80 results found
While you can currently customize about 90% of the emails EchoSign sends out with your logo, header, footer text, message, etc., it would be terrific to be able to customize it all the way to 100%237 votes
100% customization of the email body is available to customer accounts with an Enterprise service level, through the professional services team.
You can review the high level documentation here: https://helpx.adobe.com/sign/help/adobesign_custom_email_templates.html
Frequently we have a need to send a document to a customer to be filled out and signed where the form is sent to an intermediary person that completes the form then gives the form to an authorized person to sign. We would like to be able to have the initial person the document is sent to (frequently our point of contact) who may not have the final authority to sign open the document, complete some if not all of the fields, then click the link to forward the document to another person to sign. When the other person opens the document, form data entered by the first person would be preserved so the final signer only needs to sign (assuming all required fields are completed). I could see an option to preserve or clear the form data when the document is forwarded.
An example would be when a person from the financial department completes all relevant form fields, but sends the form to the president of the company to enter into the agreement. Frequently the president does not want to take the time to fill out the document.
Frequently we have a need to send a document to a customer to be filled out and signed where the form is sent to an intermediary person that completes the form then gives the form to an authorized person to sign. We would like to be able to have the initial person the document is sent to (frequently our point of contact) who may not have the final authority to sign open the document, complete some if not all of the fields, then click the link to forward the document to another person to sign. When the other person opens…87 votes
Extended recipient roles, included in the Enterprise level of service, afford the sender the opportunity to include designated recipients as “form fillers” for situations as described.
You can review the full list of recipient options here: https://helpx.adobe.com/sign/help/signer-approver-roles.html
The ability to accept large text inputs (large text fields) including the ability to upload images to include in these fields would be great.73 votes
I send the same transmittal message each time. I would like to be able to have a drop down that lets me pick previously used messages.
As it is now I have to cut and paste them from a Notepad document into the Echosign form.39 votes
Adobe Sign supports message templates, at the group and account level, for the Business and Enterprise levels of service.
Provide the ability to change the title of document that are currently stored in the library.35 votes
You can now change the name of a library template any time you are editing the template. From the Manage tab, find your library template and click the “edit” link. Update the template name and click Save.
Echosign should offer a box for collecting customer credit card numbers that when viewed in the returned document is X'd out apart from the last four digits. The actual number could be passed via the API. This would preserve the security of sensitive financial information from being passed around internally or stolen from the clients copy.31 votes
Users in different countries have their own standards of date format which are not compatible with the US. UK users prefer dates presented as DD MM YYYY and this simple change would eliminate any confusion.27 votes
Echosign and Salesforce are a huge part of our operations and several of our franchisees use Android Tablets to do in person signatures.27 votes
Adobe EchoSign Android application is available on Google Play store. Hope you will enjoy it.
Following the success of EchoSign's Salesforce integration, when is Netsuite integration coming?25 votes
EchoSign’s NetSuite integration is now live. You can now install it in your NetSuite account by going to Setup/Customization/Install Bundle and search for EchoSign.
Allow signers to click on links that are within the document to lead them to a website, email, etc.25 votes
Actually PDF List Box Tool23 votes
When creating a web form it would be helpful to allow the signer to forward the partially completed web form onto another party as an additional signer. For example, when a form needs a supervisor signature.17 votes
An app where I can sign documents with my finger would be sweet16 votes
We need to have the ability to request multiple signers from one e-mail address. For example, this would be useful when dealing with a husband and wife that has only 1 e-mail address.15 votes
Much easier now – just type the same email address twice in the To: line "(e.g., To: echodemo@gmail,email@example.com
Ability to insert and view Hyperlinks in the Message field when you send a document to be signed with Adobe Sign
We will like to have the ability to insert a Hyperlink in the "Message" field when you send a document to be signed with Adobe Sign. You have the possibility to add the URL address (Example: https://www.google.com) but this is viewed as a test field only and it's not interpreted as a Hyperlink. You have to copy and paste the URL to a browser instead of having the URL interpreted as a Hyperlink.
It is imported for throws how to view the message to have the URL clickable.14 votes
The point of an electronic signature is to be paperless. I usually have contracts that are 24 pages, but consist of several smaller groups that may need to be handled independently. I currently can not do this without printing and rescanning, or uploading each of the 10 smaller parts of the contract separately, which are both wastes of time.14 votes
The number of people who sign a document is limited to 6. Unfortunatelly, regarding a lot of HR process, there are more than 6 people who have to sign documents.14 votes
We have recently implemented this idea. Thank you for contributing suggestions.
The system sends documents in sequential order if there are more than one signer. The second signer is sent only when the first has signed.
There should be option to send document to all signers simultaneously.13 votes
Adobe Sign supports parallel signature processes at all levels of service.
In the Recipients section, the very top switch asks you select the basic signature order:
When Complete in Order is selected, a sequential signing process is observed from one signing step to the next.
When Complete in Any Order is enabled, parallel signing can take place
For more details: https://helpx.adobe.com/sign/help/adobesign_user_guide.html#Sending
I have read the 'modify agreement' function and have seen other posts regarding this but the answer was an editable document (word).
Is there an ability to be able to modify the data in a specific field after it has been sent out for signature if the document is a PDF? We have reps that misspell names, fat finger a tax ID, birth date and only realize it after it is out for signature.12 votes
The Modify Agreement feature allows for an agreement's field to be editable by the sender up to the point that the first recipient applies their signature/approval.
This can be done with any format of uploaded form, as long as the fields are editable within the Acrobat Sign authoring environment. Fields that are flattened into the PDF as a result of upload cannot be edited as they are no longer fields.
Editing fields includes editing the Default values of fields.
"Prefill" fields will need to be filled again when resaving the new version of the agreement, giving the option to save new values if needed.
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