New Release: eSign Toolkit Adds Powerful Back Office Features

Web Release Version: v10.0.5

The eSign Toolkit – Back Office Update takes proposal tracking and management to the next level. Built for sales managers and follow-up teams, this release introduces powerful tools to monitor customer engagement and oversee the entire deal journey – from first view to final signature. When following up with customers, these updates help you stay ahead with clear insight into engagement, the ability to send eSign links, and the control to extend expired proposals when needed.

Here’s What’s New

1. Enhanced Sales Management Tools

Deal Search/Export now includes three new columns:

• eSign Views – See how many times a proposal was viewed.
• Last eSign Action – Track when the proposal was last viewed.
• eSign Expiration – Know exactly when a proposal expires.
  Note: If you’ve previously customized your column order, enable the new columns using the Settings icon.

2. Deal Manager - Customer Activity Tracking

A new progress bar shows each time the customer viewed the proposal from issue date to expiration, helping you instantly gauge interest at a glance.

The Show Detailed History button reveals:

• When the eSign link was issued
• Email addresses and phone numbers where the link was sent
• Timestamps of views
• Deal status changes to Accepted/Declined
• Expiration Date

3. Send eSign Links Directly From Deal Manager

You can now send or resend eSign links straight from Deal Manager, with no extra handoffs required.

4. Manage Expiration Dates

• Editing the date creates a new copy of the proposal.
• When saving your changes, you’ll be prompted for your signature to validate the new proposal and approve the updated expiration date.

Why It Matters

This release expands the eSign Toolkit with new tools for faster, more effective follow-ups. Gain instant visibility into customer engagement and take action the moment interest fades. Every feature works together to save time, reduce friction, and help you close more deals.

🗓️ Available Now - Click here to sign up for a demo.