InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add new contact through eSignature

Now you can add a new contact while sending a file to the concerned person for eSignature. 

 

To view the enhancement:

  • Navigate to eSignature and add the document
  • Click Next
  • Type the name
  • You will get the option to add a new contact along with any existing contact suggestions
  • Click on Add as new contact
  • Put an email id or phone number.
  • Click on Add

Now move to contacts in the contact list you will find the new contact created from the eSignature module.

Note: If you won’t select Create Contact from the drop down then there won’t be any new contact created and the file will be just sent for signature.

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