Membership Software

The Best Membership Software for any Recurring-Billing Business.

Save Time, Money, Trees, Printer Jams
E-Sign on Phone, Tablet, Website & More
Social Workrooms or Simple & Fast
Legally Binding, Bank-Grade Security
If-then Logic “Smart Docs” or PDFs
Emailed PDFs + Docs Stored Online
Easy Setup & Integration Options

Executive Summary

SwiftCloud Membership Software is the same system we use to bill our clients - but much more. Collect and track recurring payments, automatically handle failed or expired credit cards, manage member contacts, integrate marketing, allow access to online or offline resources and more.

1. Create

Upload a word file, clone one of the free templates & edit it, or create from scratch. Bundle docs into envelopes, set the automation & you’re done.

2. Integrate

Add your logo & colors then link your website to your doc. Users can sign over the web, or on a tablet in your office or both. Need more? Kiosks, pads & more are options.

3. Get Paid

Signed docs are emailed to you as legally binding PDFs, sent to the signer with a customizable message & stored online most typically.

Win more sales by closing real-time on the phone, instead of waiting for a signed PDF to come back! Generate beautiful proposals in minutes using templates, build a sales army, standardize contracts for compliance, reduce errors by adding if-then branching logic, automate workflows from intake to merge into output PDFs and more. Automate referral requests and get easy customer feedback reviews you can turn into marketing assets.

Turn a cost and hassle into a profit center while adding legal protection for your business. Disallow redline / line-out editing, include smart logic for allergies, injuries to get more info if applicable, automate flows with minors and parents, get e-signatures in advance over the web plus at your facility on a tablet, sign-pad, or kiosk. Automate social review sharing and referrals to friends, auto-add participants to marketing follow-up. Integrate payment flows, streamline business & more.

Automate entire HR packages with e-Sign, upload images (i.e. driver’s license) right into docs. Setup 360 & employee reviews. Create e-Interviews with smart logic questions. Allow upload of PDF resume CVs. Bundle any assets (PDFs, Smart Docs, Videos, etc.) into envelopes. Setup flows, notifications, automate follow up. Clone HR template contracts, dismissal agreements track warnings, medical, compliance issues, make private notes or share discussion.

Generate complex contracts like PPMs, KYC docs and more easily using templates, “snippet includes”, smart logic. Manage assets effectively including HR, tenant rental applications. Create complex smart apps and then require upload of tax returns or bank statements. Tag & group contacts, create social shared workrooms for projects. Merge data into contracts, store private notes or share a discussion. Streamline referrals, export PDFs for e-sign & underwriting.

SwiftCloud is a complete paperless platform useful for RFPs, vendor contracts, HR, guidelines, an internal knowledgebase for teams and more. Leverage social workrooms with election committees. Secure time-date stamp assets like court docs & filings. NPOs can manage donor relations, manage complex projects, get volunteer waivers, track progress, build refer a friend forms, manage reviews & feedback to increase constituent value.

Easy, Instant Electronic Signature

Each electronic signature doc (or envelope, a bundle of related docs / invoices etc) will create a PDF which will be emailed to both you and the signer. We’ll also store it online in your SwiftCloud drive, in a private cloud storage folder shared with that signer. Your electronic signature doc will be hosted on SwiftCloud, but branded to you, with your logo & colors, so the doc cannot be tampered with, and then after electronic signature we return the user to your site (or payment, or more docs, etc. – whatever you choose).

Each electronic signature will also automatically add the signer(s) to your address book, so you could easily message people, follow up, export for marketing and much more.

Electronic Signature Setup is Easy

Legally Binding Instant Electronic Signature

Legally binding and compliant in all U.S. States and E.U. Countries and most jurisdictions around the world. Advanced options for military-grade PGP and HIPAA medical compliance on private clouds. SwiftCloud runs on 256 Bit SSL bank-grade encryption spanning multiple servers with auto backup. Docs can be signed 24/7 / any device / anywhere in multiple languages. Optionally add webcam, ID upload, photos or files uploads, mobile phone geolocation info and more. Integrate to CRM or pre-fill sales data, automate based on role for multi-party electronic signature and more. We take this stuff seriously, so if you need something you don't see, drop us a line.

