Esignature Prioritization and Security

Collecting e-signatures can be a messy hassle, usually either being secure or easy. We explored the options and determined that the best route for secure and easy document e-signing was to build our own documents hub. This way, everything is in one place and you don't have to link to or sign up for a third-party e-signature service. It's all right there in Jigawatt Fusion.

An Extra Layer of Security

To ensure that the right person is signing the right line, Jigawatt Fusion implements 2-Factor Authentication to the e-signature process. This way, Mr. Customer can't come back and say "I never signed anything, you're a conman!"¹ This works a little differently for you and for the customer, so it might be beneficial to screenshot this or bookmark it in case you need to instruct a customer on how to sign their documents.

Now, for you as the Jigawatt Fusion user, you've created an account and have signed in with your email address and user-created password. Since we recommend against sharing accounts, this creates the reasonable assumption that you are the one accessing your account and therefore the one putting your countersignature on documents. On the customer's end, you will send them their documents, they'll receive an email with a link to their proposal, which they can then view and accept (or request revisions, but we'll assume they're accepting because you're a sales shark), after which they will be directed to the documents hub. Here, they will be prompted to either select email or SMS (text message) to be sent a unique 5-digit code. Note that the email address or phone number they provide MUST be an exact match to what you have on their customer contact page in Jigawatt Fusion, so make sure it's typed in correctly. Once they enter this 5-digit code, they will be taken to the documents hub, where they can now securely sign whatever documents need signing.

¹NOTE: Actual conmen, please use another sales platform