These detailed tours of specific Features & Toolkits are designed to introduce you to what can be accomplished using real world examples. Get familiar with the functionality, and then go forth & prosper 🖖
File Transfer lets you send a file or set of files to someone via a secure download link. You can protect the file(s) with password protection, a limited number of downloads, and expiration after a certain time frame.
Cloud-based Proposals let you quickly & easily deliver richly formatted Proposals to your potential Clients, who can then review and eSign to accept. Use this acceptance as a trigger to kick-off an automated workflow!
White Labeling your platform is more than just your logo and colors. Now you can truly make the platform your own with Custom Loaders! Choose from a selection of customizable animated loaders, or upload your own image.