Allow me to customize and send a "stored" agreement with one click
I often have to send two saved documents to new people for signatures. When I do so, I have to change the Subject and Message from the EchoSign default. Thus, to do this, I have to perform the following steps:
- Open EchoSign URL
- Paste email address
- Enter new Subject
- Enter new message
- Click "Select From Document Library"
- Click document #1 to attach
- Click document #2 to attach
- Click "Attach"
- Click "eSignature"
- Click "I need to add my signature"
- Click "Send"
It would be MUCH better if EchoSign would let me pre-customize the Subject and Message, attach the relevant documents, and set the signature settings, then save that as a special URL that I could bookmark. Then, my process to send a new agreement would be:
- Open special URL
- Paste email address
- Click "Send"
Anonymous
shared this idea
This feature is supported by creating a custom send page that allows you to address a specific business need.
At this point, though, custom send pages support sending either multiple uploaded documents or a single library document, but not multiple library documents.
A possible solution may be to merge the two documents you have today into a single document.
Please contact EchoSign support for details on implementing custom send pages in your account.