OneSpan Sign Integrations

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.

Store, sign, and secure your content on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle. ✓ Unlock the value of your content with AI: Pair top AI models with your organization’s content to find information, extract insights, build custom AI agents, and automate the work that slows you down ✓ Get unlimited collaboration: Create, manage, and share files from anywhere, with anyone ✓ Protect your content: Secure your sensitive files and data, thanks to granular access controls, intelligent threat detection, and adherence to stringent compliance requirements ✓ Scale with 1,500+ integrations: Work from anywhere across all your team’s favorite apps and extend the power of Box with APIs

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Microsoft SharePoint is a secure, enterprise-grade collaboration and content management platform that connects teams, information, and workflows. With AI-powered Copilot and SharePoint agents, users can instantly generate pages, summarize content, and surface insights from within their sites. It enables seamless document management, version control, and real-time collaboration—both inside and outside your organization. Customizable templates and drag-and-drop tools make it easy to design visually engaging intranet sites and portals. SharePoint also provides robust security and compliance features, including access controls, data governance, and conditional policies. Integrated deeply into Microsoft 365, it helps businesses streamline communication, boost productivity, and accelerate their AI transformation.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes.

Revv gives businesses the speed and brand consistency in their documents to stand out from competitors. It’s the ideal wingman, supporting entrepreneurs in their dream of running a business, one document at a time. The intuitive user interface and 1000+ vetted, pre-formatted templates, encourage users to be self powered, requiring no code or special skills to set up and manage. Documents are smartly organized, created, reviewed, shared & eSigned in one central place so that you can focus on your job. Use Revv’s machine learning abilities to competently navigate and analyze complex counter-party documents and reduce dependency on experts. Integrate with business systems such as CRM and payments via Zapier or simply connect to Google sheets to import data into documents. Key features 1000+ ready to use, pre-formatted templates Easy to use document editor Smart document repository with support for attachments Integrate apps via Zapier, native APIs Get documents filled & eSigned

Neota Logic’s no-code, logic-driven platform enables businesses to rapidly develop, deploy, and scale deterministic workflow and document automation solutions that seamlessly integrate with, and orchestrate across, their entire tech stack. Neota Logic provides proven tools that drive business transformation through powerful, trusted digital solutions. Leveraging our enterprise-grade automation platform, customers worldwide turn their ideas into secure, sophisticated applications. Our intuitive platform makes it simple for organizations to build and deploy decision-making solutions that automate the work behind their most critical processes. Built to empower self-service users while meeting enterprise requirements, Neota Logic® is a robust and flexible digital transformation platform. Paired with our expert professional services, Neota enables clients to fully realize the value of the platform.

Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. And in combination with Oracle's Commerce solutions, they deliver a unified cross-channel experience for consumers. Only Oracle CRM On Demand Industry Editions provide organizations with CRM solutions tailored for specific industries. Unlike other hosted CRM solutions, Oracle CRM On Demand Industry Editions are built upon Oracle's deep industry expertise, providing organizations in the automotive, high technology, insurance, life sciences, and wealth management industries with tangible business value from the start of deployment. Oracle CRM On Demand Industry Editions feature pre-built business processes, data models, object models, and business logic designed to support the unique requirements of each of these industries.

TrustBuilder is your reliable partner in cybersecurity. We go beyond the traditional software firm role, focusing on delivering robust and secure solutions that foster trust among enterprises. Through our Access Management Platform, TrustBuilder.io, our commitment is to ensure the secure digital journey of your employees, partners, and customers. With our advanced MFA and CIAM technology, we provide uninterrupted access while safeguarding identities. > TrustBuilder's SaaS MFA provides airtight, phishing-resistant security, passwordless experience, and seamless integration. > TrustBuilder's tailor made CIAM provides PBAC delivering fine grained authorization based on attributes with customisable workflows.

Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.

​ezidox™ is a​n award-winning​ document collection and management platform for businesses that need to collect​, verify and securely store​ multiple documents ​from their clients​ or other third parties as part of a complex transaction​. ​Mortgage applications, procurement, compliance, employee on-boarding and management, professional services​, government departments, etc. ​ezidox™ makes document collection faster and simpler for ​both Collectors and Senders. ​ezidox™ ​tracks the complete process so that ​both parties know exactly what stage they are up to, and receive regular reminders until the process is complete. The entire transaction is then auditable if required. ezidox™ is customisable so that ​Collectors can specify the names of documents need​ed​ and group them any way that suits so that ​documents are grouped and indexed according to the establsihed workflow. ezidox™ is a vital growth ingredient for our clients.

Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems.

InfinityX is the most powerful, intuitive, and flexible retail software package available today. Our fully integrated solutions include: POS, price tags, inventory and warehouse management, distribution, purchasing, EDI, auto inventory replenishment (company and stores), service department tracking, marketing, promotion analysis, 2-way texting, sales management and coaching, goal tracking, sales and profit analysis, frequent buyer program and tracking, employee productivity tracking, time clock and employee scheduling, cashiering. For companies with in-house financing: credit scoring and auto approval, centralized credit approval, collections, automated skip tracing, verifications, payment processing, electronic signatures, legal collections and custom forms. Contact us at 310-365-9600

Covalent is a cloud-based loan origination system that includes digital onboarding consumer, mortgage and commercial requests, automated underwriting and credit structure, compliance management, including HMDA data collection, adverse action letter management, fully integrated early disclosure and closing documents, including TRID, core import/export, e-sign and more. Our system is so intuitive that your associates will have near-instant usability. In the time it takes to open the bank in the morning, you can have your users trained on the system. Your analyst, your rules! When your lending policy changes, you’re able to modify the loan origination automation process without getting software developers involved. Lenders love C2 Covalent’s instant usability, predefined product types and modules. Spend less time on training and more time on the customer relationship. Flexible reporting, increased customer share of wallet, and significant time savings for your analysts.