Q: Documents and sending signature links
I noticed there have been inquiries and discussions regarding the inclusion of loading attachments or documents. This would be great! That would be ideal to be able to send off proposals and get e-signatures back from clients. The capability to map CRM data to pre-populate a form and obtain a signature is essential. For instance, start a contract in Swipe One CRM with CRM data and create a form in Signwell. (like Docusign) This way, a form can be sent, signed, and updated inside Swipe One using Pabbly as a way to update via triggers. Any business using the CRM will have invoices, estimates, SOW, contracts, NDA etc.. Any chance we can consider that for an upcoming build?
splave2000PLUSMar 17, 2025
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