No need for third-party apps. With the eSign feature, customers can sign proposals from any device, whether they’re on their phone or computer, making the process seamless and easy.

Give your customers the freedom to review equipment options and select payment plans on their own time. With a branded, intuitive shopping cart, you can offer a personalized experience that builds trust and increases conversions.

Know exactly when customers view your proposals, so you never miss the right moment to follow up. With daily reports delivered directly to your inbox, you can stay organized and on top of every opportunity.

Deal Search and Export now include eSign Views, Last eSign Action, and eSign Expiration, giving you a clear picture of customer engagement at a glance. If your columns are customized, you can enable these new fields through the Settings icon.

The Deal Manager now shows a visual progress bar for each proposal from issue date to expiration. Show Detailed History reveals when the link was sent, where it was delivered, every view, status changes, and the expiration date, helping you follow up at the right time.

You can now send or resend e-Sign links directly from Deal Manager, eliminating extra steps and keeping deals moving quickly.

You can view and update expiration dates inside Deal Manager. Updating creates a new copy of the proposal and prompts your signature, giving you an easy way to extend opportunities without losing history.