Settings and activity
46 results found
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33 votes
Brianna Flynn supported this idea ·
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31 votes
Brianna Flynn supported this idea ·
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69 votes
Brianna Flynn supported this idea ·
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124 votes
An error occurred while saving the comment Brianna Flynn supported this idea ·
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165 votes
Brianna Flynn supported this idea ·
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22 votes
An error occurred while saving the comment Brianna Flynn commented
I think this is a great idea!
Brianna Flynn supported this idea ·
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31 votes
Brianna Flynn supported this idea ·
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21 votes
Brianna Flynn supported this idea ·
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53 votes
Brianna Flynn supported this idea ·
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113 votes
Brianna Flynn supported this idea ·
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90 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
Brianna Flynn supported this idea ·
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183 votes
Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
Brianna Flynn supported this idea ·
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119 votes
Brianna Flynn supported this idea ·
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187 votes
Brianna Flynn supported this idea ·
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50 votes
Brianna Flynn supported this idea ·
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17 votes
An error occurred while saving the comment Brianna Flynn commented
Please add this. We have literally like 20 TCs used by our agents and tracking them to what file is nearly impossible without it.
Brianna Flynn supported this idea ·
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33 votes
An error occurred while saving the comment Brianna Flynn commented
DocuSign already has in its features a feature called WebForms. This means that an onboarding agent can fill out one form with their address, email, etc and it will populate to all the correct areas in that packet taking out a lot of work for the onboarding agents. In California, our onboarding packets are about 60 pages long comprised of about 8-10 documents so they have to write their address over and over again, this would really increase agent experience.
Brianna Flynn supported this idea ·
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24 votes
Brianna Flynn supported this idea ·
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13 votes
Brianna Flynn supported this idea ·
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6 votes
An error occurred while saving the comment Brianna Flynn commented
If you reach out to your RTT, I think you should be able to correct this by reimporting the file with the correct tags.
want this so badly. It's so hard for agents to keep up to track with their referral pipeline when it is all mixed in with their normal business.