DocuSign - need more fields on Sales Agreement required (Initials)
When a Sales Agreement is sent to a customer, dealers need more than just the main signature. Dealers require all the fields where a customer needs to sign or initial in the document.
This is ABSOLUTELY necessary in order for our dealership to roll out the DocuSign Integration. If we cannot indicate that the customer needs to initial off in the warranty section (of the Uptake agreement format), it essentially does not fully execute the agreement between us and the customer. Current state, this functionality does not improve they way we are currently working with DocuSign outside of iQuote.
Mariel Dytuco
This is ABSOLUTELY necessary in order for our dealership to roll out the DocuSign Integration. If we cannot indicate that the customer needs to initial off in the warranty section (of the Uptake agreement format), it essentially does not fully execute the agreement between us and the customer. Current state, this functionality does not improve they way we are currently working with DocuSign outside of iQuote.