Export Nicely Formatted PDFs and Request Digital eSignatures with Plannerly

As AEC professionals, we often find ourselves collaborating with others using online tools. While the ease of collaboration is great, there are times when we need to export our documents into a nicely formatted PDF that everyone can read.

In this article, we will explore how to effortlessly export your documents using automatic formatting AND include integrated eSignature! ✍️

CONTENTS show...

🎥 Video Demo:

Create PDFs and Request Digital Signatures Like a Pro!

Effortlessly Export Your Documents with One Click

To begin exporting your documents, simply navigate to the Export File option. With just one click, you’ll have access to various export options. Whether you want to export a scope, a timeline, or even multiple documents at once, this tool has got you covered.

Choose the Specific Content You Want to Export

Let’s say we want to export a document with a cover page, the BIM Execution Plan (BEP), and the contract. You can select these documents and proceed to choose the specific content you want to export. In this case, we only want to export the published content, so we can easily select that option from the dropdown menu:

Choose to publish only Published content in Plannerly Docs — Select Filters

Request a Signature for Review and Authorization

Once you have made your desired selections, you have the option to request a signature. This feature is particularly useful when you need to obtain approvals from stakeholders. By requesting a signature, you can ensure that the exported document is reviewed and authorized by the relevant parties.

request eSignature — Request eSignature – integrated inside Plannerly

Automatic Formatting and Status Tracking

The signatories would receive an email with a link to the document. When they click on the link, they will be directed to the signature panel. Here, they can draw (or type) their eSignature, confirming their agreement to the document. All eSignatures will be collected and displayed on the signature page.

Seamlessly Integrates with the File Manager

Additionally, this export tool seamlessly integrates with the File Manager, providing you with a comprehensive overview of all your exports and contracts. By utilizing this feature, you can effortlessly manage your documents and keep track of their progress. No more confusion or lost files – everything is stored in one centralized location.

Stay Organized and Meet Deadlines

By utilizing this tool to automate the signature process, you can eliminate delays and ensure that your projects stay on track. As the saying goes, “Don’t plan late, plan early with Plannerly!” With Plannerly’s easy export and signature request features, you can stay organized, meet deadlines, and keep your projects moving forward smoothly.

Conclusion

Exporting your documents with automatic formatting has never been easier. With Plannerly’s intuitive interface and robust features, you can effortlessly export your documents, track their status, and request eSignatures with just a few clicks. Say goodbye to manual formatting and arduous approval processes – Plannerly has you covered. Try it today and experience the convenience and efficiency it offers.

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3. Answers to some related questions 🤔

I’ve also tried to summarize below some answers to the most common questions that I get asked about this subject – I hope you can use them too:

How can I export my documents with automatic formatting using Plannerly?

To export your documents with automatic formatting in Plannerly, simply navigate to the Export File option and choose the specific content you want to export. With just one click, you can access various export options and effortlessly export your documents.

Can I request digital signatures for my exported documents in Plannerly?

Yes, you can. Plannerly allows you to request digital signatures for your exported documents. By requesting signatures, you can simulate the approval process and ensure that the relevant parties review and authorize the document.

How does Plannerly help in staying organized and meeting deadlines?

Plannerly enhances efficiency in the eSignature and approval process by offering automation features. This allows for seamless approval workflows and improved organization. By electronically requesting eSignatures, delays can be eliminated, enabling project timelines to be met promptly and deadlines to be achieved with precision.

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