Initiating and Sending New Conversations

Owned by Cody Thomas
Last updated: Aug 02, 2023
1 min read

Starting a new Conversation (non-automated) sent from your P2/Conversations dashboard:

Remotely and digitally transact ALL phases of business within ONE encrypted container/session

  • Push Data/Docs

  • Pull Data/Docs

  • Chat – real-time with your customers

  • E-Sign (DocuSign) or (Adobe Sign)

Click below to experience a click-through demo of sending a new Conversation:
https://app.storylane.io/share/k9ywv3gmzoia (Must be on desktop, Not optimized for mobile)

Example Uses:

  • Dealerships like to send their customers their post-deal documents.

  • Banks want to send customers their final loan documents

  • Healthcare providers want to provide exam or surgery documents.

FULL VIEW CLICK HERE