sales

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…

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,…

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…

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…

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. TIP: This is one of 9 ways to get paid using…

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…

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…

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…