Are you looking to automate the document signing process? For instance, you want to send contracts to clients as a PDF that they then electronically sign and then send them back to you. How can you automate the sending and follow up processes and integrate them into your Keap / Infusionsoft marketing processes?
There are three solutions that I woudl suggest:
1/ Docusign. The solution you are probably already aware of is Docusign. I have previously written a post on how to integrate Docusign and Keap / Infusionsoft. Read it here – Docusign Keap / Infusionsoft Integration with Parsey.
2/ Sign Request. But there is another solution I have now become aware of from working with a client recently. The solution is SignRequest.
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The advantages here are the cost and easier setup, at the time of writing you could set up with a SignRequest Professional Plan for 7 Euros per month. To integrate it with Keap / Infusionsoft then you would use Zapier, now that’s another $20 per month, however, I would say that Zapier is an essential tool for all Keap / Infusionsoft users – there is so much more you can do with Infusiosnoft when you have Zapier. Here is a post on the subject.
3/ Better Proposals. If you are just focused on creating great proposal documents then check out Better Proposals.
If you would like to discuss further the options available to Infusiosnoft users to automate the document signing process then feel free to schedule a 15-minute Discovery call.
