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.
Matt_S_H