eSignLive Empowers Business Users to Manage E-Signature Transactions
For organizations relying on e-signed transactions and straight-through processing, Transaction Manager is an essential tool that can be leveraged by all business users, including sales and support staff, and management. Business users now have the power to monitor, manage and report on transactions in real time, while tracking the customer’s status in completing required documents.
“One of the biggest benefits of bringing customer processes online with e-signatures is the ability to increase visibility into transactions, empower front-line staff and as a result, ensure a great customer experience,” said Tommy Petrogiannis, CEO and co-founder of Silanis Technology. “Transaction Manager extends the benefits of electronic straight-through processing to all interested parties.”
From a configurable dashboard, users can:
Monitor: Transaction Manager gives sales agents the information needed to determine the status of their customer transactions and keep the e-sign process moving forward. It provides at-a-glance and detailed views into transactions based on search/filter queries. Sales agents can monitor transactions about to expire or search by transaction number, status (in progress, completed, not started, locked, expired, etc.), or any number of default and configurable parameters.
- Manage: Transaction Manager empowers customer service and support staff with real-time access to transactions in progress and as a result, offloads the sales team from having to deal with support issues. Support staff can correct email addresses, re-send email invitations, unlock customers who fail authentication, and more.
- Report: Management can now generate reports on the status of transactions in progress by location, users and products; track drop-offs and abandons of customer transactions; determine transaction cycle times; and more. Report criteria can include a number of business-line-specific parameters such as sales territory or product type.
Transaction Manager authenticates users via LDAP or SAML, and also determines which transactions users are authorized to access.
About Silanis Silanis is the most widely used e-signature solution in the world, responsible for processing over 600 million documents annually. Since the company was founded in 1992, our solutions have strengthened the business processes of thousands of organizations, including four of the top North American banks, eight of the top 15 insurance companies and the entire US Army, among others. Companies and government organizations around the globe depend on Silanis to accelerate business transactions, improve customer experience and reduce costs while improving compliance with legal and regulatory requirements. Silanis’ on-premise, cloud and SaaS e-signature solutions eliminate manual, paper-based processing and enable e-commerce and e-government transactions to be electronically executed from start to finish.