InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSignatures

e-signature

eSignature tab in Pipeline

Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and

ESign Draft

Now you can save your Esign drafts and start working from where you left off next time you log back in.   To view the

Search contact in eSignature

While sending documents to the signers, you need to add the signers’ names, email IDs, and phone number. Now while adding signers, you will find

Textbox and Checkbox in eSignature

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

eSignature

Now, insurance agents can sign and send any essential document to their clients and receive the signed document back from the client via email. This