SignWell
Send the proposal Go Fig drafted for signature from your own SignWell account after your OK, and see when the client views and signs it.
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Send the approved proposal for signature and see when the client signs.
Send the proposal Go Fig drafted for signature from your own SignWell account after your OK, and see when the client views and signs it.
Go Fig fills in the proposal from your notes, the email thread, and the CRM record, and shows the words each value came from. It never guesses a price, a headcount, or a date. You check it before the PDF is made.
Once you approve the send, the signature request goes out from your SignWell account. The client sees your company as the sender, and the signed copy sits in your SignWell library.
SignWell tells Go Fig when the client views, signs, or declines the agreement, so the status shows up without anyone checking.
Tell a solutions engineer what your team uses. You'll see what connects on the call.