Q: Post signature display + tasks intergrated into outstanding actions to complete
Hi Tim/Viktor,
1)Post signature pop-up a)Testing the free version and after signature a popup appears which has an advertisement to 'Try Notch for free' - I presume after redeeming this deal that dosn't appear? b)Are there any plans to be able to customise this - with custom text/button with a custom url for a payment link?
3)When invited the clients sees '1 task/action outstanding' (relating to signing the document) - do you plan for that to be linked to the task list. i.e if there is a task assigned to them it will reflect in the number of tasks outstanding for the client. So for example if one task is signing the document and there are 2 tasks in the tasks list - this notice at the top of the space will say '3 tasks to complete'.
A: Customizing the post-signature pop-up may be considered at a later stage, but it’s not currently available.
The task bar you’re referring to is intended to evolve into a comprehensive action flow for clients. This means that all assigned actions, including signatures and placeholders, will be displayed in one place to guide clients through the process step by step.
A: Yes, an API for Notch is on our roadmap, as we recognize the importance of automation and integrations. However, I can’t provide an exact timeline for its release at this time.
Question 1 I need someone to sign a document on the web browser and then that completed document is sent to another signer for signature. Is this possible? Question 2 Is it possible to collect payment before document is submitted. Meaning, they sign the document and then pay a fee. The document is then sent to another party for signature? Question 3 Can a user upload a document which is included in the submission to the final signer? Example, I need a picture or document added with the paperwork.
Basically, Fill out document, upload a document, sign document, pay fee, document or package is sent to final signer?
A: Multiple Signers – Yes, you can assign multiple signers to a document. You can set it up so that one person signs first, and once completed, the document is then sent to the next signer.
Payments Before Submission – We currently do not have a built-in payment integration, but you can include a payment link in the document to direct signers to an external payment page before completing the...
Q: Post signature display + tasks intergrated into outstanding actions to complete
Hi Tim/Viktor,
1)Post signature pop-up
a)Testing the free version and after signature a popup appears which has an advertisement to 'Try Notch for free' - I presume after redeeming this deal that dosn't appear?
b)Are there any plans to be able to customise this - with custom text/button with a custom url for a payment link?
3)When invited the clients sees '1 task/action outstanding' (relating to signing the document) - do you plan for that to be linked to the task list. i.e if there is a task assigned to them it will reflect in the number of tasks outstanding for the client. So for example if one task is signing the document and there are 2 tasks in the tasks list - this notice at the top of the space will say '3 tasks to complete'.
I would be interested in your thoughts on this.
Thanks,
Matt
TimDe
Jan 30, 2025A: Customizing the post-signature pop-up may be considered at a later stage, but it’s not currently available.
The task bar you’re referring to is intended to evolve into a comprehensive action flow for clients. This means that all assigned actions, including signatures and placeholders, will be displayed in one place to guide clients through the process step by step.
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Q: API support
Hello Tim,
Do you plan to introduce an API for Notch in the future? We’re interested in automating tasks using your product.
Best regards,
Cheng
TimDe
Jan 30, 2025A: Yes, an API for Notch is on our roadmap, as we recognize the importance of automation and integrations. However, I can’t provide an exact timeline for its release at this time.
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Q: Auto follow up proposal
Hi, is there an auto follow up after a certain time a proposal is sent?
Thanks.
TimDe
Jan 30, 2025A: Currently, Notch does not support automatic follow-ups after sending a proposal. However, we appreciate the suggestion.
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Q: Multiple Signers
Question 1
I need someone to sign a document on the web browser and then that completed document is sent to another signer for signature. Is this possible?
Question 2
Is it possible to collect payment before document is submitted. Meaning, they sign the document and then pay a fee. The document is then sent to another party for signature?
Question 3
Can a user upload a document which is included in the submission to the final signer? Example, I need a picture or document added with the paperwork.
Basically, Fill out document, upload a document, sign document, pay fee, document or package is sent to final signer?
TimDe
Jan 30, 2025A: Multiple Signers – Yes, you can assign multiple signers to a document. You can set it up so that one person signs first, and once completed, the document is then sent to the next signer.
Payments Before Submission – We currently do not have a built-in payment integration, but you can include a payment link in the document to direct signers to an external payment page before completing the...
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Q: Single sign-on (SSO)
Teir that shows Single sign-on (SSO), what SSO provider does that work with? Azure Entra ID?
Regards
TimDe
Jan 30, 2025A: Currently, Notch does not have a dedicated Single Sign-On (SSO) integration. However, Google Login is available for all tiers.
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