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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Effortlessly collect signatures whenever and wherever you need them, bypassing the hassle of cumbersome paperwork. With Jotform Sign, you can streamline your workflow by utilizing its automation capabilities to eliminate tedious manual processes. Design and personalize your perfect form just once, then distribute it repeatedly as required. Simply incorporate your preferred form fields, designate signer roles, and gather signatures seamlessly. Experience significant time savings with our adaptable document creation and distribution system. Integrate your documents and signers into an approval workflow, and swiftly upload the signed files to your cloud storage with our robust online storage integrations. Keep track of your document’s progress using the Jotform Sign inbox, where you can receive immediate notifications about signer activities, dispatch reminder emails, download completed documents, and access a variety of additional features all from a single, user-friendly interface. This comprehensive solution allows you to manage your signature collection process more effectively than ever before.

Description

There are numerous options available for uploading your financial documents into LedgerDocs, making it easier than ever to stay on top of your accounting tasks. Compatible with various accounting software like QuickBooks, Sage 50, Xero, and Kashoo, LedgerDocs serves as a robust document management system that streamlines your bookkeeping and accounting workflows. By reducing the need for excessive email communication, you can collaborate more efficiently directly within LedgerDocs, ensuring that everyone has access to the source documents. You can invite team members to your company workspace and utilize features such as notes, tags, and sharing for each file you upload. Designed to facilitate teamwork among business owners, bookkeepers, and accountants, it allows for seamless access to financial documents anytime and from any location, thereby simplifying the accounting process significantly. You have the flexibility to upload documents directly through the app or via your smartphone, scanner, email, or Dropbox. Additionally, you can establish a schedule for automatically retrieving statements from the banks and credit unions you already work with, enhancing your financial management further. This comprehensive approach not only saves time but also ensures that all parties involved remain aligned and informed.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWeber
Asana
Box
Constant Contact
Dropbox
Gmail
GoTo Webinar
Google Contacts
Google Drive
Google Sheets
HubSpot CRM
Mailchimp
MailerLite
Microsoft Excel
Pipedrive
Slack
Smartsheet
Zapier
Zoho CRM
monday.com

Integrations

AWeber
Asana
Box
Constant Contact
Dropbox
Gmail
GoTo Webinar
Google Contacts
Google Drive
Google Sheets
HubSpot CRM
Mailchimp
MailerLite
Microsoft Excel
Pipedrive
Slack
Smartsheet
Zapier
Zoho CRM
monday.com

Pricing Details

$34 per month
Free Trial
Free Version

Pricing Details

$14 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Jotform

Founded

2006

Country

United States

Website

www.jotform.com/products/sign/

Vendor Details

Company Name

LedgersOnline

Founded

2002

Country

Canada

Website

www.ledgerdocs.com

Product Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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