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eSign & Doc Sharing2024-03-18T15:17:16+00:00

  • Features

  • eSign & Doc Sharing

A complete eSignature and doc sharing solution
directly within your CRM

Real-Time Connection, Real Sales Opportunities

  • Track the progress of signing directly from within the contact or deal.
  • Get notified whenever your document is viewed or signed.

You could proactively reach out to the customers if they download the contract document but don’t take any action on it.

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Your Custom Reports in UPilot
Signing Order

Set a sequence to ensure the document flows seamlessly from one approver to the next, ensuring efficiency.

Document Tracking

UPilot Verification feature protects against unauthorized modifications and disputes after signature.

Signer Attachments

Allow your collaborators to attach additional documents directly within the signing process.

In-Depth Analytics

Get granular data like time spent on each page, interactions and even geographical location.

Verify Documents

Authenticate signed documents and give your business partners the confidence to proceed securely.

Using advanced cryptographic techniques, our Document Verification feature lets you know whether the document is original or has been tampered with.

Enhanced security with data encryption in transit and at rest, adhering to GDPR principles of minimal data collection. No third-party data sharing, and if any document changes occur post-signature, instant invalidation with detailed audit trails.

Our ‘privacy by design’ approach prioritizes data protection seamlessly integrated into product development.

SignOnJet is fully secure and GRPD compatible
Powerful Advanced Dashboards

Advanced Document Tracking and Analytics

Unlock the power of seamless document management and insights with our cutting-edge CRM feature. Say goodbye to the uncertainty of sharing important documents and hello to a new era of informed, strategic decision-making.

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Document Tracking

Effortlessly monitor the journey of your shared documents in real-time. Know when they are opened, viewed, and for how long.

In-Depth Analytics

Gain valuable real-time insights into how your recipients interact with each ection of your documents.

Secure Collaboration

Ensure document security with controlled access. Set permissions, limit downloads, and track access…

Fundraising

Send trackable versions of pitch decks, know exactly who is interested. See which firms are engaging.

Thousands of Dollars Saved per Year!

Sign on Jet is built by UPilot and fully integrated with our CRM.

You won’t have to pay a single additional penny to use it. Not now… and never.

For a 5-member sales team

$2,940 / year
$2,700 / year

+ CRM Costs

$0

for any team size

Sign on Jet is fully integrated with UPilot

Stop worrying about envelop limits and escalating costs. Easily send, sign and manage docs one place – your CRM not another place!

Do you have to open yet another application to see where your NDAs, SOWs, and agreements are?

Have you upgraded again and again but still running out of envelopes?

Having to upgrade to get a CRM integration?

Have you ever thought you do not need all the bells and whistles that comes with upgrades, just ability to send more documents?

Have you limited the number of people in your team who can send documents because of additional software and licenses needed?

Has you sales team experienced delays in closing deals because they have to juggle between different products?

We can help you…

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