User Sessions

User SessionsJun 11,2020

A “Session” is an doc + data filled into it. Usually this is used for sales, but it’s also good for HR packets and other complex forms. GOAL: Fill in a form and hand it off to a client to confirm, sign, and get back to you. Here’s the short overview… Note there are 2 Read More…

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…

Microsoft Word to SwiftCloud e-Sign

SwiftCloud has a converter and in most cases, simply uploading any .doc or .docx file should result in a good starting place for your SwiftCloud Docs. If the converter fails, here’s a good alternative: Use Google Drive to generate “clean HTML”. Steps: Upload to Google Drive. It will save as a .doc file. While these Read More…

Tracking Variables

Tracking VariablesSep 10,2019

SwiftCloud will now pass along any & all URL variables… …added to any incoming e-sign doc / form / invoice / landing page / asset in which we redirect the user after doing something. Most common: e-Sign doc(s). Why you care? You should – it’s powerful – here are a few uses: Sessions & User Read More…

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. NOTE: This is the help article designed for existing users; click to https://swiftcloud.ai/software/invoice-software to learn more about how our Invoice Software can help you. How to Read More…

Videomail

VideomailMar 05,2019

Email still works. Email + Video is better. Videomail is the single best way to get someone to watch a short video message, be it a sales presentation or something else like a testimonial.   People are busy, distracted, bombarded with messages, mentally tired… video helps. People will watch 3 minutes of video a lot 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…

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…