SwiftCloud for Sales

Note this is the support system, so here we’ll cover using SwiftCloud for sales. We’ll link to other articles for greater detail, and will add a recorded webinar soon. This is a “super-article” in that it will link to sub-articles, though you can definitely think it will give you super powers too. Here’s one method: Read More…

User Sessions

User SessionsApr 27,2019

A “Session” is an doc + personalized data within it. TIP: Often used for sales contracts or HR packets. Note there are 2 Modes to Sessions: SALES “ACTIVE” MODE: Parties are known – “Backend Mode”. Example: Sales Contract for a specific client. WEB “PASSIVE” MODE: Parties are unknown, and automation rules are created based on Read More…

Envelopes for Electronic Signature & Sales

Envelopes allow you to bundle many related docs & other items together. These can contain things like… Electronic Signature Docs and/or PDFs Invoices Product e-Commerce Details Boilerplate text / docs or spreadsheets PDFs, images, videos such as a video about your company Almost any doc that can be uploaded to SwiftCloud Think of it as Read More…