Convoflo New Features Version 2.16
New Convoflo Features
Simplify Customers communication Management for Professional Services
At Convoflo, we are committed to making the operations of professional services firms easier with innovative, practical, and secure features. Our latest update directly addresses the flexibility, efficiency, and compliance needs of professionals. Here’s how version 2.16 simplifies your daily processes:
1. Recovery of Partially Signed Documents
Access partially signed versions of documents immediately without waiting for final validation.
Main benefit: Increased visibility and control throughout the signature process. Once documents are partially signed, an updated version is immediately available in Convoflo for download by authorized parties. Users can also track in real-time how many signatures are still needed.
Example: A firm can quickly retrieve contracts already partially signed to review them before final approval.
2. Microsoft Entra ID (formerly Azure Active Directory)
An integration solution that connects Microsoft accounts and Convoflo for unified user management and simplified access to Convoflo accounts.
Main benefit: Simplified and centralized identity management. With this integration, firms can synchronize their users' identities between Microsoft and Convoflo, reducing authentication friction. This ensures enhanced security while making it easier for teams to access secure spaces.
Example: When a new accountant joins the team, the integration with Microsoft Entra ID allows them to automatically access Convoflo with their Microsoft credentials, with no additional configuration required. In the case of departure, their access is immediately revoked, ensuring security and efficiency.
3. Signature Delegation
Users can now delegate a signature request to another person with notification and full tracking.
Main benefit: Increased flexibility in your validation processes. Users can delegate a signature request to someone else, who will be immediately notified. A visual tracker in Convoflo ensures all delegations are traceable, guaranteeing impeccable accountability.
Example: An accounting firm can allow a client to delegate a signature to the responsible person in case of absence, without interrupting the workflow.
4. Free Trial of the Electronic Signature Module
Activate a trial period directly in the Convoflo interface to explore the benefits of the electronic signature module.
Main benefit: Discover the advantages of electronic signatures with no commitment. Admins can activate a free trial directly within the Convoflo interface, including 10 watermarked signatures. This is perfect for testing the speed and effectiveness of electronic workflows before adopting the solution long-term.
Example: A professional services firm can experiment with electronic signatures for confidential contracts or mandates and evaluate their impact on productivity.
5. Equisoft Integration
Optimize your data exchanges with the Equisoft CRM by synchronizing files from its "Documents" section with Convoflo.
Main benefit: Enhanced collaboration between Equisoft and Convoflo. Files stored in Equisoft's "Documents" section are now synchronized with Convoflo, providing smooth and organized access to essential information.
Example: A financial services firm using Equisoft can retrieve files directly into Convoflo to simplify exchanges with clients.
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