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Enhance EchoSign message capabilities

edited Nov 22, 2019 10:25AM in CRM 1 comment

Echosign only gives one message field to add comments to a document out for signature.  Its a shame, since the NetSuite embedded communication function is so good, with its ability to load verbiage templates and really hone the message. 

We would love to be able to leverage more of this great NS comms capability inside the EchoSign application. 

Any ideas on how to better customize and integrate these?  An example use case would be to use NS native comms tools to craft the message verbiage, and then have that be present in the Echosign email.

looking forward to hearing from all the smart people with great ideas.

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