Templates & Upload in one request | Voters

Templates & Upload in one request

Simon Yeh

I would like to see the ability to request signature from template and uploads in one. DocuSign and many other platforms offers this feature. In additional, the files should be kept separate when the signing is completed.

July 10, 2024

Clement Tsang

Both of your points are definitely necessary. 
It would give users more autonomy to add documents and not just lock it off to a template. 
Having the files separate also gives us 1 less step to separate multiple pdfs.

This is a Signature Bundle - an absolutely necessary feature. Many other providers do it, and to beat native platforms like Pipedrive's Smart Docs this will differentiate BoloForms. Ross from BoloForms knows about the feature in detail after I've discussed it. Don't sleep on this feature, it's over 1 year.

Simon Yeh

At the moment, I can either send out request using template or upload, but not both.

For example. I often send out a document, which I created as a template, once I select the template as the starting point, I'm unable to upload a custom document for signature and vice versa.

Chirag Gupta (CTO, BoloSign)

Simon Yeh: Are you saying that, you would like to add more pdfs in that same document without changing the base pdf.

Simon Yeh

Chirag Gupta (CTO, BoloSign) yes, but I would put it as “add more pdfs/files/templates in the same envelope”, but not combining the files into one.

Chirag Gupta (CTO, BoloSign)

Can you be more clear what exactly are you asking us to build?