely, it would be great if this could be added as an option.
René Romero
Merged with: Prefill document before sending out to be signed
Thomas Hlavac
When you upload a document for signature it would be nice to have a overlay so if you have a contract for example and it changes each time but the signature field, text fields, date fields are always in same place it would be nice to click on a saved overlay to add the fields to your contract so you don't have to manually add the fields each time. The current template field is useless if the documents content changes but the signature fields and misc. stay the same.
This is a feature that similar products use.
René Romero
SureB4
Ability to edit uploaded document before send to signer.
René Romero
Merged with: Build-in PDF Editor
SureB4
It would be convenient for a lots of kind of agreement document. So we do not need to edit in other programs and re-upload.
Michael Ruiz
I need this today! lol Let's go.
Cédric Bontems
I have the exact same need and request, to have pdf document edited from another software signed through Signaturely.
Thanks !
Titonian Wallace
We need this.