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What is Connect Software?

Designed specifically for the Commercial HVAC Service industry, Connect Software has shown a remarkable capability to elevate service contractors' annual growth by an impressive average of 20%. This robust platform provides a comprehensive solution for managing assets and equipment, overseeing customer interactions, and setting pricing for a variety of service agreements, including project contracts and expedited "Quick Quotes." In addition, Connect produces 28 customized, professionally branded documents and includes a powerful CRM, complemented by extensive field and contract management capabilities. With the introduction of Connect Sales, you will never overlook a proposal or lead again, as it guarantees total transparency for every opportunity, thereby creating a growing pool of "warm leads." You have the ability to control what information is shared with customers, featuring polished presentations and updated Terms & Conditions. Furthermore, users can easily access customer data, proposals, sales dashboards, and more from any Internet-enabled device, which significantly boosts efficiency, communication, and professionalism through a unified platform. This seamless integration not only simplifies operational workflows but also allows contractors to dedicate more time to cultivating growth and building strong client relationships, ultimately benefiting the entire business ecosystem.

What is Box Sign?

Box Sign's seamless integration enables users to execute electronic signatures directly within the Box platform. This functionality simplifies the signing of essential business documents like sales contracts and offer letters. The Content Cloud facilitates the entire workflow, encompassing the drafting of agreements, acquiring signatures, and storing completed documents securely. As a component of the Content Cloud, Box Sign can seamlessly connect with over 1,500 applications, including Okta, Salesforce, and Microsoft 365. This integration allows for faster deal closures, improved collaboration with partners, efficient remote onboarding of new employees, and the incorporation of e-signatures along with a secure content infrastructure. Additionally, Box Sign can be easily integrated into your website and customized applications, enhancing the experience for your customers, partners, and teams alike. By leveraging our user-friendly APIs and developer tools, businesses can deploy the advantages of e-signatures wherever needed, ensuring flexibility and efficiency in their operations. Ultimately, Box Sign empowers organizations to streamline their signing processes and foster a more agile work environment.

Media

Media

Integrations Supported

Integrations Supported

Box
Box Shuttle
Microsoft 365
Okta
Salesforce

API Availability

API Availability

Has API

Pricing Information

$99

Pricing Information

$10 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Connect Software

Date Founded

2016

Company Location

United States

Company Website

www.connectsoftware.com

Company Facts

Organization Name

Box

Date Founded

2005

Company Location

United States

Company Website

www.box.com/esignature

Categories and Features

Contract Management

Not specified

Equipment Management

Not specified

Categories and Features

Contract Management

Not specified

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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