Custom Form Creation: Easily create custom forms using pre-designed templates or build from scratch.
Workflow Streamlining: Custom workflows and bulk actions to streamline processes.
HIPPA-Compliant Tools: Compliance reports, compliance monitoring, data mapping and encryption for industry regulatory compliance.
Document Signing: Advanced features like digital document signing, mobile signing, drag-and-drop signatures and signature templates
Exceptional Customer Support: Customer success manager, product guides, tutorials and one-on-one support via phone and email.
Integration Capabilities: Integration with popular CRM platforms like Salesforce and HubSpot, as well as eSignature solutions like HelloSign, DocuSign, and Zoho Sign.
Free Trial: Test the platform before committing.
Signature Management
Digital Signatures
In-Person Signatures
Signer Delegation
Signer Redirection/Referrals
Signing Order
Signature Types
Hand-Drawn Signatures
Typed Signatures
Image Signatures
File Management
Document Display
Document Merge
File Sharing
File Generation
Digital Forms
Supported File Formats
PDF
DOCX
Drag-and-Drop Builders/Designers
Form Builder
Document Designer
Signature Designer
Customizable Items
Custom Workflows
Custom Signatures
Custom Templates
Reminders/Alerts
Signature Reminders
Signature Requests
Data Management
Data Mapping
Data Lookup
Data Migration
Data Export
Systems/Administrative
Bulk Actions
Reporting & Analytics
Audit Trail
Compliance Reports
Identity and Access Management (IAM)
Role Based Access Control (RBAC)
Single Sign-On (SSO)
Cybersecurity Features
Firewall
Encryption
Integration Options
APIs
Third-Party Integrations
Salesforce
HubSpot
HelloSign
DocuSign
Zoho Sign
Signable
Microsoft 365
Microsoft Word
Adobe
Adobe Acrobat Sign
Compliance Accreditations
HIPAA
Limits
Form Limit
After-Sales Service
Phone Support
Email Support
Web Support
Training/Tutorial
Product Guide/Manual
Dedicated Account Manager
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