SnapSign

Sign

Request signatures or sign documents right from a single ‘sign’ button that is deployed on standard NetSuite pages - such as Customers, Leads or Opportunities as well as many others.

Now you can realize business results faster – and with greater visibility and confidence. Once your documents are completed they can be saved back to NetSuite’s File Cabinet and are associated with the corresponding NetSuite object – making documents easy to find and share. You have all the power of SnapSign’s powerful e-signature solution accessible and seamlessly integrated with NetSuite.

Integrated

SnapSign has worked with NetSuite to develop a powerful and fully integrated solution - helping you realize even more from your NetSuite investment.

SnapSign leverages NetSuite’s extensive set of APIs to give you access to contacts and documents natively stored within NetSuite’s database. Additionally, you can use NetSuite data to dynamically populate SnapSign documents – leveraging NetSuite as your single source of the truth for data across your business.

Insight

With SnapSign you can track the status of a document right from within NetSuite. Now you will have greater visibility as to who has viewed a document and where a document is in it’s lifecycle - all available in a native NetSuite tab.

Extend

You can also extend the power of SnapSign and our NetSuite integration to better fit your unique business requirements:

• Deploy SnapSign’s ‘Sign’ button to other NetSuite objects
• Extend document workflow by creating custom records or calls to other NetSuite APIs when documents are completed.
• Send custom notifications upon document completion.
• Build custom templates for documents that you find yourself sending out time and time again.
• Map NetSuite field values dynamically to SnapSign templates to pre-populated documents before you send them out.
• Upload a custom logo to brand your customer experience.

Features [General]

Simple
SnapSign’s intuitive and compelling user interface has been designed to help you get productive right from the start.

Secure
Our hardened server infrastructure is hosted behind a secure firewall at a world-class SSAE-16 (SOC 1/SOC 2/SOC 3) certified data center that has also been ISO 27001 certified.

Cloud
SnapSign is ‘in the cloud’ – so you can access it anywhere – from any device (browser compatibility required). With SnapSign you can send and sign documents from the beach, on the plane (wi-fi required) or even – of all places – in the office.

Powerful Workflow
The built-in workflow gives you the flexibility to determine how a document moves through your business process. So whether your process calls for a single signature or you require multi-form documents with multiple ordered signatures – along with comprehensive approvals and review – our workflow can be quickly configured to meet your needs.

Templates
With SnapSign you can build and reuse templates for frequently sent documents. If you find yourself sending out the same set of documents time and time again – such as new hire paperwork, Family Medical Leave Act (FMLA), Non-Disclosure Agreements (NDA), sales contracts or so many others – SnapSign’s templates feature will save you a ton of time.

Teams
SnapSign’s teams feature allows you to create groups of users, so that you can share templates with only the people you need - or want to.

Legally Binding
SnapSign is compliant with the US ESIGN Act and the UETA – so you can have the confidence in knowing that your documents are legally binding.

Audit
A powerful and comprehensive audit log tracks the history of every document within SnapSign. The document audit log tracks who (user authentication method), where (IP address as well as physical location (GPS) information) and when (the date and time of changes made to the document) for all documents.

Built For NetSuite
SnapSign has achieved NetSuite’s Built For NetSuite designation helping to ensure that SnapSign meets the same level of standards for security, data privacy and overall quality as you have come to expect from NetSuite.