Contacts

ContactsSep 15,2020

One major unique strength of SwiftCloud is that we are a social network, with a full contact editor. Below is an overview of editing contacts – the basic version. We’ll take a deeper dive video soon. When this matters and is especially helpful is when one person signs many docs – say, for HR, real Read More…

Getting Paid

Getting PaidSep 3,2020

We have many ways to collect money in SwiftCloud, which are… Invoice / Estimate / Proposal / Receipt System Shopping Cart / SwiftShop / e-Store Landing Pages or Sales Page Signup-with-Product (i.e. Memberships) e-Sign In-Doc Mode “Sign & Pay” – integrated into an e-Sign doc, or doc-form like a setup or intake form, lease application, Read More…

Membership / Recurring Billing Software

The same software we use internally to bill for SwiftCloud is now a product anyone can use. Use this for… Agency Services – i.e. PPC Coaching Membership Website Offline Memberships Property Rental Club Management Union Management Box of the Month Club Here’s the somewhat clunky demo of how to use it – we’ll smooth this Read More…

SwiftCRM Support

SwiftCRM SupportAug 11,2020

This is the documentation home + onboarding guide for Swift CRM. In this we’ll cover… Managing Contacts Proposals / Estimates / Invoices / Quotes / Receipts Sequences – Automated Follow Up Managing Deal Flow via tags, workflow (tasks / projects system) Roles, Custom Project Types, Custom Field Config other Custom Settings Importing Contacts into SwiftCRM Read More…

Swift Membership Software Official Documentation

AUG 2020 UPDATE: Below refers to Swift Membership, a (free) wordpress membership plugin we wrote a few years back. Our brand new membership & club management system is on track to release Aug 2020, using the same systems we use internally. The new recurring billing software is designed for…. Membership Websites Offline membership businesses – Read More…

User Sessions

User SessionsJun 11,2020

A “Session” is an doc + data filled into it. Usually this is used for sales, but it’s also good for HR packets and other complex forms. GOAL: Fill in a form and hand it off to a client to confirm, sign, and get back to you. Here’s the short overview… Note there are 2 Read More…

PDF e-Signature Setup

Note: PDFs will not work nicely on phones because the format must match the source exactly. Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDF e-Sign Overview: Upload any PDF Click Convert when it asks you if you need it to Read More…

API Details

API DetailsMay 16,2020

This allows remote systems to post data into SwiftCloud for purpose usually of lead capture, though it can be used for anything – helpdesk, e-sign contract generation flows, etc. SEE ALSO: Domain Mapping – you can map a domain to SwiftCloud servers, even multiple; most common is subdomains like secure.YourDomain.com TIP: SwiftCloud may be pre-integrated Read More…

Profiles

ProfilesMay 14,2020

SwiftCloud has a built-in social profile system that can be whatever you want it to be. Website. Need a basic website? We’ve got you covered. Don’t want a website – but want a specific function like a jobs portal? We’ve got that covered too. Client Portal of any type – applying for loans, managing their Read More…

2.42 Updates – Getting Paid: Sign & Pay, SwiftShop, Invoices

Version 2.42 of SwiftCloud sees dozens of small improvements, and addition of payment options tightly integrated into SwiftCloud. Major Components Getting Paid: 8 ways of collecting money through SwiftCloud.AI. Currently we’re using Stripe, but will soon be adding ACH e-Check options, bitcoin, and additional systems to support various currencies and methods. Most of our focus Read More…