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eSign (including DocuSign)

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Need E-sign contact roles or titles, so we send to the correct person from e-sign screen

We need e-sign contact roles or titles to show in the drop down when selecting a signer, so we can send the document to the correct person from e-sign screen.
Guest about 2 months ago in eSign (including DocuSign) 0 Future consideration

Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login
Deborah Lastro 5 months ago in eSign (including DocuSign) 1 Future consideration

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr about 2 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest 8 months ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents
Sue Parker about 2 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...
Guest 4 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...
Marc Macialek 8 months ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration

Add ability to view esign file on mobile

On the mobile app under linked files you only see the original document, you do not see the version that has been signed through docusign
Jack Speshock 4 months ago in eSign (including DocuSign) / Mobile - Android / Mobile - Apple 0 Future consideration

digital signing

Integration with PandaDoc for signing subcontracts would be great!
Paul Di Natale 10 months ago in eSign (including DocuSign) / New Product Integration 0 Future consideration