Invoice / Estimate / Quote / Receipt Generator

We needed this, some clients needed it, so we built it. This system is great for… Estimates & Sales Quotes & Sales Proposals Invoices due Receipts, Credit Memos, etc. How to make an Invoice / Estimate / Quote / Proposal / Receipt using SwiftCloud… TIP: These are great for Sales Proposals, by bundling them into Read More…

Landing Page Generator – Sales & Recruiting Automation

SwiftCloud now contains an easy instant landing page generator. It’s simple, easy to use, and powerful. It’s so simple that as long as you have the sales video done, you can create pages nearly as fast as you can write the headlines. Related to this is video sales pages, which don’t contain a form at Read More…

PDF e-Sign Fields: Fixed Width

We have a new option on e-signable PDFs, designed for fixed width spaces – the little boxes style often found in official government forms. Here’s how to use it – it’s very easy, once you know where to look… First, add a field as usual by clicking the orange box. This is after you have Read More…

2.38 Updates – Invoices & Estimates, Portal Software, Video Marketing & More

Version 2.38 of SwiftCloud introduces the following systems Major Components Invoices / Estimates / Quotes / Receipts is now in Phase 1: “Just the Basics”. We’ll make this better over time – for now, it’s great for project estimates and sales quotes. And it’s free, for now, at least through all of 2019. Video Systems Read More…

Missing Email

Missing EmailJun 24,2019

If you’re seeing this page, your form is missing an email field and it is required. Add [swift_email] for the signer somewhere – anywhere – into the document. Email (we’ll send you a signed copy of this doc): [swift_email] [swift_email] NOTE: High speed mode does not require email. The signer will not get a copy Read More…

SwiftCloud on YOUR Domain – Subdomain CName Mapping

SwiftCloud’s new structure is designed to work your way and provide a structure to interface with your clients. SwiftCloud allows for your logo and colors, and is designed to be installed on your domain. You can setup https://Whatever.YourDomain.com for e-Sign, Forms, Client Portal & more. This will help you set up something like https://secure.YourDomainHere.com  …and Read More…

Using Your Doc / Asset / Etc – What’s Next?

Sweet! You’ve published your doc! Now what? The next step is to make it easy to use, which will vary by your business. Here’s what we recommend…. First, grab a keyboard or paper and jot down – when do you currently get docs signed? That will determine the best way to implement your assets. By Read More…

Language Settings in SwiftCloud

How to Set Up Multiple Languages in SwiftCMS: This is easy enough to set up, though be advised it doubles or triples your website maintenance, so it’s best used with smaller websites under 20 pages.

User Sessions

User SessionsMay 09,2019

A “Session” is an asset + personalized data within it. Examples: e-Sign docs that require multiple parties to sign, and Party A has signed but not yet Party B Complex forms on which a user saved their session, so they can return later – such as for a business financing application requiring tax returns HR Read More…

2.37 Updates – High Speed Mode + Version Control

2.37 – Core Systems Solid + PDF e-Signature is done. This is the last big release before version 2.4, though we’ll have a few small updates on the way. Introducing High Speed Electronic Signatures This was originally designed for a water park that needed 1,000 signatures per day. You can read more about it at Read More…