The Easy E-Signing LeadApp allows the customer to quickly and securely access and sign documents. It works fluently both on desktop and on mobile.
How it works?
The agent sends an invitation via email or SMS to a customer directing to the contract to be signed. The contract is considered as signed, when the customer enters the last page of the document (Confirmation/thank you page). The agent is able to see if the contract document was viewed and if if was signed.
Sending an invitation to the customer
During a call, you will see the E-sign tab in the contactcard.
Once you sent an order (not just select) through the contactcard, you can reload the information in the E-sign tab and select the e-mail or SMS invitation to be send out to the customer.
The customer will receive your invitation and is then supposed to click on the link in the message itself. The customer will be directed to the contract document, at which point they will have to follow the instructions on the contract.
Reviewing accepted documents by your customer
If the customer accepts the document that you sent, you can review this as:
Open the contact card (either during the call, or from history view) and then the E-sign tab.
From here you can see what pages were viewed at what time and whether the customer entered the last page and the contract is considered as signed.
You will find the order information with order ID on this page too.
The reload button allows you to refresh when necessary.
