Help Me With Save Electronic signature in CRM

I lead Growth & Acquisition @Station, a YC-backed startup that's been voted Product of the Year 2017 by the Product Hunt community. After multiple benchmarks, trials and errors, here's the most efficient stack we came up with.Customer successUser data should be the Single Source of Truth for all product decisions.TypeformBuild amazingly beautiful surveys (NPS, lost users, feature usage, etc.). People will actually enjoy filling out your surveys!AppcuesOnboarding is a crucial part of your acquisition funnel because it's the only one that every user will experience. This too allows you to easily build targeted on-boarding flows and contextual tooltips in a WYSIWYG editor.Discourse forumCentralise general feedbacks, feature requests and bug reports. Can be hard to set up, but it's definitely worth it: any feature you can think of is there... for free!!IntercomCommunicate with our user base and provide support (FAQ, live chat, etc.)ProductivityWe shape our tools, and thereafter our tools shape us — John Culkin.StationThe one app to rule them all! I A free desktop client that aggregates all your web-apps in a unified interface. Get rid of those 20 tabs, stay focused and work faster with Station.YoinkA terrific utility that greatly simplifies drag & drop. You'll instantly feel it should be a native part of Mac OSMuzzleA simple, straightforward app that automatically silences all notifications when screen sharing. Plus, it's got the funniest landing page ever.CollaborationEasy, fast and non-disruptive information flow is what you aim for.NotionBuild and host our entire knowledge base (tables, notes, how-to's, wikis) and to-do lists. Along with Station, this tool will radically enhance your productivity.SlackOne-one or team communication. Do I really need to detail?Appear.inMake internal and external video-calls. As easy to use as it can be: no sign-up or extension required, just click a link to join the call.CloudAppHUGE time-saver that I use 20+ times per day: allows you to create - in 2 clicks - shareable links of screenshots and screen recordings.Product & designGather feedback > Mockup > Test > Review > Ship > Retry.MoqupsWireframing and flow design. Feature-packed but still easy to use: what else?InVisionReview and collaborate on design iterationsSketchBuild new UIs or edit existing screens.JiraData & analyticsThere's no learning without clear and relevant data-analysis.Airtable Build user-friendly lists and tables (better than Sheets or Excel).Amplitude Easily build analytics dashboards without writing SQL requests.Chart.io Query your database to analyze app usage. A truly versatile analytics tool.Google Tag Manager One of the most useful tools of the Google Marketing Suite: allows marketing folks to autonomously manage tracking events and website integrations.Marketing & growthThe quality of your product is your main marketing lever. Nevertheless, a helping hand might be needed from time to time.AgoraPulseCentralise social media interactions (inbound & outbound)PavedIdentify partners and make sponsored ad campaigns in newslettersAdEspressoManage and A/B test Facebook and Adwords campaigns.MediumThe go-to platform to host your blog or content.CI & hostingTravis CIFast and reliable CI builds for Mac and Linux.AppVeyorCI builds for WindowsAuth0A tool that provides secure and reliable authentication as a service. Better let the pros do that kind of stuff.ForestDon't waste time developing your back-office in-house: execute fast and at scale with this awesome back-office as a service tool.Hope this helps,❤️