Social Workrooms

All electronic signature signed docs will automatically create a Social Shared Workroom - a cloud based folder and collaboration workroom shared between you and the signer(s). Add private notes or comments, store files, complete information forms, upload & download docs, e-sign bundles of related docs, and much more. All workrooms feature a time stamped history of the file, sharing and permissions tools to add or remove people and commenting tools to easily see account history. Of course, each party to the electronic signature will get a PDF copy emailed as well.

Electronic Signature Your Way

The most common electronic signature type is a signable webpage, and after signature, the user gets forwarded back to your website for confirmation, or to payment. Need to get fancy, automate life, save time? Get signed PDFs, importable CSV files of all captured form data and more via email - or connect integration options to automatically post your signed docs and client or employee data into other systems. Setup signable webpages anyone can use or integrate to sales and CRM systems, HR software, and other workflows - then connection automation after signature for a complete solution.

More SwiftCloud Electronic Signature Features

Easy, Instant Electronic Signature On Any Device

Turn any document into a secure, signable, and legally binding form that you can complete over the web using a computer, tablet, or mobile phone.

Simple But Powerful

Utilize easy-to-use tools such as envelopes for multiple documents, multi-party signatures, file export, notifications, and more.

Re-Usable Document Templates

Avoid repetitively dragging “sign here” stickers by saving templates for instant reuse — even if only some data changes.

Workflow Implementation Your Way

Choose your implementation strategy, including email and SMS requests to URL, website embeds, co-branded links to user flows, webform feeds or use our API to set up your own.

Seamless SwiftCloud Tools Integration

Dive into the SwiftCloud ecosystem for automatic options for payments, e-commerce, invoices, sales contract management and external integrations, and more.

Bank-Grade Security & Audit Trail Fingerprinting

Rest easy knowing security and auditing mechanisms are in place for legal disputes, including 256-bit SSL, browser fingerprinting, date-time stamping, and GPS location tracking.

Export PDFs, Images, CSV Spreadsheets & API flow.

Export all signed documents to your system and trigger automation for marketing, sales, accounting, and task management for real-world results.

Action Based, Human-First Design

Rely on software that conforms to you and your business. Customize labels and get crystal clear guidance for the next step of any sale and put systems on autopilot.

Device Friendly

Use our system anywhere you like, such as on a mobile phone, tablet, desktop, or even wall TV. All devices support cloud-based 24/7 access and automatic backups.

PRICING TBD – Contact Us

Guaranteed Value Investment

We aren't happy unless you're happy. Our software should give your company 100% ROI — in fact, we guarantee all service for 60 days with an unconditional money-back guarantee.

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FAQ

Is electronic signature legally binding?

Yes! Electronic Signatures are 100% legally binding in nearly every jurisdiction around the globe, including the U.S. and E.U.

Furthermore, electronic signatures are actually MORE difficult to forge than a traditional ink signature, because of the digital “fingerprinting” left at time of signature.

For all paying accounts, expert witnesses are available for court appearance or deposition in the highly unlikely event enforcement assistance is needed.

Each e-Signature done on the Swift Signature platform also carries an audit trail, and optional SwiftCloud-account security requirements.

For some exciting reading, we encourage you to review specific laws for your area, such as…

United States: ESIGN Act of 2000, UETA (Uniform Electronic Transactions) Act European Union: Electronic Signatures Directive of 1999 & 1993 Various other countries

UPDATED: Country-specifics list started:

Brazil

Practically speaking, enforcement for most civil contracts requires a subscriber’s willingness to sue and take the matter to court. For our part, we are frankly looking forward to making a few examples of anyone attacking the status and legal authenticity of the signatures, and have a lot to gain (both publicity as well as direct financial damages) by proving this matter.

To aid in enforcement, we have available both expert witnesses and attorneys, and in addition ......More...