Email documents from Forms without signature

Posted 30 days ago by SkySlope Support

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S
SkySlope Support Admin

Created By Heidi Moner

Requester

There is a packet of info that I send to clients that doesn't require signature - the brochures and sample documents. As it stands, I do not have the ability to email something from Forms without requiring signature until I convert it to a Transaction. That can't happen until a buyer, for instance, is under contract, which may take several attempts to achieve. Many of these such interactions never convert to a Transaction, but I still am required to provide this information.

Another example is submitting an offer. After the offer and supporting documents are signed, we have to download the documents and email them separately by attaching them via our outside email service. We have to do this every time we submit an offer.

It is very cumbersome to have to work around something that happens routinely with every interaction. This ability was available to us when we used ZipForms, and now it has created extra steps in what should be an easy part of the process.

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S

SkySlope Support posted 30 days ago Admin

Created By Prod Squad

Agent

Hi Heidi!

Tyler here from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Being able to send documents without requiring signatures make sense and we appreciate you giving us examples of how this feature would be useful in your workflow. I have documented this for our product manager to take a look to see how this would work. 

Thanks again and have a great day!

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