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Complete in Any Order - Collaboration

New Here ,
Aug 03, 2017

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I'm trying to create a "kit" for my sales team that would include multiple templates - a credit application, a price quote, and a few other documents. Some of the templates would require input from the customer, some require input from the sales team. Does "Complete in Any Order" allow two or more people to access the documents, enter information and save that info so that others accessing can see that information?

For instance, if the customer is entering information into the credit application and they exit before finishing. Will the info entered be saved so they can come back to it later to complete? And, if saved for later completion, will the sales person that access the packet to enter price info be able to see the credit app partially completed?

If it allows signers to access, complete in part, and allows others to see the partially completed documents, we'd have a good first step to collaboration between sales, support, and customer.

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Complete in Any Order - Collaboration

New Here ,
Aug 03, 2017

Copy link to clipboard

Copied

I'm trying to create a "kit" for my sales team that would include multiple templates - a credit application, a price quote, and a few other documents. Some of the templates would require input from the customer, some require input from the sales team. Does "Complete in Any Order" allow two or more people to access the documents, enter information and save that info so that others accessing can see that information?

For instance, if the customer is entering information into the credit application and they exit before finishing. Will the info entered be saved so they can come back to it later to complete? And, if saved for later completion, will the sales person that access the packet to enter price info be able to see the credit app partially completed?

If it allows signers to access, complete in part, and allows others to see the partially completed documents, we'd have a good first step to collaboration between sales, support, and customer.

Topics

Questions Need Help

Views

108

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

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