Getting Started
Setting up account
Navigate to Templates>Marketplace to view our out of the box applications ready to use. These applications are connected to the PDFs you need.
Getting to know the platform
The customer record is where you can manage all of the data, documents, certificates, and integrations for your customers. Each customer record has 4 different sections; Data, PDF, Docs, and Integrations.
eSignature
Our eSignature is very similar to the DocuSign experience. Your customers will be able to click and sign and save their signature to efficiently fill out your applications. Additionally, we have multi-signer so if the business has mutliple owners, they can each fill it out individually.
Once an application gets signed, you can download the e-signature confirmation out of our Customer Record.
Add Docs Upload to Online Form
Requesting, Uploading, and Downloading Supporting Documents
Adding Supporting Documents to an online form
When you are building your applications, you set which documents are collected from the customer. You have the ability to make each document required or not, provide help text, and much more.
Universal Tag Manager (UTM)
We give you the ability to add UTM Parameters to your applications so you can track where each customer is coming from.