At Pipefile, we know that simplifying document collection is at the heart of saving time and speeding up your processes. That’s why we’re excited to announce the launch of our new integrated document scanner, now available to all Pipefile users. Gone are the days of wrestling with clunky apps or relying on your clients to… Continue reading Introducing the Pipefile Integrated Document Scanner: Faster, Smarter, and Seamlessly Efficient
Category: Product Features
New! Fillable Forms and eSignature
At Pipefile, we’re always working to streamline document management for you and your clients. Today, we’re thrilled to announce two exciting new features: fillable forms and eSignature support!
These new tools will help you save time, reduce friction, and make document collection and signing even easier. Let’s take a closer look at what these features can do for your workflow.
New! Reorder Templates
Reorder your templates and keep them organized how you like them now on Pipefile! Key Benefits: Need help? Click here. We hope this update helps streamline your operations, save you time, and improve your overall user experience on Pipefile!
New! Pipefile Comments
Keep all your client communication in one place now with our new comments feature on Pipefile! When your clients have questions about requests, they can now leave comments directly on Pipefile without having to call or email. You’ll receive notifications about new comments and can respond directly from your dashboard.
How to Collect Documents Faster
Are you still using email or shared folders to collect documents from your clients? There’s a better way. Learn how Pipefile makes document collection simpler and safer. How well does your current document collection process work? If you use email or shared folder solutions like Dropbox or Google Drive, you could be wasting precious time… Continue reading How to Collect Documents Faster