Contract cloning? Check. Viewing signers and activity by group? Check. Comments? Check. Gangs all here for release day! And per usual, our team has been working hard to bring you new and exciting features inside the app. Here's the scoop on each new feature:
This article was originally published on Medium.
A couple of weeks ago, we unveiled a completely new and unique solution to the world called the Contract Execution Platform. We got an amazing response—we also had great attendance on our webinar focused on providing 3 ways businesses like Mopro, CDW, and SwervePay are sending automated, frictionless contracts, and how you can reimagine the contract experience within your business. That tells me one thing: There’s an appetite for a better way to execute contracts.
But what does a Contract Execution Platform do? We’re going to be writing a blog series providing you with some thoughtful posts around how to re-envision your business relationships to drive faster, more seamless experiences at every level. My goal is to get you thinking about your roadmap internally to help reduce your people-driven processes and to use the power of technology to simplify. A contract should be a living, breathing, connected cross-section of data that drives action in your business—it shouldn’t weigh you down with overhead or cost like what you typically see in contract management.
We're thrilled to announce that we've built Approvals into the Contract Execution Platform. Now, when sending Requests, users can designate an order of internal folks at their company who need to approve it before it goes out to prospects, employees, or partners. Users can setup approvers really easily:
Then, when users who require approval are sending contracts, they can submit for approval based upon a designated Approval Order:
Think this is a sweet workflow that might fit your business? Let's chat.
We're just now exploring the integrations that are possible with the Contract Execution Platform, and the only problem is that there are so many places to start. We serve legal teams, sales teams, and development teams, so the possibilities are endless as far as productized integrations. Naturally, we turned to our customers and looked at what they wanted to achieve. What resulted was a native integration to Salesforce that allows sales folks to connect your Opportunities to the PactSafe Contract Execution Platform to send contracts for acceptance or esignature.
We’ve pioneered how contract execution is presented and tracked inside web and mobile apps, and we’re coming 'atcha today to help you find the best features to streamline your own workflows to follow suit. PactSafe's contract execution platform helps eliminate friction by engaging customers how and where they want. One feature completely unique to PactSafe that guides this strategy is SMS contract execution.
Read on about the SMS feature or dive deeper into Innovative eSignature alternatives for Developers on ProgrammableWeb.
On February 7th through the 9th, Brian Powers and I attended SaaStr Annual 2017 in San Francisco. We went to sessions, met with tons of SaaS companies, and took in some important lessons from some of the hottest SaaS companies around. I’ve summarized some of my findings based on my experiences here at PactSafe and how they align to what we’re doing. I hope you take something away from them, too!
The core of our customer base are developers at companies of all sizes—they are the folks in the trenches writing the code that businesses rely on for all sorts of business purposes. That's why making PactSafe easy to integrate has been a huge focus for us from day one. Today, I'm excited to announce that we've taken huge strides to make those integrations even easier with the launch of our Node.js SDK and Java SDK, an OAuth 2 authorization flow, and the Beta release of our PactSafe for Zapier integration.
Today we are excited to announce a brand new offering: PactSafe for Startups. View the original press release here.
This month's release brings tons of amazing updates to improve creating, sending, and finding the contracts you need to track within PactSafe. We've added the ability to filter your signature requests, add images & tables to your contracts, add dynamic values to your clickwrap contracts, customize how you export, and other improvements to your experience.