Signature requests in Plannr Portal
Enhance signature request functionality to enable clients to sign in the Plannr client portal rather than via a seperate link sent by email.
The separate email link creates a disjointed client experience when all other client communications and tasks are completed in the portal.
We have received client feedback that the current approach is confusing.
- Area of the system
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Comments2
Kenny Gahagan
May 15, 2025
Echo both comments made so far. Signatures in portal please.
Ricky Chan
Apr 26, 2025
I agree with this. It is disjointed having to sign this separately, rather than in the client portal. Also, functionality for signature requests needs work, such as amendments if there is a typo or to cancel the signature request or keying in forms etc.