RBO Feature Requests

I use a different cloud-based document storage other than Google. I would like a button or at least an option to download all transaction documents to a folder on my computer. That way I can essentially click "Download All" and save the transaction documents to a folder. Right now I have to individually download each document to the folder.

Purchase contracts and disclosures have multiple lines for address, agent name, etc. Is there a way when creating a template to assign those fields based on the data in a transaction so that it autopopulates by assigning the transaction one time instead of picking the fields for each line that has to be filled out.

I set up a new transaction. When I went into the tab for adding contacts, it popped up with my title office and title officer that was already in the system. I clicked "add to transaction contacts" and it opened up a page where I needed to input all of the data for the title officer again, instead of it just pulling from existing info already in system

when adding a contact, can we not have the phone and email required? Sometimes all we have is a facebook or linkedin or IG connection and we dont have the phone or email yet

any way we can add tags (people, user) and lead sources directly from the screen under general setting (+Tag, +Source buttons on top right would be nice) that shows those vs having to add them new when we add a user? I am having to create a test user to input all of the tags etc

Can you add a dialog box before the document goes out for signatures so that we can write a single message to the recipients, so they know what the document is for? Also, a subject line.... or is the subject line just the document title?

I am in working documents adding signers to the document. All of the signers are in the CRM with emails. It would be great if the working docs could pull the emails directly from the CRM! What happens now is ONLY if I have previously sent a doc needing signatures and had input the email manually, will the email show the next time. But the first time we send the docs out, we have to cut and paste from the CRM to the doc

Am in the create transaction area. There is no place for me to put a company name for when I am taking a business listing! IT IS ONLY SET UP FOR REAL ESTATE. Can we have some extra fields for business brokering?

when we add a document to a working folder, it would be nice to be able to move it to another folder! Right now, wherever we upload it to appears to be the only place it can be.