UI Improvements
In the documents, where you list all the documents, you have recent, starred, shared, Agreement. Coming from DocuSign, there are improvements that could be made from a customer perspective. See the following notes:
- You can't star agreement or agreeement templates? Why not - very strange since this one of the default choices for view.
- Another missing view is just template agreements - quickly find them to "Use" them.
- Agreements should also have a complete agreement view/filter.
- The webform is interesting but we should have choices. For example, we do rentals and the workflow should be to have the client prefill certain information so it can be gathered and approved so it can then be integrated to the finial agreement template to "Used" and be signed by appropriate parties including the client.
2
votes
Derek Anderson
shared this idea