Financial Cents E-Signature
in progress
S
Shahram Zarshenas
Instead of integrating with other e-signature platforms, create an e-signature feature directly within Financial Cents.
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Amanda Aparicio
Merged in a post:
Native E-Sign
T
Tiffany Bastian
Firms currently rely on Adobe Sign (high cost) for client document signing. A built-in e-sign feature would remove this dependency and streamline the client approval workflow inside Financial Cents.
R
Rick Dirkse
Please create this sooner than later. I am currently using an e-signature through Safe Send but want it all in one product.
Safe Send may quit allowing me to use this product, so I need this ASAP.
I do not want to use Adobe Sign.
Amanda Aparicio
updated the status to
in progress
R
Robert McGee
Amanda Aparicio need beta testers yet? :)
Amanda Aparicio
Robert McGee: not yet! But I've added your name to the beta tester list if we decide to do a private beta before release!
K
Kathy Nash
Amanda Aparicio I would also like to be in that Beta testing.
C
Cryshonda Gilkes
Robert McGee I would like to be added to the beta testing.
K
Kyle Hauenstein
please please please have templates. if possible pull info from the client profile when the e-sign file is created.
the extra mile is if i can upload a standard pdf and the app will know where the fields are required by default. I repeatedly generated efile auth forms. they generated from my software and the structure doesn't change between clients. the financial numbers do.
even better if i can load the data via an api. i could use a template auth form and load the data and send to the client.
Amanda Aparicio
updated the status to
planned
C
Christopher Baldi
THIS IS NECESSARY! so much wasted time and money walking clients through all the issues!
G
Greg Scholten
Happy to beta test if needed
V
Vicki Henry
I'll beta if needed
Z
Zee Marie
Happy to beta test if you need it. :-D
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