Ah yes.The lifestyle of the rich and famous. Fast cars. Fancy outfits.Little stone statues at the front of the entryway. The allure is undeniable.And for real estate agents, the chance to eat a slice of the luxury pie is an alluring prospect indeed. ...Especially if that slice comes in the form of a 3% commission off of a multi-million dollar listing. But how does a realtor establish themselves as a luxury agent in the first place?Well, it’s not easy. You can obtain a GREL Certification, for starters.This will walk you down the path of becoming a legitimate, certified luxury real estate agent. But regardless, one thing is certain,To deal with luxury real estate, an agent needs to buckle down.Here are a five powerful tips that could fast track your goals to becoming a Luxury real estate agent.#1 YOU NEED TO KNOW WHAT YOU ARE DOINGBefore you even think of moving forward, ask yourself… do I know what I’m doing? There are many newbie real estate agents that jump from taking the test to becoming a luxury real estate agent.Unless you already have the background and experience in real estate, I strongly suggest you get some experience under your belt. That experience could help you avoid lawsuits and save you money.Simply taking 6 months to learn the ropes at a local real estate brokerage, while shadowing another successful luxury real estate agent, could be the difference in your failure or success. That extra experience will help you feel more confident when taking on a luxury listing and the mentor will help you develop the skills needed to be the greatest in your field.#2 YOU NEED TO LOOK THE PARTNormally we encourage real estate agents to relax and be themselves. Your clients will love you and appreciate your authenticity.Are you the laid back but trusted Realtor who wears jeans and flip flops every day? Show that in your marketing. Are you the young and modern Realtor with a focus on minimalism and technology? Show that in your marketing. I encourage agents to use their personality to market their businesses.However, when you are transitioning to luxury real estate, you need to figure out a way to make sure that your marketing and your style represents the luxury industry. Luxury real estate is a visual niche. The house, the car, the owners, the buyers and the agent all look the part.How to look like a luxury real estate agent? Here are some tipsPay for luxury branding – Make sure everything, from your website and business cards to your signs and advertising, is designed and printed to represent your luxury clientele.Dress to impress – Make sure your clothing is clean, pressed and tailored. First impressions go a long way when trying to win a listing. Just starting out? Purchase one or two neutral suits and multiple dress shirts/blouses. Keep them dry cleaned and wear those when meeting new clients or networking. The suits will be so neutral many won’t recognize you’ve worn it before. Switch up the blouses and/or dress shirts and you’ll always look professional and put together.Drive a nice car – It may sound vain, but in the luxury industry it is a necessity to make sure your car is nice, especially if you are driving luxury buyers around to look at homes. Your car should not only look nice but it should be clean and smell good as well. If you can't afford a luxury car, try Uber, a peer to peer taxi service, allows you to taxi luxury cars. Using Uber, you can sit in the back with your clients and they will get that luxury experience while going on walkthroughs.The only thing to look out for when using any taxi service is timing. This is why I don’t suggest using a taxi service when meeting with a seller unless you are paying them to wait for you outside. After presenting an amazing listing presentation you don’t want to be chilling around at a client’s house waiting for your ride.#3 YOU NEED TO UTILIZE THE LATEST IN REAL ESTATE TECHNOLOGYIf you want a luxury buyer to hire you as their agent or if you want to win a luxury listing, you need to show clients that you can provide them with the latest in real estate marketing and technology. Make sure you understand how to utilize the latest technology to find and market homes and that you can effectively combine that knowledge with traditional techniques.Remember, just having flashy tools isn’t enough. You need to know how to use them effectively to increase the client’s ROI.Technology Used by Luxury Real Estate AgentsElectronic signature softwareShowing feedback softwareInteractive yard signsBeautifully designed websites with powerful home search enginesActive social media and blogsCloud document storageVirtual phone numbersThe latest gadgets (Touch screen laptops, tablets, smartphones, etc.)#4 YOU NEED A LISTING PRESENTATION THAT WOWSTo win a luxury listing, you need to do more than click through a generic PowerPoint and pass out faded flyers and postcard examples. Instead – tweak your presentation to the property. Imagine the impression you’ll make when the seller sees a postcard with their house on it? And marketing that caters to their neighborhood and their current needs?Making those extra steps to personalize your listing presentation is worth the investment.Here are some key points to help you out.Pay for luxury branding – Make sure your listing presentation, listing package and examples are all professionally designed and printed to represent your luxury brand.Memorize your presentation – Although no two listing presentations will ever be the same, knowing the foundation of your presentation will be valuable. It will allow you to quickly and easily skip sections, answer questions without getting off-track and help you sound professional and knowledgeable about marketing real estate.Encourage participation – Get the sellers involved by allowing them to pretend to be buyers. Show them what happens when they text the number on the yard sign. Take them on a walk-through of their listings from your point of view. Luxury sellers are constantly being “sold” to. To get an edge, show them exactly why they should hire you. Actions speak louder than words.#5 YOU NEED TO SUPERCHARGE YOUR FOLLOW UPPotential clients searching for or selling traditional homes need basic follow-up strategies to convert them into clients. Those strategies include using the information collected in your CRM to send them email marketing, postcards and the occasional phone call.In retrospect, potential clients searching for or selling luxury homes need traditional follow-up combined with action to convert them into clients. Just sending a card that says happy birthday isn’t enough. For wealthy clients, sending gifts on birthdays and invitations to exclusive events in the area are key to establishing a healthy lead flow. Here are few tipsRemember the details – When you run into a potential luxury client, whether by chance or by a scheduled meeting, take notes and/or memorize the small details of their life. These small details include spouses, children, hobbies, vacation spots, etc. Make sure you put these things into your CRM and use these details to come up with innovative follow-up techniques.Use partner resources – Developing a lead funnel for luxury clients can be costly. This is why it is imperative to have partners that can provide discounts and resources to luxury amenities.The decision to buy and/or sell a luxury home isn’t an easy one. The real estate sales and lead cycle is already a long one – add in the luxury component and the lead cycle can be even longer. Don’t be discouraged if a potential client hasn’t responded after following up with them for longer than 3 months. Many times, they are busy, on vacation, or dealing with business. Unless they say “remove me from your list” keep marketing. You’ll be in the front of their minds when they are ready to hire a real estate professional.

