ChannelLink allows users to create custom docs and forms to manage any interaction with a customer or partner that requires information and signatures to be captured. Custom Docs can be used for:
- Agreements and contracts
- Authorization forms
- Work orders
Custom Docs are created on the fly in a dynamic web interface or you can add fields and signature capability to existing docs. Custom Docs are shared internally and with your trading partners. As forms are generated and signed, the documents are stored in a database for easy retrieval and management.
You have access to all the usage metrics you need to better understand who is using what information and how you can better manage your sales collateral and other documents.
- How many times has a document been accessed?
- What partners are using what types of information?
- How does document access relate to sales?