Allow Multiple Clients to Sign Agreements Individually
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mikehanneman
Problem: The Order Form allows adding multiple clients; however, only the primary client is able to sign the agreement. This limitation reduces the effectiveness of the multiple-client functionality, as secondary or additional clients cannot sign the agreement. In many cases, inspection orders include two or more clients, such as investment partners or married couples, where all parties are required to sign.
Example: An inspection order is created with two clients listed on the Order Form (for example, spouses purchasing a property together). When the agreement is sent, only the primary client receives the signature request, and the second client is unable to sign, even though both are listed on the order.
Suggested Solution: Allow all clients added to the Order Form (primary and additional clients) to sign the agreement individually. The agreement should display the names of all clients and record each signature separately. This would ensure proper authorization and better support orders involving multiple clients.