Contact Management and retention


  • Prod Squad
    Official comment
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    Hi James!

    Our Product team is currently looking into features relating to this, we'll be sure to keep you updated!

    Thank you,

    Bailey, Product Operations

  • Howard Buchanan
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    Agree with this request.  Especially in this market where multiple offers need to be written for same client.  Docusign also offers that.  

  • Prod Squad
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    Thanks Howard!

  • Prod Squad
    Comment actions Permalink


    We are pleased to report that the ability to save and reuse contacts is now available! Learn more by visiting this link.

    Thanks for the requests, and keep ‘em coming! We’re always listening!

    - Charleigh, Product Operations

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