Feast or Famine: A Solution

Feast or Famine: A Solution. By connecting marketing budgets (time/$) to pipeline dips, you can add consistency to income. Here are a few tricks to make it work.

Invoice / Estimate / Quote / Receipt Generator

We needed this, some clients needed it, so we built it. This system is great for… Estimates & Sales Quotes & Sales Proposals Invoices due Receipts, Credit Memos, etc. TIP: This is one of 9 ways to get paid using SwiftCloud – see Payments for more info. NOTE: This is the help article designed for Read More…

Rules for Marketing Success

This was an old article I revisited, then revised heavily – for my own clarity and internal use and training – hope it helps you. Think of this as an open letter to our staff. 6 Rules for Marketing Success: Numbers are Truth. Humans delude themselves, want to be right about certain assumptions, so they’ll Read More…

PDF e-Sign Fields: Fixed Width

We have a new option on e-signable PDFs, designed for fixed width spaces – the little boxes style often found in official government forms. Here’s how to use it – it’s very easy, once you know where to look… First, add a field as usual by clicking the orange box. This is after you have Read More…

2.38 Updates – Invoices & Estimates, Portal Software, Video Marketing & More

Version 2.38 of SwiftCloud introduces the following systems Major Components Invoices / Estimates / Quotes / Receipts is now in Phase 1: “Just the Basics”. We’ll make this better over time – for now, it’s great for project estimates and sales quotes. And it’s free, for now, at least through all of 2019. Video Systems Read More…

Missing Email

Missing EmailJun 24,2019

If you’re seeing this page, your form is missing an email field and it is required. Add [swift_email] for the signer somewhere – anywhere – into the document. Email (we’ll send you a signed copy of this doc): [swift_email] [swift_email] NOTE: High speed mode does not require email. The signer will not get a copy Read More…

How to Get Website Traffic

How to Get Website Traffic – Simple explanation of how Search Engine Optimization works. Or, just get SwiftWebDesigner (Free reports, videos) and it’ll be done for you automatically.

Gendesiccom – Credit Card Charge

DEPRECATED: This article is slated for deletion. If you have a charge per below, please let us know and we’ll track down the billing system that needs to get updated. If you have a charge from GENDESICCOM, it may be from us. Contact us if you have any questions about your bill. Other services in Read More…

Using Your Doc / Asset / Etc – What’s Next?

Sweet! You’ve published your doc! Now what? The next step is to make it easy to use, which will vary by your business. Here’s what we recommend…. First, grab a keyboard or paper and jot down – when do you currently get docs signed? That will determine the best way to implement your assets. By Read More…

Language Settings in SwiftCloud

How to Set Up Multiple Languages in SwiftCMS: This is easy enough to set up, though be advised it doubles or triples your website maintenance, so it’s best used with smaller websites under 20 pages.