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Introducing: Public Document Link for E-signing Now Available on Bosseo CRM
In today’s fast-paced world, the demand for digital solutions that streamline business processes is greater than ever. At Bosseo CRM, we are constantly innovating to meet the evolving needs of our users. That’s why we are excited to introduce the “Public Document Link” feature for e-signing on Documents & Contracts. This new feature is designed to make the creation and management of e-signature documents more seamless and efficient.
What’s New?
Public Document Creation
With this feature, users can create Public Documents for signing directly within the ‘Templates’ section under ‘Documents and Contracts’. This capability gives businesses the flexibility to prepare documents that require signatures without needing to add each recipient as a contact. It’s perfect for situations where a standard agreement needs quick, widespread approval.
Shareable Links
Once a document is published, a unique shareable link is generated. This link can be easily distributed to recipients, allowing them to sign the document at their convenience. This not only saves time but also enhances the reach of your documents, ensuring more efficient workflow operations.
Response Management
All interactions, including signatures and responses, are captured and easily accessible for future reference. Users can view or download this information from the ‘Responses’ section, providing a comprehensive record-keeping solution.
Unpublish Documents
If a document reaches sufficient signatures or is no longer needed, you can unpublish it to stop receiving additional signatures. This simple action ensures that you maintain control over active agreements and prevent redundant responses.
How to Use the Public Document Link
Using this feature is intuitive and straightforward. Start by navigating to the ‘Templates’ section, click ‘New Template’, and select ‘Publish’ – alternatively, choose ‘New’ and then ‘Create Public Document’. Once your document is set up and published, share the generated link with your recipients. The signing process is simple and requires recipients only to enter their first name, last name, and email to complete their signature. A copy of the signed document is sent directly to their inbox, ensuring both parties have immediate access.
Why We Built It
This feature was developed in response to a common need among businesses for fast and uncomplicated contract execution. Whether it’s a home improvement agreement, legal paperwork for firms, or documentation for medical practices, the Public Document Link simplifies the signing process by eliminating the need for adding each signing contact individually. This functionality is particularly valuable in scenarios where a standard agreement needs to be signed on the go without the complication of a drawn-out contact addition process.
Use Cases in Diverse Industries
Home Improvement
For home improvement businesses, the need for rapid contract signing and client agreement is crucial. With the Public Document Link, service agreements, quotes, or change orders can be sent and signed by clients without delay, enhancing operational efficiency and client satisfaction.
Law Firms
Legal practices can benefit immensely from this feature. It simplifies the process of obtaining client consent or signing standard engagement letters, thus saving valuable time that can be better spent on client consultation and case management.
Medical Practices
In the healthcare setting, having patients sign consent forms or treatment agreements digitally removes the hassle and reduces the physical paperwork burden. These documents can be signed and returned swiftly, ensuring that patient processes are not delayed.
All in all, the Public Document Link feature is a step forward in making digital document management more accessible and efficient across various fields. Whether you’re managing contracts in a renovation project, handling legal documentation, or coordinating medical agreements, Bosseo CRM stands ready to streamline your workflows.
Discover how the Public Document Link can transform your document management today by integrating this powerful tool into your business processes, and stay ahead in the digital era with Bosseo CRM.
