Providing "sample" forms to clients

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Linda Mitrovich

Requester

As agents, we like to able to review forms with Buyers and Sellers prior to them signing or entering in to contract.  On other platforms, it is possible to print "sample" copies of forms, which actually have the word "sample" watermarked on to each page so that the recipient can review standard language, but not recycle the form for use without an agent.  Is there a way in skyslope forms to have "sample" forms?

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Thank you Ken and Jimmie! Are there any other watermarks you might need to use other than "Sample" and "Draft"? 

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SkySlope Support posted about 1 month ago Admin

Created By Jimmie Norris

Requester

In addition to "Sample" watermark, I often have the need for "Draft"

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SkySlope Support posted about 1 month ago Admin

Created By Ken Green

Requester

I agree that being able to add "sample" or "draft" to a form would be very helpful.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Martin,

We do not have an update at this time specifically about being able to have a "Sample" watermark however, the ability to browse libraries is now available! With this new feature, SkySlope Forms users can now view, download, and print blank forms without first needing to create a file. Click here to learn more! We'll be sure to keep this thread updated if more information comes! 

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SkySlope Support posted about 1 month ago Admin

Created By Martin Spellman

Requester

Any updates on having sample forms available?

 

Thanks!

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey SkySlopers! 

Great news - the ability to browse libraries is now available! With this new feature, SkySlope Forms users can now view, download, and print forms without first needing to create a file. While the "Sample" watermark described here is not yet available, blank forms are available. Additionally, these forms can be added to any existing or new files. Click here to learn more!

Have a great day and happy SkySloping!

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SkySlope Support posted about 1 month ago Admin

Created By Amber Smale

Requester

Would love to see this feature too, as I use sample documents for first time client appointments.

Thank you!

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SkySlope Support posted about 1 month ago Admin

Created By Camille Trachsel-Smith

Requester

Me too please.

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SkySlope Support posted about 1 month ago Admin

Created By Carol Goyena

Requester

I have the same concern.  I'd like to send out a form for the client to review PRIOR to signing.  How do I do that?

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Linda!

Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback - I think this is an excellent idea! I've documented your request, and we will monitor this post for up-votes and comments.

Happy SkySloping!

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