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New Feature: Proposals & Estimates Multiple Recipient Signature Support

December 05, 20232 min read

We're thrilled to introduce a powerful enhancement to our CRM that will make your document signing process more efficient and secure. This new feature allows you to assign signature elements to multiple recipients within a document, eliminating the need for individual assignments.

What is the Proposals & Estimates Multiple Recipient Signature Support? This feature allows businesses to streamline the signing process by enabling the assignment of signature elements to multiple recipients within a document, eliminating the need for individual assignments. 👇🏻

⭐️ Why does it matter to your business?

  • Efficient Document Signing: Save time and effort by assigning signature elements to multiple recipients, including the business user sending the proposal.

  • Individualized Signing Links: Each recipient receives a unique link to sign their specific part of the document, ensuring accuracy and convenience.

  • Comprehensive Tracking: Capture valuable information such as IP address, location, and date/time for all signatories, enhancing document security and accountability.

⭐️ How to use Proposals & Estimates Multiple Recipient Signature Support: To start using this feature, follow these straightforward steps:

  1. Access Proposals & Estimates: Navigate to the Payments tab > Proposals & Estimates and click + New.

Proposals & Estimates Multiple Recipient Signature Support
  1. Assign Signatures:

  • Within the document, select the recipients who need to sign.

  • Assign signature elements to each recipient, whether they are a signer or a CC recipient.

Proposals & Estimates Multiple Recipient Signature Support
  1. Primary Recipient:

  • The first added recipient serves as the Primary recipient, with custom fields populated accordingly.

  • An invoice is automatically created for the primary client once the document is accepted/signed by all parties.

Proposals & Estimates Multiple Recipient Signature Support
  1. Signature Links:

  • Each recipient, including the business user sending the proposal, will receive a unique link for their designated signature elements.

  • Recipients can securely sign their respective portions of the document using the provided links.

Proposals & Estimates Multiple Recipient Signature Support
  1. Tracking and Certificate:

  • After all participants have signed/accepted the document, a signed PDF copy is generated.

  • The signature certificate captures crucial information, including IP address, location, and signing date/time for all recipients.

Proposals & Estimates Multiple Recipient Signature Support

This feature simplifies the document signing process, enhances security, and ensures a seamless experience for all parties involved.

To enable this feature, simply log in to your CRM, head to the document section, and start streamlining your document signing process today.

proposalsestimatesmultiple signers
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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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