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Average Ratings 13 Ratings
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Description
Easily sign and transmit forms and documents with our eSignature capabilities, whether you're at your desk or on the move. Gain full control over access permissions to your records and monitor requests from others seeking temporary access to your private files. You can set up alerts to remind you when any document is approaching its expiration date, helping you to avoid unnecessary fines while keeping your records current. If you have forms that require completion and signatures, we've got you covered. Recordminder includes a selection of pre-loaded forms such as W-4, W-9, I-9, NDA, along with certain state-specific documents, and allows you to enhance your own uploaded files with text fields, date fields, and checkboxes. Our extensive eSignature features ensure that you can obtain signatures or initials on all your documents and have them returned conveniently without leaving your desk. Plus, you can rest easy knowing that your document management needs are efficiently handled with our user-friendly platform.
Description
Sign Made Easy is the ultimate Salesforce companion to eSignatures. Sign Made Easy is the ultimate Salesforce companion for eSignatures. It offers seamless integration, no-code installation, role-based electronic signatures, easy installation, email sharing and in-person eSignatures. You can also type, draw or upload eSignatures using any device.
Key Features
Sign the document, and send it to others via email
Accelerate the approval process
Adaptive across all Salesforce Versions
No code installation
User-friendly interface
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
No
Pricing Details
$29 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$0
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
RecordMinder
Founded
2014
Country
United States
Website
www.recordminder.com
Vendor Details
Company Name
HIC Global Solutions
Founded
2015
Country
United States
Website
hicglobalsolutions.com
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
No
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
No
Product Features
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
