Use compliance documents to increase lead generation
September 24, 2020
With this release, Pima is moving away from a single “Default” Request Center and adds support for multiple of them.
Pima.app now supports multiple request centers. Organize your Documents and Agreements per category and decide which document can be requested on which page.
Here are a couple of use cases:
Blog Post & Press Releases
Are you writing about your new SOC2 Type I or SOC2 Type II report? Might as well allow prospects and customers to request it by filling out a form! By doing this you can collect lead information for your sales team. That’s right, you can now use Pima as a Leadgen tool to add to your multiple channels.
Legal Documents
Tired of sending the same contracts over and over? Group your Non Disclosure Agreements (NDA) and Data Protection Addendum (DPA for GDPR) together and allow your customers to request them.
Security Page
Combine all your Security documents in one page. Pentest results, SOC2 Reports, Infrastructure diagrams, anything goes. Set your documents to require an NDA signature before being sent out and free up some time to work on the things that you like. Let Pima do the heavy lifting while collecting prospects information
Leverage Compliance Documents for Leadgen
With this release, your sales team can safely advertise security documents and gather information from customers, prospects, and leads. This gives your team an additional channel to go after large enterprise clients.
Live example
See how Datatura is using Pima.app to share confidential documents with their customers and prospects.
Continue reading →Company notes & existing agreements
August 11, 2020
With this release, you can add notes to a Company and upload existing agreements directly into Pima. Tired of tracking all your NDAs and DPAs on a spreadsheet? This feature is for you!
Continue reading →Resend an Envelope to your Contacts
July 30, 2020
With this feature, you can now resend an envelope to your contacts. This is an easy way to nudge a prospect who hasn’t signed an agreement yet!
To access this feature, first, click on a Company name, then look for the desired envelope and click on Details. You can now manually Resend links to the appropriate contacts.
Continue reading →Send Documents to Multiple Contacts
July 28, 2020
You can now share Documents with multiple contacts. Simply add them to your Contact list within a company, or add them on the fly as you share a document with a company!
Simply pick a signer and multiple recipients. All recipients will receive the documents contained in an Envelope as soon as the Signer has completed the agreement
Continue reading →Support for multiple agreements
July 27, 2020
Support for multiple agreements is finally here! In its first version, Pima only supported a single Non Disclosure Agreements (NDA) to share documents. This release allows you to share any type of standard agreement, allowing you to decide which agreement to use based on the business relationship you are establishing with a prospect or customer.
Your customers can now request a Business Associate Agreement (BAA) for HIPAA, or a Data Processing Addendum (DPA) for GDPR and sign them on the fly!
Publicly available on the Request Center
Add agreements to your Request Center and let your prospects request agreements for signature without involving anyone from your legal team.
Tired of chasing down signatures for GDPR’s Data Processing Addendum (DPA)? This feature is for you!
Combine agreements with documents
You may now enforce the signature of one or multiple agreements before automatically sending out a watermarked document to a prospect. This is the perfect feature for companies that handle a large amount of requests slowing down their sales team.
Continue reading →
