There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees.
As part of our systems advice work, we’re often looking for ways to take a generic document, map the fields and then create a shareable link that can be added to email templates (that are either automatically or manually sent).
From our research, the only options for esignature software that allows for this one-to-many approach are:
RightSignature – $US75 per month. A pricey option for this software that allows the shareable link and allows for responses to be sent to non-account holders (handy for emailing into CRM/PM software)
Fill – $US19 per month for basic esignature functionality
SignNow – $US15 per month for individual signing links
HelloSign – $US50 per month for their branded option
InsureSign – $US31.95 per month for reusable forms, branding and sending for esignature via text/SMS
I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow: Client (system some clients have multiple systems which can be separated) Project/Request under client Definition Development Test/review (approve go to regression test- fail go back to Development) CI/CD release to QA Regression test QA (approve go to client …
Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process.  When prospects send the documents it will notify me.  I have list of documents required, and I select the documents that are required from …
If you’re looking for simple visual PM software that includes Kanban and Gantt chart views, you’ll want to check out using Trello with the GoodGantt power-up. Also includes staff availability tracking, dependencies, stats and progress filtering.
Question: I’d like to put in place a set amount of systems and software where my VA’s can log in and know how to do the job. For example, one process would be: onboarding a client, sending the intake form automatically, reviewing intake form, a VA develop questions from the intake form, send them to …
I need esignature software with a single shareable link
There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees.
As part of our systems advice work, we’re often looking for ways to take a generic document, map the fields and then create a shareable link that can be added to email templates (that are either automatically or manually sent).
From our research, the only options for esignature software that allows for this one-to-many approach are:
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