Customer Onboarding & e‑Signature Platform

Key benefits

• Frictionless for customers. One secure link. Clear steps. Sign and submit in minutes—no ping-pong emails.
• Configurable to the way you work. Map different customer types to different workflows and signing orders.
• Beautifully on brand. Your logo, colors, voice, and email templates—per brand or per tenant.
• Total visibility for admins. A live dashboard shows who’s invited, what’s signed, what’s pending, and what happens next.
• Built-in reminders. Automated, branded email nudges keep things moving—right up to a final reminder.
• Audit-ready and secure. Track creation, sends, opens, and sign events with an exportable trail and stored signed copies.
• Pluggable e-signatures. Use your preferred e-signature provider or internal PDFs—swap without re-architecting.

What it does

Streamlines multi-step onboarding with digital signatures.
The platform dynamically composes the right set of forms for each customer—Service Agreements, Payment Authorizations, Policy Acknowledgements, and more—then guides them through a clean, mobile-friendly signing flow.

Automates emails that actually get answered.
Kick off with a polished invite, then let branded reminders keep the process on track. Customers receive copies of everything they sign as soon as they’re done.

Gives your team end-to-end control.
From the admin dashboard, create customers, trigger workflows, see status at a glance, resend links, and know exactly where each onboarding sits—without asking anyone to “check the thread.”

Built for real-world complexity

• Configurable workflows: Mix and match modules (e.g., Agreement → Payment Authorization → Policy Acknowledgement) and define who signs what, when.
• Multi-tenant, multi-brand: Operate multiple brands or business units from one platform—each with its own logos, colors, copy, and documents.
• Document templates & storage: Manage per-tenant templates for emails and PDFs with centralized retention and exports.
• Provider-agnostic e-sign: An abstraction layer lets you integrate or swap signature providers as your needs evolve.
• Notifications that scale: From initial invite to final reminder, HTML email templates keep your comms consistent and on-brand.
• Audit & compliance support: Time-stamped records for form creation, sends, opens, signatures, and completion help satisfy policy and regulatory needs.

Perfect for teams with serious onboarding

Professional services, security and monitoring, property management, utilities, financial services, staffing and workforce solutions—anywhere multiple agreements, approvals, and acknowledgements need to happen quickly and cleanly.

Admin experience you’ll actually enjoy

• Dashboard overview: Customers, connections, status, last activity, and actions at your fingertips.
• Identity-based access: Role-appropriate controls for admins and operators.
• Progress clarity: See exactly which forms are pending or signed and which reminders have gone out.

Security you can trust

• Secure, personalized links for external signing.
• Clear audit trail of every event from creation to completion.
• Retention and export controls for signed artifacts.

Key outcomes

• Shorter time-to-value for new customers
• Fewer back-and-forth emails and missed steps
• Higher completion rates with automated nudges
• Clear ownership and visibility for your team
• Consistent, compliant, and fully branded experience

FAQs

• Can we keep our current e-signature provider?
  Yes. The platform’s signature layer is provider-agnostic, so you can plug in your preferred vendor—or use internal PDFs—without re-building your flows.
• Can we run multiple brands or regions?
  Yes. It’s multi-tenant by design, with per-tenant branding, templates, and document sets.
• Do customers receive copies of what they sign?
  Automatically. The completion step confirms success and emails signed copies to the customer.
• Can we customize the email sequence and reminders?
  Absolutely. Invite and reminder templates are fully brandable, including a final reminder for stragglers.