FORMS

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By SONJA S LOVAS

Requester

Have HAD to start using forms and it is creating a lot more work. I can't email the completed offer, listing, counter etc. for review by the client directly from forms. I now have to click and save, then download, go to download folder, open download, create a new for review folder in my client folder, save it to the folder, open an email, find the client file, then go to the review folder, and attach it to the email. It's hard enough to keep signed and partially signed documents organized. I'm working on a transaction with 4 counters, 3 counters on repairs, and addendum H! While not typical, it's a lot of extra work through Forms.

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3 Comments

SkySlope Support posted about 2 months ago Admin

Created By Dana Santerre

Requester

Agree. Definitely need to be able to email out to preview.

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SkySlope Support posted about 2 months ago Admin

Created By SONJA S LOVAS

Requester

Yes, it would be helpful to email directly out of forms before sending for signature. Same with the seller property disclosures, they need to be emailed as well.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Sonja!

Tyler from the Product team here at SkySlope. Thank you so much for reaching out and providing us with this feedback! Just to clarify, would you like to send a packet of forms to your client to review via SkySlope Forms before sending them out for signature?

Looking forward to hearing from you soon!

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