DocSignerDS-01.03

Client Services Suite links

Sidebar section that links PipeLeads CRM, Lead Finder, ProjectBaser, CalendarBug, Invoicer and DocSigner.

Find it in DocSigner
  1. Sidebar
  2. Client Services Suite
/dashboard

The chain

From what it does to where it takes you.

  1. 01

    FeatureWhat it does

    A collapsible sidebar list of the client tools that sit next to DocSigner.

  2. 02

    AdvantageWhy it beats the usual way

    Lead, project, meeting, invoice and contract tools share one design and sit one click apart.

  3. 03

    BenefitWhat you get

    You move a client from lead to signed deal to invoice without relearning a new screen.

  4. 04

    Promised LandWhere it takes you

    Every client gets the same clean handoff, and nothing falls through the cracks between tools.

Try it yourself

Put Client Services Suite links to work.

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