Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.
Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.
Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences.
Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.
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FileInvite
5.0 out of 5 stars
(3 Ratings)
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system.
2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
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Dropbox Sign
4.9 out of 5 stars
(8 Ratings)
eSignatures for everyone. Dropbox Sign (formerly HelloSign) is the most simple and secure way to get documents signed. With Dropbox Sign, contracts are signed on average 80% faster than traditional paper-based contracts and just as legally binding. Built-in reminders and advanced signer options significantly improve document completion rates. Personalize the signing experience for your customers. Easily add your company logo, color, and custom messaging to stay on-brand. Documents that you send out frequently can be saved as reusable templates. Templates are excellent to speed up the signing process and streamline data entry. Documents signed with Dropbox Sign are more secure than pen and paper. An affixed (court admissible) audit trail ensures that actions are tracked and time-stamped. Account admins have the power to manage document permissions and configure team settings from a centralized dashboard, keeping everything more organized and secure.
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PandaDoc
4.7 out of 5 stars
(56 Ratings)
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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