Upload Template Document for Agreements
It would be great to be able to upload a PDF document into the agreement template builder and then add fillable fields and signature properties for recipients to fill and sign. For example uploading a government form. Similar to DocuSign.
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Yes this is a major barrier to us using the agreement function. We would love to use Agreements but its very difficult to format them, and government documents can't be replicated. We use external software that allows us to upload an existing PDF and add custom fields and signatures. Sadly the aXcelerate Agreements feels very lacking in comparison and it is preventing us from using it.
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Would love to hear an update.
Yes, this has become a significant obstacle to us adopting the Agreements feature. We’re genuinely interested in using Agreements; however, the formatting limitations make it extremely challenging—particularly because government documents must be reproduced exactly as issued.
Our current external software allows us to upload an existing PDF and simply overlay custom fields and signature blocks, which suits our compliance needs.
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