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
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SkySlope Supportposted
3 months ago
Admin
Created By Dana Santerre
Requester
Agree. Definitely need to be able to email out to preview.
0 Votes
S
SkySlope Supportposted
3 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.
0 Votes
S
SkySlope Supportposted
3 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?
Created By SONJA S LOVAS
RequesterHave 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.
0 Votes
3 Comments
SkySlope Support posted 3 months ago Admin
Created By Dana Santerre
RequesterAgree. Definitely need to be able to email out to preview.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By SONJA S LOVAS
RequesterYes, 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.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi 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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