Documents & Contracts

Currently the only option is via email. However, as we know email can take time to get delivered and is sometimes unreliable - also most of my clients are emergency response providers and need forms signed ASAP so having it by text would be a game changer.

I would like the ability to sign contracts and documents on funnels and websites like forms and surveys so we can have the client sign and go on to another funnel steps rather to look to another email. It would be better to have that option Rather than a form with a signature.

A library of T&Cs to pull from of would be useful when we need to have legal language on a invoice, proposal or an estimate. The account owner is responsible for the language in this library. It will make it easier for us to add language to customer facing documents. This would be a good first start.

The only statuses available in HL for Documents and Contracts are: sent, viewed, signed, or completed. This structure is good overall, but it's missing a critical piece. Adding a 'draft' status would allow for more accurate workflows and data storage of open sales opportunities. Currently, this structure has the ability to have inaccurate information in workflows. Use Case Example: Let's say you're doing a follow-up campaign in a workflow on a sent proposal. Then the user takes that sent proposal then moves it to a draft to make an edit. That proposal is now no longer a 'sent' or 'active' proposal since it is a draft. It would need to be resent to become active again. Although, without any triggers or ways to filter out this action your workflow will continue to follow-up on a proposal which is no longer active. With a draft status you could have more accurate sales campaigns, reduce redundancies, and more accurately store contact data.

Would be great to have the ability to add headers and footers to each page and the ability to select which page we want them added to.

Currently we can't control the flow of form fields being filled. We just have required or non-required. If any fields are required, then it only forces them to fill those out. But in documents there may be a variety of optional fields they need to fill in. We want the ability to choose the fields that the arrow pointer jumps to which might be required or optional fields. For non-required fields we just want them to have a skip or leave blank option choice. My use case is filling in a W-9 which has lots of optional fields based on entity types. A few ideas: 1) Allow us to control the flow of required/optional for the best chance at getting a form filled in correctly. This includes requiring all fields but giving them the option to leave it blank / skip to proceed through the form fill flow. 2) Conditional logic for form fill based on option/checkboxes. So if they check a block on the form then we can require other fields to be filled in. So each form field has the option to have a parent field that if that field is marked that it then changes the required status of that field.

Most of the proposal tools have a content library of terms, descriptions, etc that can be saved and used in proposals. It is like the Funnel Pages Templates & Global templates concept.

Here's a screenshot for better understanding https://prnt.sc/-DHLXMZ5Arig

How documents and contracts are built varies from business to business, which is why we would like to have more ability to customize them. ➕ Add more styles/layouts we can choose from. ➕ Add ability to change columns eg. we want to remove price and quantity for some item lines. ➕ Allow the product description to take full width. ➕ Allow us to add a soft background color for every other item line (I'll show you what I mean in yellow marker in pictures).

Currently there is no way to mark a quote under 'Documents & Contracts' as rejected. Not all quotes sent to the customer will be approved and signed off on. Many quotes can be rejected. The 'rejected' status should also be available under the 'Documents & Contracts' workflow trigger.