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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
Ability to send signer to a custom URL once signing is completed
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
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
Ability to send/receive Esign documents via SMS/ text
Now you can send and receive ESign documents through SMS text and email id. So, while adding signers you will have the option to add
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
Send Documents for eSignature from Contact360, Account360, and Deal card
You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. Contact 360 Account
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
