PDF attachment of EL when sent for signing
J
Jessica Haberer
It would be nice for the client to be able to have a PDF version sent or be able to download if they need to forward to Legal or others before signing.
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Autopilot
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Proposal link - download PDF
M
Melyssa Brunet
when we are dealing with a potential client, we are trying to make things as easy for them as possible to sign the engagement to move on to onboarding. A frequent request is if we can send them a PDF version so they can review it or print it. This is not a time where clients want to be asked to access a portal as they want simplicity. It would be great to have a DOWNLOAD PDF option within the email sent to them with the required signatures.