KiSSFLOW is one of the best approval workflow software for the following reasons:You can create any approval workflow such as invoice approval, purchase order or purchase requisition approval in just 15 minutes.Creating an approval workflow just comprises of 3 steps which are as follows:Step 1. Create a form to capture all the data that is required for the audit trail process, with the help of a simple drag-and-drop interface. You can include fields of any type like number, date, text, checkbox, attachments, currency etc. Below given is the form designing wizard of KiSSFLOW.P.S. KiSSFLOW provides 14+ customizable field types.Step 2. Set actions - Create a workflow : You can create tailor made workflows to set action items for each step, with simple business steps and without having to use or learn any complex notations to depict the steps in the process.Step 3. Add stakeholders - Assign each step to the respective stakeholder and include them as a part of the workflow.KiSSFLOW enables one-click approval by integrating with the users’ inbox.You can also set conditions, based on which, the item can be approved. For instance, you can define a condition, which states that your invoice has to be approved by your VP if the amount is greater than $10000. (Condition-based approval).You can also set field-level permissions. For example, you may not want someone from the sales team to edit the amount field in your invoice and you may set it as read-only field for them.Approval workflow is KiSSFLOW’s sweet spot.10,000+ enterprises and SMBs use KiSSFLOW for their approval workflows.I work for KiSSFLOW ;)Besides the above-mentioned reasons, KiSSFLOW has the top 10 features which every approval workflow software must have, which are as follows:1. Graphical representation of business steps2. WYSIWYG Form Designer3. Role-based accessibility4. User reassignment5. Report generation6. Cloud omnipresence7. Document integration8. SLA indication9. Workflow pattern flexibility10. Email notificationFind the snapshots of KiSSFLOW’s UI below:Highlights:With KiSSFLOW, you can also assign tasks, send email notifications, seek clarity (if there’s some ambiguity in the process) and capture the entire process from the beginning till the end. The admin of each process also has access to the history of every workflow in a process.The advanced reporting feature enables you to analyze each process, figure out the bottlenecks and thereby improve the efficiency of the process in terms of speed and accuracy.Convinced? Not yet? Either way, try KiSSFLOW and then decide it yourself.

