You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. Contact 360 Account 360 Deal
Description-We can now schedule eSignature doc to send using the new feature. UseCase-Â Ease of sending documents to signers to produce results on time Navigation- Navigate
Description – Send reminders globally and individually to signers to complete the eSignature process. Benefit – Personalized timelined reminders for individual documents, increasing the effectiveness
Now you can add a new contact while sending a file to the concerned person for eSignature. To view the enhancement: Navigate to eSignature
You can send an URL along with the document that needs to be signed by the signer. Once he/she will sign the document, he/she will
Description: See the original document that was sent for signature in the eSignature module. Benefit: Look for missing information by comparing the completed form to
Update – InsuredMine now extends the eSignature feature with an added search by title and filter options. Application – The revamp makes it easier for
Description- You can view signed files for the Contact, Account, or Deal card under the Files and eSignature section for the Files sent for eSignature
Description: For the agent and admin, reports for the eSignature module will be generated. Benefit: The analysis of reports will aid in understanding the dynamics
Description – Bifurcated view of admins and other agents’ eSignatures. Use case – Easier for the admin to segregate the eSignatures assigned by them and
Now you can insert a textbox and checkbox in a PDF document before sending to recipients for eSignature. Textbox can be helpful in adding any
Update – Agents may now send multiple files in one go for eSignature. Use Case – A more efficient method for agents to share eSignature
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