Online Proposals and Agreements
Provide Clients an eSignature Process for Proposals and Agreements
Stageforce now offers online document signing (eSignature) for your clients directly using a fully integrated workflow. Manage proposals, contracts, addendums, or any type of document and receive real-time feedback when approved, declined, or partially approved. Phase one for this feature supports the upload of PDF agreements. Future releases will include online document creation.
Robust Agreement Options with Customizable Agreement Page
Have multiple signatures needed? No problem! Have a number of staging options available for them to choose from? No problem! We built a number of flexible features in our initial release to accommodate more complex needs.
Your company’s logo is displayed along with customizable headlines and messages to ensure a unique client experience.
Share Link via Email or SMS Text using a Tiny URL with Pre-Crafted Messaging
An online agreement page is created by Stageforce that can be shared through any means you communicate with your clients. For text and emails, we pre-create messaged that you can modify for super quick sharing of the agreement link. We’ve even made the link use a generic domain (mystage.link) so that the name Stageforce is not displayed to your clients.
Get Real Time Response Notifications and Automatic Project Status Updates
When agreement statuses are changed to Sent or Approved, the Stageforce Project Status will be automatically updated to the appropriately. Get notified on all client responses via Mobile Push Notifications, Email, and In-app Notifications. The system records the time and date of the response and if declined, provides a message from your client.
More Features in Development
Payment Processing
Customizable Emails (sent via Stageforce)
Document Creation using an Online Interface
Save and Use Customizable Templates
Quickbooks and Xero Integrations