A need to match what DocuSign currently provides

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Camille Richards

Requester

Hi, I'm a TC for 11 brokers in my company. I have my own TC account with SkySlope. I also have access to all brokers that I serve. I frequently send DigiSign requests to their buyers and sellers on their behalf. They prefer this come from their SkySlope account and not mine.

Where SkySlope falls short: I always cc myself so I can receive the completed document. However, I do not receive a copy of the initial request and the message I include (DocuSign does this). Why is this important? Because I want to keep the message details that are included in the DigiSign. If I am not cc'd on the request when sent, then I do not receive a copy of this.

Can you change this in your system? Half of my clients still use DocuSign and this is one of the reasons why.

Thank you!

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9 Comments

SkySlope Support posted about 1 month ago Admin

Created By Greg Twiss

Requester

Is there any movement on these features?

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SkySlope Support posted about 1 month ago Admin

Created By Luc Woolsey

Requester

Choices are always good I suppose Lisa, but digisign has come a long way in a short time. There's work to do for sure but I'd rather see them continue to improve it rather than have us pay for a third party service to supplement the included service.

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SkySlope Support posted about 1 month ago Admin

Created By Lisa Rudner

Requester

Maybe just add Docusign as a signing choice in "addition" to the DigiSign??

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Thank you for this additional feedback! I'll get this recorded as well.

For those not already signed up, I'd like to extend an invite to the SkySlope Research Group because of the detailed feedback you have provided! You'll be among the first to know about exciting opportunities to provide feedback and try new features! Click here to sign up!

Thanks again,

Charleigh, Product Operations

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SkySlope Support posted about 1 month ago Admin

Created By Shannon Spain

Requester

Agreed, Valerie! The ability to make changes to your envelope, including adding or removing docs, is so huge. Please, Skyslope! Make this happen.

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SkySlope Support posted about 1 month ago Admin

Created By Valerie Ayala

Requester

I agree with this feedback! Other features that DocuSign has is Template Tool Bar (some text are repeated and having a template is great), Color Coated text ( sometimes you want information to stand out) Lastly, a feature that allows you delete forms while already in Digisign, currently we are having to cancel the Digisign and remove the forms that dont apply then go back to Digisign.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Shannon!

Charleigh from the Product team here at SkySlope. Thank you for sharing your feedback! I've recorded your feedback for our product management team to review. I understand the importance of this feature when it comes to communication. Would you be willing to speak more with our team on this topic?

Thanks again and have a great day!

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SkySlope Support posted about 1 month ago Admin

Created By Shannon Spain

Requester

Prod Squad,

I am a TC and can answer your question. When you use Docusign you can CC parties so that they receive an email informing them they are CCed on the forms in question... before the forms are signed. It serves as an alert to all involved parties that the doc is out for signature. It's good for communication among teams.

In Skyslope, you only get the CC at the end, when the doc has been signed. This means I am responsible for an extra step as part of my process. I send the forms for signature out of Skyslope and then have to go back to my email to let my agents know that I have sent those forms for signature. It would be much easier if they received a message through Skyslope when I hit send on the envelope, so they would be aware that it's out for signature.

This is how Docusign works.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Camille!
Bailey from the Product Team here at SkySlope. Thank you so much for providing us with this detailed feedback! What kind of message details are you leaving that you would like to be able to have access to, any additional information is appreciated. I've documented your request and we'll also monitor this post for upvotes and comments.
Thanks again and have a great day!

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