On top of adding a section, a form, a payment or a signature request to your templates and applications, you're also able to add a new kind of required item called Tasks to be completed.

This new feature will allow you to require a task to be completed offline or on a website, it could be a task such as:

  • Viewing an article on another website
  • Booking a meeting through a online platform
  • Filing out an official form on a government website
  • Doing an action in real life 

Your clients will be able to mark the task as completed from their portal and all you'll have to do it to approve it or not from your admin panel.

Adding a form to the template

Requesting a payment

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