Bryce Blackham asked us, “Do you know if it’s possible to have a form that I can send to people and collect their signature that will store as a pdf in agent CRM? (A feature that might work like DocuSign)

“Yes! You can create a form with the information you needed from your contact and create a Signature type Custom Field!

You can do one in Settings > Custom Fields > Add Field > Signature.”

Forms & Surveys

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