CDA suggestions

Follow

Brandi Summers

• February 06, 2019 19:43

1. When I open digisign to send out our CDA for signature, it has multiple revisions in there, so I went into documents to delete the old, however only the newest version shows in the documents. But how do I know I'm choosing the correct one to send for signatures?

 

2. I would like to make a suggestion that we are able to revise the CDA instructions at the bottom of the page and have the same thing print each time. Our rep suggested I just copy and past the same thing in there which is fine, but it would be nice to be able to customize for the broker and have it remain in the instructions box. Same with the mail to at the top. That address should just populate and remain the same.

 

3. Another suggestion is to have the brokers logo appear where the skyslope logo is on the CDA.

1

• 

  Taylor

  • April 24, 2019 19:22

  I agree with all three of these points but especially items 2. and 3. Shouldn't be too hard to at least on the back end allow us to send you all what we want for the instructions. And the address should automatically populate to the office address with the ability to change it if wanted.

  1

  Comment actions Permalink
• 

  Kristina Finlayson

  • May 03, 2019 21:09
  • Edited

  Hi there Brandi,

  Kris here from the SkySlope UX Team.
  
  Great suggestions regarding our CDA feature! I have written these down for our product team to reference when we start exploring how to improve commissions and/or our CDA functionality within SkySlope. 
  
  Would you be interested in us reaching out to you for additional feedback at a later date? 

  Thanks a bunch, 

  Kris

  0

  Comment actions Permalink

Please sign in to leave a comment.