The integration of a professional signature process
About the integration to WorkPoint
Most organisations have experienced complicated and lengthy procedures when gathering signatures from all involved parties. At the end of negotiations, the handling of signatures can often be an important and determining factor that may even affect the outcome and potentially be the difference-maker between a won or lost sale.
The worst-case scenario is that potential customers, clients or partners decide to put their investments in products or services elsewhere, simply because of a slow and unprofessional process regarding signatures.
Recently, thanks to the integration between WorkPoint and Penneo as part of WorkPoint Express, those issues won’t happen anymore.
Penneo allows users to add their signatures to online documents or contracts. By integrating Penneo into WorkPoint Express, users will have a more complete experience when operating with the task of signing documents or contracts.
An optimised flow for WorkPoint’s solutions
The digital signature integration provides our users with a much faster, easier and safer method for sending signatures. By replacing the old paper-written signature format with an optimised and digital flow, you can start saving resources in both time and money.
This feature can be integrated to support WorkPoint’s solutions. Whether you are using WorkPoint for project – or case management across the entire organisation, or you are using WorkPoint for strictly managing tasks in your Legal or HR department, the feature can assist you in standardising and automating complicated workflows.
This also helps you in establishing an overview of the individual contract – or document status. With Penneo in WorkPoint, you can always see which documents or contracts that are waiting to be signed or that have been signed. In combination with the unique WorkPoint architecture, organisations can easily create and maintain a well-organised flow for gathering signatures.
How to use digital signature in WorkPoint
To ensure that WorkPoint users can start using this feature as a part of their platform, we have created a quick how-to video guide for Penneo’s digital signature tool in WorkPoint.
The video presents how you can simply send documents or contracts for signing by right-clicking on the file in WorkPoint Express. This enables you to send your document to a Penneo desktop program where you can assign multiple documents and signers to the individual case file.
The video also shows how WorkPoint automatically updates the documents’ status and stores documents after having been signed and approved in Penneo.
See the video for WorkPoint integration with Penneo digital signature:
See the system requirements and how-to setup the Penneo integration in WorkPoint: