Right now, Commerce Hub quotes do not support adding extra custom fields for signers to fill out directly on the e-signature screen (e.g., a free-text “Billing contact” field). Signers are limited to the standard signature-related inputs plus any billing/shipping details you choose to collect at checkout.
I would really appreciate being able to collect additional details during the e-sign process. I understand workarounds are collect the information before or send a follow up form, but this is extra friction for our clients during the closing process.
Hey @doubledashing,
Thanks for posting in the Community!
Definitely understand the value here, for which I’d recommend posting this directly in our Ideas Forum. This would allow other users to upvote your idea, expand on it, and present the need directly to our Product team!
I hope this helps!
Shane, Senior Community Moderator
Hey @doubledashing, Emily from the Commerce Hub Product team, we have custom coded modules live for CPQ and we’ve seen some customers leverage AI/Claude to add additional fields to their quotes and have that data flow back into the CRM record