thomas.anthonyQ: Hello Support Team, 1.)
Great product! With the option to have have unlimited users/seats, can each user connect their own API key to Bolo Forms?
2.) With the option to have custom branding, will the BoloForms branding be removed from documents?
3.) Can BoloForms be white-labeled? If so, please provide instructions or a training video link.
4.) In Tier 3, with the option to have unlimited users/seats can agencies provide eSignature as a service to their clients that have clients that require their clients to sign documents such as real estate and insurance agents?
5.) Is there a way to automate the process or does every contract have to be created manually? If there is a way to automate the eSignature process, please provide the training video link?
6.) Is there a way to automate conditionally logic or triggers to create documents ready to be signed once a process is completed?
7.) Can this integrate with CRM'S such as SuiteDash and Flowlu?
8.) How can each user manage their own documents that require eSignatures?
Thanks in advance for answering my questions. I look forward to your response.
boloforms
May 15, 2024A: Thank you. Answering your questions one-by-one.
1. There is no individual API key for every user but rather one API key for every account.
2. The BoloForms branding will be removed from the documents (the watermark), but the signing details page will remain for anyone to verify the authenticity of the signatures.
3. Whitelabel is not a part of the Appsumo deal. Please book a meeting with our team to discuss more- https://cal.com/boloforms/signature (We have time slots available in March)
4. That would require each client having multiple workspaces and then further multiple workspaces to support their clients. Please note that the Appsumo plans come with ONE workspace only. So the answer over there would be no.
5. You can use the custom PDF solution that we have- https://help.boloforms.com/en/articles/8556620-customize-pdfs-in-form
6. Using Zapier, yes. - https://help.boloforms.com/en/collections/7995285-zapier
7. We have built the integration for Pipedrive and are building one for GoHighLevel. You can request additional integrations here- https://boloforms.canny.io/
8. Every user that will be added will be to your account only. So it will be one view for all the users. You can additionally get the folders feature when it is out of beta.