Skip to content
← Solargraf Features

Give us your ideas to make your life easier!

Solargraf Features: 3rd Party Integrations

Categories

Docusign - Custom Placeholders in Docusign Templates

As a user I want The ability to have custom placeholders when creating document templates. through the SG/Docusign Integration. I would want to choose what value is populated into multiple custom fields.

7 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Ryan Mckovich shared this idea  ·   ·  Report…  ·  Admin →
Comments are closed An error occurred while saving the comment
  • Brad Souza commented  ·   ·  Report

    Please add the functionality for admin to create custom formula fields that can be added to a Document Template (i.e. Contract). Example would be milestone payment amounts, as percentages of total project amount.

  • Kaurie Engle commented  ·   ·  Report

    Please expand Docusign functionality in Solargraf. We would like to have more Docusign functions added to Solargraf like text boxes, ability for installers to sign documents first, etc.