Many electronic signature users need an agreement signed by 2 parties: themselves and someone else i.e. a client. You have 2 ways to do this: PRE-SIGNED: The Easy Way: Pre-Sign it yourself. Easy, effective, does the trick, and then it…
RAVE Score
Rave Score is our Complete Customer Lifecycle Metric. It starts with 0 (completely unaware of you & your brand) to 100 (raving fan, refers you, reviews you highly online) and includes all the steps in between. You can modify this…
Map a Domain or Subdomain to SwiftCloud
GOAL: 100% seamless for your customers – YOUR logo, your colors, even your domain. We must be able to legally guarantee the contents of the signature, and for that reason, it must be on a server we control. That said,…
Group Email + Group SMS Policies
Summary: You need to build a reputation for not being a spammer; more on this below You must have certain legally required information set in your account – specifically, Your physical mailing address defined. Your company legal name defined (this…
Write Event to CSV Spreadsheet
A common request is to see a list of people who signed a doc. This system actually works with any of our systems – E-Signature, e-Commerce / Shop / Store, lead capture, event scheduler, etc – the same system applies….
Electronic Signature With Payment (Sign & Pay)
You can now get a signature and payment all in one step, on one doc. NOTE: If your doc contains Electronic Signature and a Payment Form, we will automatically change the button to Sign & Pay We have a variety…
CSV Import
How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software.
Autoresponders / Appointment Reminders / Lead Nurturing
Automate your follow-up and reminders with SwiftCloud Sequences! This is also known as Appointment Reminder Software (Before + After Mode in our system) Lead Nurturing Software (After-only mode, i.e. Drip Marketing / Autoresponder Mode) Also, here’s a bit of a…
Appointment Scheduling Software
NEW: This is now in public beta, free for all of 2021. This is the support help file, not the main product sales page for our Appointment Scheduling Software / aka SwiftSchedule.com + SwiftCalendar.com We’ll have a sunrise “grandfathered pricing”…
API: Electronic Signature
Note our Electronic Signature API has 2 parts: Inbound & Outbound eSign / eDocs: Inbound: Inject variables into a contract or doc to be signed. This can even include a base 64 image (say, for an X-ray image, or driver’s…