Document Tracking:

• Real-time tracking and notifications
• Analytics on document engagement

E-Signatures:

• Legally binding electronic signatures
• Multi-party signing and sequential signing

Sales Automation:

• Automated follow-ups and reminders
• Personalized video messages

Integrations:

• Seamless integration with CRM systems like Salesforce
• API access for custom integrations

Cost:

• Higher pricing compared to basic e-signature tools
• Some advanced features available only in higher-tier plans

Learning Curve:

• Initial setup can be complex
• Advanced features may require additional training

Customization:

• Limited customization for certain document types
• Requires internet connection for full functionality

Lacks Client Engagement:

• Lacks collaboration tools between coworkers
• Unable to assetize conversations with clients on the same page

Free Plan:

• Limited features and usage.

Essential Plan:

• $15 per user per month.
• Basic sales document management and e-signatures.

Professional Plan:

• $40 per user per month.
• Advanced sales automation and analytics.

Enterprise Plan:

• Custom pricing.
• Full-featured solution with extensive customization.

Sales teams, customer success teams,
account managers