PactSafe Launches Chat-to-Sign, Converting Live Conversations Into Legally Binding Contracts

By Greer Williams on Sep 19, 2018 8:05:48 AM

First, a personal note from our founder and CEO, Brian Powers:

So as not to bury the lede: today I am excited to announce Chat-to-Sign by PactSafe, integrations with Slack and Intercom to help businesses convert conversations into legally binding contracts. PactSafe will have an app on both app stores to enable the integration.
 
When we first started PactSafe, we saw an opportunity to help legal teams embrace the ever changing, evolving landscape of technology. As we have learned from our customers over the years, almost every business has some focus on how to better use technology to reduce friction—whether it's internally or externally. Internally, it's called "operations". Externally, it's called the "experience". Either way, they're both incredibly important. Delivering experiences that are seamless, easy, and frictionless to both internal and external stakeholders are what will help your top line and bottom line.
 
It's why we've invested so much in our API, integrations, and an extensible platform that can empower you to build the experience you need.
 
Thank you for all your support now and in the future! Check out chat-to-sign and ask us what it could mean in terms of time savings for your business.
-Brian

INDIANAPOLIS - September 19, 2018 - PactSafe, the workflow platform for contract acceptance, today announces the launch of Chat-to-Sign, a new product of its platform that integrates with collaboration hub Slack and customer messaging platform Intercom to allow signers to accept contracts inside of chat conversations.

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Connect with PactSafe at Dreamforce 2018

By Greer Williams on Sep 18, 2018 1:06:49 PM

Check for updates on our Dreamforce page!

Topics: Dreamforce
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Your call center best practices are missing one major thing: mobile-friendly contracts

By Brian Powers on Sep 7, 2018 10:00:03 AM

There are several resources with best practices for call centers, filled with advice and tips on how to improve customer engagement over the phone, including customer support and sales. There’s a major factor most of these resources are missing when building benchmarks for successful call centers: how to make your contracts more mobile-friendly.

Topics: Workflow
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GDPR: 5 Examples of well-presented privacy policies

By Greer Williams on Aug 30, 2018 2:01:00 PM

It’s been three months since the General Data Protection Regulation (GDPR) went into effect, and some businesses are still working to get their compliance plans in place. While there’s a lot of GDPR-fatigue (Forbes’ breaks down several unexpected consequences of GDPR, like roadblocks for blockchain data storage, poor customer service, photography under GDPR compliance, and more), businesses still have to make the new adjustments associates with the regulation.

Topics: GDPR
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How California’s new Consumer Privacy Act might affect digital advertising

By Greer Williams on Aug 16, 2018 8:48:25 AM

This past May, the General Data Protection Regulation (GDPR) went into effect. This regulation requires businesses to obtain affirmative consent from a data subject to use their personal data. It also requires a business to provide a user the ability to revoke consent, and this action must be tracked and logged and easily presented.

Topics: GDPR
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PactSafe Secures $5.5M Series A to Scale High-Velocity Contracting Solution

By Greer Williams on Jul 11, 2018 9:08:36 AM

INDIANAPOLIS – July 11, 2018 – PactSafe, a cloud-based contracting platform, today announces completion of a $5.5 million Series A funding round. The round was co-led by Mercury Fund and Signal Peak Ventures, along with repeat investors Elevate Ventures and Vulpes Testudo.

Topics: Pactsafe press
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GDPR: Double opt-in plus GDPR Consent Management for effective and compliant email marketing

By Greer Williams on Jun 28, 2018 2:42:03 PM

By now, marketers should know that the General Data Protection Regulation (GDPR) went into effect on May 25, 2018. A common belief is that double opt-in methods for email marketing solves the regulation’s requirement for gaining consent to collect and/or process a person's (or, data subject’s) data—but it doesn’t. Why? Let’s break it down.

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This is what your e-signature API should be providing

By Greer Williams on Jun 20, 2018 12:31:43 PM

E-signatures have been an important part of many businesses' digital transformation. They’ve reduced paper waste and time spent printing and scanning contracts by replacing ink on paper with digital ink on PDFs. E-signatures should be easy; however, e-signatures on PDFs are just a stepping stone to a truly digital contract workflow transformation.

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Workflow is the secret to GDPR consent management compliance, not double opt-in

By Greer Williams on Jun 14, 2018 9:00:00 AM

The General Data Protection Regulation (GDPR) has been enforceable for several weeks now. Leading up to its May 25 deadline, many marketers were (and still are) evaluating their consent capture and tracking methods, ensuring it was up to par with this new regulation. Where many fall short of compliance is by relying on double opt-in methods. Let us first state this: The information a double opt-in collects on its own is not enough to prove consent. When a user opts-in to your company’s newsletter by filling out a form, the link to complete the sign-up in the confirmation email does not provide the information needed to prove consent under the GDPR.

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Rethinking e-signature for the consumer-driven B2B economy

By Greer Williams on Jun 7, 2018 9:11:08 AM

The present economy is trending towards being consumer-driven. That is, not only do your customers want instant access to your services anywhere at anytime (usually via a mobile device), they want it to be easy to use and self-service.

Topics: Text to Sign b2b
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