Contracts to be sent via SMS
in progress
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Jade Fickert
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.
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S
Sales & Marketing
in progress
S
Sales & Marketing
Merged in a post:
Send documents for signature via SMS
C
Colton Mortensen
Currently it appears we can only send documents and contracts for signature via email. It would be great to be able to send vis SMS as well.
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Jared Gobler
you cna already do this, trigger the workflow by a document sent.
then do an sms and use the custom value for the document url and place it into the sms to send.
i already do this and works great!
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Jade Fickert
Jared Gobler Ive tried that multiple times, had so many sessions with zoom support and was told it cant be done - maybe its new and something updated, but I was able to do it - thank you so much!
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Jared Gobler
Jade Fickert here you go: https://www.loom.com/share/4329c97fded94d98aad145752353eddb?sid=980e26b6-75dd-4e8e-b137-398cf59137d0
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Ian Molendyk
Jared Gobler This is awesome, thanks Jared!!
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Steven Martinez
in the workflow that sends the email include a update contact field to update a custom field name contract sms link and then in a different workflow trigger it to be sent when that field is updated and then text the custom field