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9 Vote

Versioning for Global Forms

Internally, we need to be able to have controls around versioning of forms that customers wouldn't see. This will prevent us from having to use names such asSFG 5E Legal with Texas Disclaimers and allow us to use "Funeral Contract" which is what f...

Created 22 Apr 06:59pm by Kelsey Swearingen

Case Management / Documents

0 Future consideration
6 Vote

Payment Due By + 60 Days

Would love to have a tag that calculates the payment due by date + 60 days for the contract.

Created 5 Mar 09:29pm by Guest

Case Management / Documents

0 Future consideration
3 Vote

Signature Pad used during arrangements

Would be nice if Passare offered a means to electronically allow a customer to sign documents WHILE present at the arrangement meeting. We purchased these signature pads (Topaz esign, not terribly pricy) to use on laptops similar to those used at...

Created 3 Nov 06:13pm by Elizabeth Reed

Case Management / Documents

2 Future consideration
1 Vote

Forms :: Preview Option (prior to downloading form)

It would be great to have the ability to preview a form prior to downloading it to your machine. That way, users can confirm desired form and check for errors that can be fixed prior to downloading.

Created 23 Nov 06:43pm by Jennifer Noack

Case Management / Documents

0 Future consideration
1 Vote

Decouple SFG Sections and SFG Tags

If I use an SFG section for a document I cannot use an SFG tag for a separate document. Please allow both of these functions to work regardless of whether one is being used or not. An example would be using an SFG section for an at-need contract a...

Created 16 Jan 02:59pm by Guest

Case Management / Documents

0 Future consideration