Contract Signing (Like DocuSign)
F
Francois Bergeron
A way to create contracts and have clients sign them through the Business App portal.
I envision having it available in Partner Center where you can create contract templates and then customize them within a client's Account Overview section within Prner Center. Then sending it to users assigned to that account would email it to them with a button that brings them to their Business App. Probably a new section called Agreements or something. And they can sign it digitally. And no one can tamper with the "document" after that.
This could potentially be associated with invoices and/or subscriptions.
It would circumvent the need for 3rd party apps like DocuSign, etc. and add to the whole business solution ecosystem.
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S
Scott Rutherford
Any update on this request?
H
Heather Ramsey
Yesss! This is a required core operation for every agency! 🙏🏻🙏🏻🙏🏻 I’m shocked this is still missing.
I would be ecstatic if I could turn the proposal into a contract easily. Maybe have a few contract templates each with a “project details” section. And then have the ability to auto merge the Proposal details into the contract template “project details section”. Gosh that would cut out sooooo much time closing new clients/sales. I could prob do triple the volume if I could automate proposals, contracts, orders/invoices better.
At this point, I’d be happy with any secure e-sign contract option/ integration from vendasta. Anything!
S
Scott Rutherford
Yes, this is a needed feature. Please take for action.
M
Mustafa Tayyeb
This is a big feature that's missing in Vendasta, especially because scope creep is a real thing and contracts help against that. For a lot of us that do custom work contracts and proposals are an everyday thing.
Please make this a reality.