Fast, Organized, Accurate.

It’s astonishing just how many documents are involved with fulfilling just one order, proposals, contracts, lease forms, order fulfillment documents, and pickup and movement forms. And without it’s given paperwork, any step of that process is essentially invalid. SalesChain has your back when it comes to complex and precise document generation.

 

Using the information your team populates into our software, we intelligently generate precise documents for every step along the way. Not to mention – they’re beautifully designed for an extra level of professional aesthetics.

Sample Documents

Sales Order

Lease Agreement

Delivery Document

Pass Through Service

Electronic Signature

Our E-Sign feature serves as your ultimate online seal of approval, and is especially useful for those working remotely off site or at home. Accepted by all major leasing retailers, this feature allows you and your sales team to send documents out to clients for approval to be returned with a signature in record time, and all online. No more wasted time for signing meetings, no more lost paperwork, and no more hassle. Best of all, our firewall and security measures ensure total document security for you and your clients. During the coronavirus pandemic, when dealers want to minimize potential exposure, this feature really shines as an essential for continuing to maximize productivity while working in virtual and remote environments.

Contract Document Generation

How many documents are required to complete an order?  Proposals, credit applications, lease agreements, equipment request forms, sales commission worksheets, pickup and movement. Your sales team spends more time generating documents than they do selling.  Save time and win more deals with attractive proposals and formal lease and service contracts generated in SalesChain and track signing with fully integrated E-Sign.

Pricing Data -> Templates -> Merge -> Deliver -> Track -> E-sign

Learn More About E-Sign