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Which capabilities do you actually need?
Only “must have” eliminates candidates — be honest about what you use.
Reusable templates
Audit trail
Bulk send
Custom branding
SSO / SAML
SMS delivery
In-person signing
Identity verification
Signing order
Web forms
Payment collection
Webhooks
Multi-step workflows
Audit logs
Contact management
AI sales assistant
Reports & forecasting
Mobile CRM app
Permissions & security controls
Reusable proposal templates
Interactive pricing tables
Sign inside the proposal
View tracking
Content library
Payment on acceptance
CRM integration
AI drafting
Custom branding
Team roles & permissions
EU data residency