Review Business Documents Online
Create a paperless workflow to handle purchase orders, quotes, HR documents, and more.
Enhance your CRM and make business documents customer-friendly
Automate Bulk Digital Signing and Printing
Here’s how simple the approval process can be: Sales executives create the proposals in their CRM to be for their managers to review before sending to the customer. Then, managers can review the finished document and all activities via a web interface configured to recognize active directory credentials. You’ll know where a document is and who has signed it.
Attach additional content
Want to add your own message to an official form? Your managers can attach pricing structures, discounts, product features, instructions, and more. You can even automatically add text from external files as you prefer.
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