Universal link option to agreement
Matchbox
On the form templates page, I can copy a link to an existing template and share that out to the masses. Anytime it is filled out, it captures the data and sends a notification —
where I can then link it to a client to keep records.
For agreements, it requires me to go in and create an individual agreement each time, which has a unique URL.
Use-case: I want to digitize our model release agreements and individual contractor agreements, where I can share an individual link out to a large group of people to capture signatures. Right now, I'd have to go in and create a form for each individual and share individual URLs.
P
Paula Enos
Yes! For me, I'd like to do this for more productized services, like Design Days. The service doesn't change, so I'd just like to be able to send a blank agreement with all the things I need (agreement, scheduler, payment link) with a form to gather their info to fill out any required fields. Ideally, having "checkout" link on my website that takes them through this process would be awesome.