3 Take-Aways: Customer Advisory Panel

3 Take-Aways from our First AssureSign Customer Advisory Panel

The philosophy behind AssureSign’s core value, Innovation—“Learn from yesterday. Transform tomorrow.”—is embodied in everything we do, from our customers to our employees.

Yet, innovation in isolation doesn’t define success.

Imagine yourself holding “innovation” in one hand 🖐🏼 and your current processes in the other hand 🖐🏼. What does it look like when you put the two together (besides clapping 👏🏼)?

To find out, we formed a panel of AssureSign customers and partners from a variety of industries. Enterprises and SMBs using AssureSign from a year to over twelve—MagTek, Auric Energy, and Captorra to name a few—sat down with us last week to participate in our inaugural Customer Advisory Panel (CAP).

The primary focus broke into three segments:

  1. V3 RESTful API rollout
  2. Recent and future developments of the AssureSign Simple Setup UI
  3. Security enhancements

1. V3 API Rollout. RESTful Style.

Many of our CAP attendees manage their digital transaction and electronic signature needs through the AssureSign web-based portal or one of our out-of-box CRM integrations, while others utilize proprietary integrations built by leveraging our open APIs.

During CAP, we laid out the roadmap for AssureSign’s V3 RESTful API rollout. Not only do the V3 APIs provide new benefits to all AssureSign users, it enables the migration of coveted features from our Classic Interface to the new Simple Setup UI.

“We were extremely happy to learn about the options AssureSign offers Dynamics CRM and SharePoint [users], which are significantly better than options offered by other document signing providers. AssureSign’s feature set saves our sales team valuable time every day…”

Richard Bishop, IT System Administrator for Auric Energy.

2. Simple Setup UI

Since its 2017 inception, the drag-and-drop interface has become an AssureSign fan favorite, touting features like eSign via Text, custom email design use, and combined template/envelope view.

However, with the rollout of AssureSign’s V3 APIs, features previously exclusive to Classic Interface like bulk envelope sending and workflow customization will soon be available in our Simple Setup UI. In addition to migrated features, new offerings such as ePayments and conditional logic (if-then sequencing) are on the horizon.

“[The panel] provided an excellent opportunity for me to learn more about the AssureSign roadmap and future solution enhancements. I’m excited to collaborate on integrating [MagTek] payments with eSignature.”

Rodney Vesling, Vice President and General Manager of MagTek, Inc.

3. Security Enhancements

Wrapping up the CAP agenda was AssureSign’s CTO, Donald Kratt highlighting recent and soon to come security offerings. One of which being the native single sign on (SSO) mainframe built into Simple Setup.

When using our eSignature with single sign on, users immediately have access to all their AssureSign environments after a single login! What’s more, you can use preexisting Microsoft Logins to sign into AssureSign. Much like a one-click login after initially entering credentials to your Facebook or LinkedIn account, your username and password to Azure Active Directory (Azure AD), Live ID or other Microsoft account will grant you one-click access to AssureSign.

Another upcoming security enhancement to the AssureSign platform is the introduction of two-factor authentication for our eSign via Text feature, the only native electronic signature via SMS/text message offering in the industry. This lends an extra layer of security when verifying signers.

Read more about the AssureSign Customer Advisory Panel here.

Not only was AssureSign named a Microsoft Gold Partner in 2018, we were the only eSignature vendor to place as a Top 40 Most Innovative Company. Learn about how AssureSign pioneers innovation in the most recent independent Electronic Signature Software Report naming AssureSign a “Market Leader.”

Click to download the FeaturedCustomers' Customer Success Report for Fall 2019