Help Center

Improved

Fixed

💡 Share your ideas

plannrtechnologies

Backlog

Planned

In Progress

Completed

Rejected

Accepting Feedback

Integration

Formbuilder

Time Tracking

Reporting / Exports / Searches

Conversations

Documents (File System)

Tasks

Settings

Client Portal

Contacts (Clients / Prospects / Employees / Introducers)

Income Reconciliation

Notes

Cases

Imports

Fact Find

Groups

Document Builder

Automations

Notifications

Workflow

Dashboard

New Business Events

Custom Fields

Branding

Circles

Audit

Plans

Plans - Valuations

Plans - Transactions

Signature Request

Valuation report

General Navigation

Other

Hey {name|there}! 👋

<p>We need to get several forms e-signed by clients which we currently achieve outside of Plannr by uploading PDF documents for the client to sign/approve. We therefore need Plannr to allow Signatures to be requested on uploadable PDFs rather than just on templates as is currently the case.</p>

Signatures on uploadable PDFs

Richard Fyfe

Plannr Technologies

Signatures on uploadable PDFs

Subscribe to post

Subscribe to post