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Feature Request: SafeSend Signature Templates

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Max Ducharme
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PROBLEM

Setting up and sending an ad hoc signature request, like an ACH authorization form, through SafeSend takes a long time, especially compared to other e-signing services. We need to set up each ad hoc signature document manually.

POSSIBLE COUNTERMEASURES

  • Add template documents to the signatures application.
  • Bonus for a feature where the ad hoc form is available via a link.
  • Mega bonus for allowing form field pre-filling with URL parameters.

MORE INFORMATION

We currently use DocuSign for e-signatures. They have a feature called PowerForm that we use for two things:

  • Collecting W-9s
  • Collecting ACH authorization form

The PowerForm has a direct URL, and each form field becomes a URL parameter for the document. If I want to send an ACH authorization form, I only need to paste the PowerForm URL and fill out its parameters. The client gets a fully personalized e-signature experience with minimal effort. If I don't know the information to pre-fill, I can send the naked URL, and the client can enter the information independently.

Collecting this information using SafeSend Signatures is much more complicated and manual. 😕

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Comments

6 comments
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  • Official comment
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    Alyse H.

    Hi Max, 

    Thanks for providing this feedback! I see 2 requests here:

    1. Ability to store a document template that will allow faster/easier processing when sending a specific document type to a client. This is one that I am fairly certain is already on our radar, as we have received other similar requests.
    2. Ability to have a direct URL to an online form, that will essentially integrate to the SafeSend Portal. We do not currently have this on our roadmap, but I can see how beneficial something like this could be! 

    I will submit both requests to our product team to consider implementing in a future release. 

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  • Avatar
    Max Ducharme

    Thanks, Alyse! 😁

    We like SafeSend so far. Our goal is to replace DocuSign with SafeSend Signatures.

    I'd happily show you how I use the URL parameters to pre-populate a DocuSign signature request. It's probably too early for that, though, lol.

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    Dave Meleca

    Any update on this? Would be extremely helpful.

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    Ryan Leppert

    Agreed - the ACH form is the exact scenario we are trying to achieve with SS Signatures... need a feature that is similar to Adobe's Web Form or Docusign's Power Form. Just a link we can send people or embed in our website - "click here and fill out & e-sign this form" 

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  • Avatar
    Cindy Morin

    Create a  form fillable PDF for ACH requests and send through Exchange. Let me know if you want to see what we use.

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  • Avatar
    April Shanebeck

    Agreed.  Has there been any progress on this since the original request 2 years ago?  Our previous electronic signature platform had this option and it was very helpful.

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