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Created By Dawn Reid
RequesterWill there ever be an option to have a non-signing party copied on the signed Breeze Documents (ie. so we can send a copy to our Skyslope working docs and not have to download from Forms and upload in Transactions)?
0 Votes
3 Comments
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Phebe!
Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Since these forms are used in Breeze with a guided process of answering many questions, the forms are sent back to the agent for them to review and advise if all is answered correctly before having the clients sign directly after. I will document the request for these envelopes to be sent directly to another agent or to the checklist as well!
Thanks again and have a great day!
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Phebe Knorr
RequesterSo I have a questiton about Breeze. I love love being able to send out the addenda to the sellers for completion but why does it not have them sign it at the moment they complete the forms? They come to be unsigned ,then I have to send them back to the sellers for signatures....seems odd to me.
And, I ditto the above comment. If it could be sent to the Buyer's agent or just to the Skyslope file to be added to the checklist, both would be awesome!
But I love it overall.
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SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHello again Dawn!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out! While this is not a current capability of Breeze, I think it is a great idea. I know we asked in another post, but I'd like to hear more about your current workflow to see how we can best address copying contacts in Breeze. Can you expand more on the steps you will usually take?
In the meantime, 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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