Facebook & Instagram are excellent tools for real estate companies to use if they want to make the most of their social media strategy. If you want to promote real estate on Instagram, there are a few important things to consider.Using these social networks to collect leads well involves more than simply posting images regularly. You need to be able to plan and run the right, which means you need to know where to find your audience.Now let me give my personal suggestion on this matter, the best way to collect leads using Facebook & Instagram is the Facebook Lead Ads feature.Why the Facebook lead ads is so important for your brand?Here are the 4 core reasons for a business to choose Lead Ads as your advertising platform:1)It’s cheaper than the traditional types of ads. There’s no doubt that by using Lead Ads you can definitely save money of your advertising budget. Based on our experience we can confirm that using Facebook Lead ads reduces the costs per lead to less than a half of usual spend.2)It creates brand awareness. Facebook, currently the biggest social media platform is the right place to start to build your brand awareness, as makes the whole process of creating your audience and converting it into a lead, as easiest as it can be.3)It saves time. When Facebook presented Lead Ads, they announced it as tap tap done feature, and it literally is like that. It saves user’s time but also yours, as make it fast and easy for you, lead creator to prepare and manage your leads.4)It is a fully customizable tool. In fact, it is possible to customize the form with different fields like: size people business, field of study, etc…when creating an ads campaign.Don’t worry if it is your first time in the Lead Ads world I am happy to suggest to you this free guide, that will help you to learn more about this topic ;)Check out our video to discover 4 instagram tips to boos your real estate marketing strategy !

We are using qmsWrapper and I highly recommend it.The best practice shows that companies are benefiting the most out of software, where QMS is sewn into the fabric of workflows.Using simplified workflow forms even the new, inexperienced employees can avoid making certain costly mistakes, the software can help ensure that employees cannot bypass established procedures.qmsWrapper electronic Approval Workflow feature is designed to support business requirements for efficient reviews and help you automate your business processes, keeping compliance on track.qmsWrapper approval workflows assign tasks, send notifications, track participants, and creates a record of the entire process.You can provide stakeholders with a link to the workflow history for the document, which shows who approved or rejected a document, or who failed to complete their workflow task.Approval workflow processes are divided in 3 main groups:Document ApprovalWorkflowsDocument Review Workflows andIssue Approval Workflows.All of them are flexible, and modifiable, you can choose to send the items for sequential or joined approvals:Sequential approvals are sending files to several users but with certain order (after one user approves, the next will receive the document for approval). This method is useful for multilevel approvals in organization structure. (For example: first, the unit manager approves ordering of something, then procurement approves it, and lastly the CEO approves the document, all attached in one step).Joined approvals are sending documents for approval to a group of users (One document will be sent to several users at the same time, and it will be approved only when all of them approve it).Or both combined…The workflow automates, streamlines, and standardizes the whole process:Predefined approval workflowsEditable workflowsAutomatic notificationsData SafetyA Review workflowApproval Workflow History RecordsTransparencyTrack ApprovalsFast and EfficientLess work for youqmsWrapper workflows are ranging from a simple submit-and-close, to multi-tiered approval or review flows, here’s a diagram of two very simple versions:

There are several freely available tools to start with and from which you later can upgrade to subscription models (or stay on “free):Flokzu, letting your business grow. A complete online Business Process Management Suite to design and run all your workflows.Student version of Arena from Rockwell software for workflow visualization and simulation: Discrete Event Simulation Software | Manufacturing, Supply Chain & Healthcare Simulation Software | Arena SimulationKnowledge wise there are always special offers and often also free chapters on workflow, Business Process Management and Adaptive C...

You may want to consider WorkflowGen. Its easy-to-use integrated workflow and form designers let process designers create workflows that can include many actors with great flexibility, and allow for a high degree of customization. It keeps a detailed request history and stores data that you can use for audit trail purposes, and you can easily configure custom reports and charts.Processes can be easily defined using its easy-to-use integrated workflow and form designers. For example, a simple leave application might look like this in the graphical workflow designer:So setting up a workflow, even with multiple approvers, would be pretty easy as well. The WYSIWYG form designer lets you professional-looking create forms with textboxes, radio buttons, drop-down lists, gridviews, and so on.Documents and forms can be routed to other approvers or sent back to the originator for modifications, and can be stored in predefined folders as configured in the workflow, so nothing gets lost. Users can modify the documents and forms, leave comments, set deadlines and easily track the status of approvals and other requests.Email notifications keep users up-to-date over the entire course of the workflow, and you can configure not only overdue notifications but pre-overdue notifications, since it's obviously better to be notified before an action is late than after. If someone is on vacation or off sick, their approvals can quickly be reassigned to someone else.WorkflowGen's Quick Mass Approval feature lets you perform quickly perform validations all at once. You can access documents and forms from this screen, since you can open the request form and access any attachments, read comments and consult request information.The User Portal is simple to use, and WorkflowGen's Dashboard feature lets users track the status of their approvals in real time at every stage of the process. The Dashboard can also be used with Quick Mass Approval, so everything you have to approve is available at a glance, and refreshes every time you return to or reload the Portal home page.WorkflowGen's mobile app lets users perform approvals and access the document and forms from anywhere and on any device. This can eliminate bottlenecks and delays in the approval circuit, such as when someone's waiting on an urgent document to approve but has to leave the office. The Remote Approval feature lets users validate documents by replying to or clicking a button in an email.And of course, as a BPM solution, WorkflowGen lets you set rules, such as triggering additional required signatures on a specific document or form based on certain information. For this you could use the document's metadata (which can be updated dynamically over the course of the process) as workflow data for the rule.Hope this helps.Cheers.

