InsuredMine CRM | Optimize and Grow Your Insurance Agency

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 send it for eSignature, that file will be available in the eSignature document list under the eSignature tab.

To view the enhancement:

  • Navigate to Pipelines

  • Click on a Deal Card

  • Navigate to Files

  • Click on Add file

  • Upload the file and click on Save

  • Click on 3 dots icon

  • Select Send for eSignature

 

 

  • You will then be navigated to the eSignature page to add signers

 

 

  • Navigate to eSignature tab in the extended view of Deal Card

 



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