There are templates that my agents have to fill out with data that will be stored in Skyslope. To streamline stuff and get rid of redundancy, it would be amazing if you were able to Use Mail Merge Templates for Forms or Digisign Templates so that property Data would be automatically input into documents with data that is already stored in Skyslope instead of having the need to manually type the info in....
This would make an agent's life much easier and really get rid of the need for Docusign and many other systems...
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Official commentComment actionsHello,
Thanks for the feedback, we definitely appreciate that! Just to ensure I have a full understanding, it seems like you're looking for the system to have the ability to take the information from a property file (Listing or Transaction) and automatically input that onto a document correct?
I can certainly see the benefit of that, I can bring this up ito our product team! :) One thing that comes to mind is zipForm, which I show you currently have integrated with your account - they have this option and it's one of the many reasons we partnered with them!
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