Copilot is the modern all-in-one client portal for service businesses. With our new Contracts App you can create reusable contract templates, assign them to clients, and track submissions and requests in a consolidated view.
Hi all! Marlon here, Cofounder at Copilot.
We set out to build the best all-in-one software suite for service businesses almost 4 years ago and today we're finally launching a complete contract management solution. This is the 6th App we've launched (following apps for Messaging, Billing, File-sharing, Forms, and Helpdesks).
We know there's many options out there for eSignature but what's unique about ours is that it is tightly integrated with the rest of our platform. Here's what I mean:
- For your team, we can paint a complete picture of what your clients are up to. For e.g. you can navigate to a client profile and see contract submissions in the same place that you can see communication history, file uploads, form submissions, and more.
- For your clients, everything is integrated in your white-label client portal. For e.g. on the sidebar of your portal clients will see all notifications that are relevant to them.
- The Contracts App comes with an API and Zapier/Make support which lets you set up really powerful automations. For e.g., you can automatically assign contracts to clients the first time they log in to your portal.
We'll be online for the next few hours and would love to hear your questions + feedback. 🙏
@marlonmisra Looks interesting, was wondering if its possible to do custom onboarding process? Would be a feature I would appreciate. More feedback: https://youtu.be/pCIsNBlsFNc
Copilot