At Pipefile, we’re always working to streamline document management for you and your clients. Today, we’re thrilled to announce two exciting new features: fillable forms and eSignature support!
These new tools will help you save time, reduce friction, and make document collection and signing even easier. Let’s take a closer look at what these features can do for your workflow.
Reorder your templates and keep them organized how you like them now on Pipefile! Key Benefits: Need help? Click here. We hope this update helps streamline your operations, save you time, and improve your overall user experience on Pipefile!
Keep all your client communication in one place now with our new comments feature on Pipefile! When your clients have questions about requests, they can now leave comments directly on Pipefile without having to call or email. You’ll receive notifications about new comments and can respond directly from your dashboard.
Frequently work with foreign language clients? You can now customize your Pipefile requests and templates with a fully translated client experience. Before sending, open the new “Advanced” menu on the confirmation dialog and select a language. We’ll craft the client experience using the language you’ve selected with translated email notifications and a fully translated client… Continue reading New! Pipefile Translations
Reviewing documents is now easier than ever with Pipefile. We’ve listened to your feedback about our file review workflow and have redesigned it make it simpler and more intuitive. Files can now be accepted or rejected individually with visibility into which team member performed that action. This allows large teams to see which files have… TARASLOT88TARASLOT88
Are you still using email or shared folders to collect documents from your clients? There’s a better way. Learn how Pipefile makes document collection simpler and safer. How well does your current document collection process work? If you use email or shared folder solutions like Dropbox or Google Drive, you could be wasting precious time… Continue reading How to Collect Documents Faster
