Using The Business Plan's Features
The Business plan is a team plan that includes 3 users (additional users are another $10/month or $96/year per added user) and several other advanced features.
For pricing details and to see a list of included features, click here.
To access the Branding features included with the plan, go into your Account Settings and click on the "Branding" tab:
Adding Your Logo to Recipient Emails
In this section you can add your logo by clicking on the "Upload Your Logo" button and saving your changes:
Now, your logo will be displayed in the email that the document comes from:
Your logo will also appear in the upper left corner of the document when your recipient opens it and begins signing:
Customizing the "From" Field in Recipient Emails
Additional branding features include the ability to replace the "From" field in emails with your company name:
When your recipient opens the email with the document that you sent to them, the "From" field will no longer say "via SignWell" but will instead display your name/company name:
Customizing Your Email Signature
In the Branding Settings, you can also enable the option to add your signature to the email message that displays when your recipient views the document you've sent them:
From the recipient's email view, this will show up at the end of your custom message:
Note that the email signature is a setting on the account level (or subaccount level, if you've set that up) and will appear below the custom message of every document that's sent in your account.
The Business plan also includes the option to redirect recipients to a specific page after they've signed your document. You can enable this by going into your Account Settings:
Remain in the Account tab, scroll to the bottom of the page and enable the "Redirect to Page After Signing" setting. Then, enter the URL for the page that you'd like to redirect your recipients to and save your changes:
With this enabled, as soon as one of your recipients signs their portion of the document, they'll be immediately re-directed to the page for the URL that you entered.
This setting is on the account/subaccount level and cannot yet be set on a per document/template level.
Adding Additional Senders to Your Account
Another important feature of the Business plan is that you can invite other members (total of 3 senders included) to join your account who can help you edit and send documents.
To do this, go in to your Team Settings and click on the "Add Members" option:
From there, you can enter the email addresses of the people you'd like. For more information about adding team members, click here.
When it comes to field settings, the Business plan includes data validation for text fields. Enabling data validation allows you to enforce that the recipient enters certain data into the text field, such as numbers only or an email address.
To utilize these settings, add a text field to your document and click on the "advanced" settings for the field:
At the bottom of the advanced settings options, you'll see "Validation":
Click on the drop-down menu and select which type of validation you'd like for your text field:
This will ensure that your recipient enters data specific to the validation requirements that you have set.
The Business plan allows you to request attachments from your recipient. When they have finished signing the document that you sent them, they will be prompted to add the attachment that you requested:
To require or request that a recipient attaches a file to the document before they can complete it, click "Send" (for templates, click "Sending Defaults") from the preview page of your document:
At the bottom of the send dialogue, click on the "Request Attachments" button:
Enter the name of the attachment and assign it to a recipient:
Save your settings and send the document.
Lastly, the Business plan includes In Person Signing. A tutorial video and additional information about this can be found here.