In one of our blog articles, we published the best workflow tools. I’ve added some of these tools below:PROJECT WORKFLOW MANAGEMENTFILESTAGEFilestage is a unique workflow management platform that allows team members to collaborate on digital content entirely online. No installation is necessary, and clients can provide feedback without the need to register an account.Designed with the creative team in mind, Filestage is the perfect choice for marketing agencies, corporate marketing teams, and collaborative content creators of all kinds. As you share content online, collaborators can provide visual feedback and comments directly to the target product.Filestage keeps a record of all product versions and comments, and it goes where you go, no matter if you’re working on a PC, tablet, or smartphone.ACCELOAccelo is a cloud-based operations automation system that allows team members to collaborate in one place from project start to finish. With this system, you can integrate with a myriad of other platforms to include Microsoft Office, PayPal, Quickbooks, Airtable, and many others.Use Accelo to sync your email and calendars so that you can keep tabs on all client work in one central location. Other features include the ability to convert quotes into projects, tracking timesheets for full visibility into employee production, and service and retainers to maintain high process quality.ASANAWork management platform, Asana, is a comprehensive system that allows team members to track goals, tasks, projects, in a highly organized fashion. Through Asana’s colorful visual organization design, with just a quick glance, all team members can see exactly what each person is tasked with when those tasks are due, what the big goals are, and a well-defined path on how to achieve those goals. The timeline feature allows clear visibility into how projects are progressing towards the end goal. Project managers can organize various projects the way they see fit and prioritize tasks within each project.AVAZAAvaza is a comprehensive project management solution that allows all team members to collaborate on projects and tasks together. Tasks can be assigned with precise detail to include due date, assignee, status, completion date, description, and fields to add followers, tags, attachments, and comments.Available views within Avaza include Kanban boards, Gantt charts, and lists, where the progress of each project can be tracked via percentage complete. Integrate Google Drive and Dropbox files to keep real-time document changes up to date across all users, and sync with your calendar so that you can see what tasks are due when anywhere.Here you can find more workflow tools: https://blog.filestage.io/workfl....

Workflows can be difficult on their own and it is sure that an easy-to-be-managed software can help you eliminate this. I will propose you three different tools which I have used and I'm of the opinion that are game-changing.Starting with Kissflow:(+) Drag and Drop editing(+) Integrations with other software(+) User can set permissions and pull reports(-) Limitation on API calls,(-) and lack of possibility to give access in a process to guests.https://kissflow.comFurthermore, there is Comidor:(+) Advanced and basic conditions BPMN 2.0 builder to build workflows(+) Role-based accessibility with workflow tasks and processes(+) Reminders and notifications upon customised scenarios(+) Document integration and reporting(-) Limited integrations with other softwarehttps://www.comidor.comand finally, Process Maker:(+) Community support.(+) Notifications can be built in every process.(+) Adjustments can be done without IT knowledge,(+) but there is API access for developers.(-) No integration with other software,(-) and prices are quite high for starters.http://www.processmaker.comI think if you are searching for a workflow tool these three must be in your top list. As far as I’m concerned workflow implementation takes time and must be included in the substantial costs of your company. So, be sure before you choose the right tool! Last but not least, I believe that Comidor out stands from the other two as it includes high level workflows and other necessary tools which a company needs at a small price.