Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Oversee, market, and regulate client retainers and inquiries seamlessly. Effortlessly handle each request from clients. The Client Portal requires a unique Username and Password for secure access. Clients can monitor the remaining time on their retainer and can buy additional hours if necessary. Projects can be exported in PDF format for easy sharing. Users can submit work requests through a tailored form, and the approval requests feature can be toggled on or off as needed. Time can be added to a request either manually or by using a timer, allowing flexibility in management. Requests can be set to either appear or remain hidden, and clients can open requests without receiving notifications. There is an option to require approval or not before closing requests, with restrictions on sending new requests if there are no available hours. Payments are credited directly to your PayPal or Stripe account with a 0% processing fee, ensuring you maintain complete control. The intuitive client access dashboard allows for immediate visibility of all client activities, including real-time updates on online clients and the availability of managers, enhancing overall efficiency and communication.
Description
Enhance your signature collection and sales workflow with the top free electronic signature software, WeSignature, which is uniquely designed as the only e-Signature Sales Cloud. With WeSignature, you can conveniently send electronic signature requests to your clients via email or text, allowing them to sign documents effortlessly while they are on the move. The ability to collect payments simultaneously during contract signing is crucial for effective execution; now you can seamlessly request payment alongside document signatures. You can quickly generate templates for frequently used documents and apply necessary fields with a single click, streamlining your process. Furthermore, you can send e-signature requests to clients, enabling them to sign documents anytime and anywhere. To enhance your communication, you can incorporate a video introduction and conclusion into your signature requests, which can be utilized for marketing, upselling, providing instructions, or simply extending a friendly greeting. Additionally, WeSignature allows you to add team members to your account, enabling you to monitor their activities effectively using the WeSignature Team Builder feature, thus fostering collaboration and efficiency in your organization.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Jenesis Agency Management
No
Pricing Details
$12 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clientrol
Founded
2016
Country
Ireland
Website
clientrol.com
Vendor Details
Company Name
WeSignature
Founded
2019
Country
United States
Website
wesignature.com
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Product Features
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
No
Customizable Templates
No
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
No
Task Progress Tracking
Yes