eSign Toolkit-Deal Manager

In the Sales Management Tools section of the Management Portal, the Deal Search/Export includes 3 new columns:

• eSign Views (e.g., 2 Views)
• Last eSign Action (e.g., Viewed 3 days ago)
• eSign Expiration (e.g., Expires in 5 days)

NOTE: If you previously customized the order of columns in the report, you will need to click the Settings icon and move the new columns into your report

Once you select a deal, the eSign Link progress bar becomes visible, allowing you to track the status of the document in real time.

• The progress bar shows all views on a timeline from issue date to expiration date
• With a quick glance, you can gauge customer interest based on viewing activity

Show Detailed History allows you to see the exact timestamps of all activity, including:

• When the link was issued and sent
• Email addresses and phone numbers where the link was sent
• Customer views
• Deal status changes to Accepted or Declined
• Expiration Date

Deal Manager lets you send the eSign link to the customer

Deal Manager includes a way to view and change the expiration date of a proposal

• Changing the expiration date creates a new copy of the proposal with a revised expiration date
• When you Save the page, you will be prompted for your signature to validate the new proposal

	Managing eSign Toolkit Settings