Business Pilot, the leading CRM platform for window and door installers, has released BPsign, a new integration allowing users to electronically sign, send and track documents.
The cloud-based e-signature service allows users to replace traditional pen and paper signatures with an automated, electronic alternative, negating the need to physically post, deliver or scan signed documents.
Significantly speeding up the signing process to streamline workflows, BPsign is especially advantageous for installers because it has been integrated into the Business Pilot system with no extra charge for users, unlike alternative e-signature services which carry additional costs.
“With systems such as DocuSign or Adobe Sign, installers have to pay a license fee to use them, so we’ve gone away and actually built the equivalent – inside Business Pilot – in order to avoid those costs for the installer,” explained Elton Boocock, Managing Director of Business Pilot.
The legality and compliance of signed documents is also recorded, thanks to a visible audit trail, as an invaluable additional benefit.
“You can send any PDF document from Business Pilot and get it signed by the customer,” explains Elton. “If they choose to reject the document, they must provide a reason for doing so, which is all tracked and managed by BPsign too. It stores all the information for legality and compliance purposes.
“Everything is time and date stamped, and it’s all within the system.”
With the option to draw, type or upload a signature, as well as reject the document, instructions for the signatory can also be forwarded for added clarity.
Copies of the original document sent, as well as the signed version, are all available to view within the system, including information on pending signature requests and the exact timings that documents were last viewed, signed or rejected.
“When you’re dealing with big installation jobs and expensive contracts, there are significant legal elements,” explained Elton.
“You need to be certain that the job is definitely signed off, and that’s the power of having all the information associated with that process on an audit trail; ‘we sent it for signing on this date’; ‘you viewed it on this date’; ‘you signed it on that date’… Having that recorded and easily accessible for our users is invaluable,” he added.
