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Bookings, payments and signatures Secure Inter-Company Workflows Showing videos tagged E-signatures · Show all videos · 🔗 Copy link to these videos
Bookings, payments and signatures 1:39 Two-party e-signatures Both people sign, and everyone gets the signed PDF. Secure Inter-Company Workflows NEW Connect one workflow across two separate organizations, like an intake team and a law firm, a realtor and an inspector, or two departments. Each company keeps its own account, team and data. Cases are handed over automatically, only the answers you choose are passed along, and both sides can follow how the case is going. See how it compares →
1:41 New-hire onboarding across HR, IT, payroll and partners One onboarding form tells IT, sends payroll their form and hands the background check to a screening partner. 1:18 Home services: from booking to signed estimate A homeowner books online, the technician gets the job, and the customer signs the estimate from their phone. 1:36 Buying a home, part 1: from offer to accepted The buyer signs the offer, the listing agent at another brokerage gets it, the seller counters and the buyer accepts, each step signed. 1:23 Buying a car: dealership, lender and customer A test drive booked online, the trade-in appraised, credit sent to the lender and back, and the buyer's order signed. 1:26 Renting out an apartment: application to keys The rental application, screening by a separate company, the lease signed on a phone and the move-in inspection with photos. 1:17 A change order: homeowner, builder and electrician A change requested with a photo, priced by the electrician in their own account, then approved and signed by the homeowner. 1:15 Booking an event venue: venue, caterer and sound An enquiry on the venue's website, a proposal signed on a phone, and the caterer and sound company each briefed in their own account. 1:03 Law firms: bringing in specialist counsel A family law firm sends a tax question to specialist counsel, who records the conflict check and signs the opinion in their own account; it comes back to the file with their bill. 0:45 Accountants: collecting client documents One link for the client: a document checklist, uploads and a signed engagement letter, all on one submission. 0:48 Accountants: a letter for the lender A lender requests an income verification letter from the borrower's CPA, who sends it back signed with a small fee.
