So. rad.
Request: is there a way to just save the W9 locally? (vs using the service to send it to the recipient)
Often I'm already deep in an email thread when someone asks me for a W9, and ideally I'd just be able to attach it inline. In fact, a local file that was "always up to date" would be KILLER. Currently I keep a filled W9 PDF and have to change the data manually before sending. A magical PDF with the current date would be so. perfect.
@8bit probably a silly question, but is there some magical way this downloaded copy stays in sync with the current date? Or would I need to return each time for a fresh copy? AFAIK, everything can be static but that dang date.
it'd be awesome if you guys integrated with docusign for other on boarding docs, like NDAs and contracts or such. That way i could give some one a single link to go and generate/fill out all their paperwork!
@8bit It seems someone like Intuit, Docusign, Upwork, etc would buy/build this... easy branding opportunity.
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@8bit a bit of extra feedback:
when viewing the completed W9, the "create organization" button top right is looking messed up for me.
the signature is also in like a times new roman type font for me, when it was showing using a handwritten font when "signing".
screenshot:
@8bit@chhhris this is actually not many tabs for me; I've had much worse situations ;)
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Looking great! We request 50-100 new W9s per month. I'd love to chat with you guys more on the solution. Any API integrations in the works? My use case would be plugging TOMO into our registration and backend workflow. All the best!
Congrats, John! I can't wait to try this out. Glad to see you're still innovating!
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@8bit I would love to see something that handles Certificates of Insurance as well. W9's and COI's are the 2 things every one of our vendors have to supply before doing work for us.
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