Allow teams to create sign requests in seconds. Follow a pre-made template that keeps things consistent and easily assign it to the right people. For signatories, effortlessly stay on top of signature tasks via your NetSuite dashboard, receive notifications of upcoming due dates and query anything live, within NetSuite.
“The ability to have a ‘golden truth’ - a ‘who said what’ record all in the same place, with easy to use chat UI taking place in the same window as the actual signature helps us to close deals much faster.”
To get started, use a signature template to create a signature request in NetSuite with the Sign via Workiro button or on the App, from any device.
2. Discuss & Sign
Assign to the right people in your team and send a secure file link to customers to sign. Read receipts, automatic reminders and in-built messaging keeps things moving swiftly.
Workiro stores records automatically to update the signing journey in real time, all within NetSuite, filing the signed copy against the correct NetSuite record.
The Workiro SuiteApp is more than an e-signature solution for NetSuite. We help to facilitate the every day processes, tasks and communications of NetSuite users by removing the silos of information and providing one source of truth, allowing you and your team to focus on more meaningful work.Learn more about the Workiro SuiteApp→
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