What's new at Signeasy
All our recent releases that improve your eSignature experience on Signeasy.
Templates just got more powerful
We are excited to share Signeasy's latest feature update that brings more power and flexibility to your template workflows. Built especially for teams struggling with lengthy contracts 📑 that need to be updated often — this feature helps you save time and manual effort.
- Swap out underlying documents in a template while keeping important fields intact. You can also edit the roles and fields effortlessly.
- Eliminate the manual effort of preparing a new document and having to add hundreds of fields within lengthy contracts.
- Ensure your senders have ready access to the most updated versions of standardized templates whenever they need it.
You can read more about this update here.
Signeasy now allows multiple admin accounts within the same team. All the admins in the team have the same level of access and can all invite and remove team members from the team.
Improvements to Account Settings
The Account Settings page is updated with improved categorization of existing functionality. Admins can now also update the billing cycle and credit card details from the Billing section under Account Settings.
Users can now share templates with the entire organization or specific team members. The sharing permissions can also be updated using the Manage Sharing option.
Introducing Login with Microsoft
Microsoft 365 users can now sign up or log in to their Signeasy account using Microsoft credentials. The Microsoft login option is available on the web app and Microsoft Teams and Outlook integrations.
Unified Google Workspace integration
The latest Google Workspace integration merges the earlier Google Drive add-on with the Google Workspace integration i.e. there is now one unified add-on for all Google apps - Gmail, Drive, Docs, and Sheets. With this new update, users can also send multiple documents for signature from any of the apps.
Delete voided documents
Users can now remove documents that have been voided from the Voided Documents page using the Delete button in the actions area.
Email subject customization
Users can now customize the subject of the emails sent when requesting signatures.
Improvements to Microsoft Outlook integration
Signeasy for Outlook integration enables Microsoft Outlook users to quickly and easily sign and send documents for signature directly from Outlook. Users can now:
- Send documents for signature by configuring the signers, signing order, fields and message
- Initiate quick actions to sign and send documents for signature from the Outlook ribbon and the add-in dropdown
- Upload additional documents other than the ones in the email attachment before sending for signature
- Experience faster and easier signature workflows due to the performance and UI improvements
Focused fields on mobile
Signeasy mobile app now automatically focuses on the field while signing, eliminating the need to manually zoom into each field.
Delete declined documents
Users can now remove documents they have declined to sign from the Need Your Action and All Documents pages using the Delete button in the actions area.
Administrators can now add new team members by sharing a direct invitation link in addition to sending invites by email.
Introducing Signeasy for Salesforce
Signeasy for Salesforce is an app on the Salesforce AppExchange that enables sales teams to prepare, send, track and eSign contracts and agreements within Salesforce.
- Send envelopes with multiple agreements in any file format directly to your Salesforce contacts for eSignature
- Set up templates for frequently used contracts and agreements
- Automatically merge saved data from Salesforce objects to your contracts, invoices, agreements, etc.
- Stay updated on opportunities and track status of all your agreements
- Follow up and remind signers directly from Salesforce
- Signed envelopes are automatically saved to the relevant opportunity, contact and other objects in Salesforce
Signeasy for Salesforce is available as an add-on for the Business plan.
Reports help administrators get a high-level overview of the total volume of documents processed at the team level, as well as individualized usage stats. Every team member can analyze how their signature requests performed over a period of time, based on information like completion rate and average time to completion. Team members can also view and download all pending signature requests. The report data can be filtered by time intervals (daily, weekly, monthly, etc) and can also be exported into a CSV file. Reports is available on the Business plan.
Edit signature on mobile
Mobile signers can now update their saved signature or initials while signing a document in addition to the existing option to edit signature from the settings page.
Signeasy on Microsoft Teams Channels
Users will be able to sign and send requests for signature from the Channels in MS Teams.
Transfer ownership of templates for Admins
When the Admin of a customer on the Business plan is changed, it will now be possible to transfer the ownership of templates form the old Admin to the new Admin.
Signing envelopes on mobile apps
Users will be able to sign envelopes comprising multiple documents on the mobile apps.
Improved document categorisation
Users will be able to view Pending documents in 2 buckets - Needs Your Action and Waiting For Others on the web application.
Reasons for Declining documents
Users will be able to view the reason why a recipient has Declined a document on the web application.
View Voided documents
Users will be able to view all Voided documents on the web application.
Invoices for customers on the Business plan
Admins will be able to access and download all invoices if they are on the Business plan.
QR codes for templates on the web application
Users will be able to use QR codes to share template links with a single signer from the web application.
Send for Signature with fields from Mobile
Users will be able to add fields and assign to specific recipients while initiating signature requests from the mobile apps.
Two factor verification
Customers can add an extra layer of security (passcode to mobile phones) to ensure that the intended recipient is the one accessing the documents to sign them.
Contactless sharing of public templates
Users can share single signer, public sharable links can via a QR code on mobile, enabling truly contactless in-person signing experience.
API support for document preparation
API customers can embed document preparation into their applications; addition of all fields is supported.
Sign on all pages on the Android app
Users can copy the signature and initials to all the page. With this update, the feature is present on all platforms - Web, iOS and Android.
Edit Signers in Send for Signature
Users can modify Name and Email address of signers after a signature request has been sent. This will help you take care of email typos and mistakes. Most importantly, you don't have to start the send for signature workflow all over again.
CC-ed recipients displayed on Certificate
The Certificate will display the information of cc-ed recipients.
As a part of enhanced security measures, session time-out has been introduced. There is an option to stay logged in as well. Click here to know more.
As a part of enhanced security measures, passwords must satisfy strict rules. Click here to know more.