Linking CloudSign with kintone makes managing information more convenient in the following ways.
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If such cases apply to you, submit an application for either of the plans below to enable these features.
I want to do all tasks in kintone, from creating forms based on customer information managed in kintone, to sending forms to customers and managing documents
"CloudSign MAKE for kintone"is recommended as you can create forms, send contracts and manage concluded contracts based on information registered in kintone.
You can easily register in-house application forms and contract templates. You can specify the sections to embed information from kintone, and sections that you want customers to enter.
[Example screen]
I want to use kintone to centrally manage contracts concluded on paper as well as contracts concluded using CloudSign
"CloudSign FILING for kintone" is recommended as you can import into kintone any printed documents you concluded in the past as well as PDF documents that you concluded with CloudSign to centrally manage contracts.
It allows storing, searching and managing deadlines to be available centrally on kintone.
[Example screen]
I concluded a contract and application in person, and want to use kintone to manage customer information that was entered
“CloudSign NOW” is recommended for face-to-face contracts, as it uses an iPad app to create forms and conclude contracts on site.
Information entered in iPads is stored on kintone automatically.
Recommended usage scenario:
Have customer fill out customer detail cards or application forms at stores
Have customers fill out application forms during face-to-face sales
Have employees fill in employment contracts in person
I received an application from a web form, and want to use kintone to manage customer information
The form creation system “CloudSign Sales Automation” is recommended for creating application forms and contracts automatically from customer inquiry forms.
Information that customers entered into inquiry forms is used for creating to concluding forms with a single click.
This service is ideal for automating sales processes as well as outsourcing operations to subcontractors or personnel and labor-related tasks.
ウェブフォーム | Web form |
kintone | kintone |
クラウドサイン | CloudSign |