E-signature / Document approval
in progress
Carlos Mathison
As for now, QuotingBill has what we call a simple approval process. With the e-signature module, the following features will be available to use:
1) Upload any document to be used as an e-signature.
2) Once uploaded QuotingBill system user will be able to map signature fields like the actual signature, names / last names, addresses, customer names, etc
3) Save / edit / delete uploaded documents as a template to be used again in the future
4) Quote / Proposal marketing info to be treated as templates as well
Vito Gioia
is this working yet?
Carlos Mathison
in progress
Live Communications trading as UPTI
Again Carlos. This is brilliant
Live Communications trading as UPTI
Docusign is one that is extensively used in Australia, However if it works and we can use it ill change
Carlos Mathison
Live Communications trading as UPTI: This will save you the DocuSign cost. That is the idea
Carlos Mathison
planned
We are stalling this feature a little bit since we found that the cancellations module is far more important to have than e-sig. Once we get a chance we'll finish up the e-sig which is at 90% completion
Carlos Mathison
in progress