+2
Hi all,
As part of building our understanding of which e-signing approaches are used across Karbon customers, we’d love to know more about the tools (such as DocuSign, Adobe Sign, Go Proposal, Ignition, etc) you use to collect signatures and approvals and the workflows in which you use e-signing.
Leave me a message below of send message if you’d like to chat.
Thanks!
Stuart
+2
I use Cognito forms for Engagement letter, Questionnaire, ACH debit for monthly clients, new client contact form, transfer form, & authorization to share info. We use Go proposal for new monthly clients, Safesend for 8879 signatures. Cognito uses links so we send the Eng letter & Questionnaire link in a client task along with the doc upload as our organizers (sent Jan 15th).
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