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#Paperless pipeline software
#Paperless pipeline free

Discount requests must be made by going to the Dropbox Sign area in Pipeline and clicking. Paperless Pipeline customers on a paid plan who sign up for a new Dropbox Sign account receive a Dropbox Sign discount at signup for any Standard or Premium annual subscription.

#Paperless pipeline free

įAQ (Frequently Asked Questions) What does it cost to connect Pipeline to Dropbox Sign?Ĭonnecting Pipeline to Dropbox Sign is free but you do need to sign up for a Standard or Premium Dropbox Sign subscription.

Click the gear to the right of the doc, then.

If the request is incomplete, you'll need to cancel the signature request first.

Go to your list of Dropbox Sign Signature Requests.

Keep Your Computer Logged in to Pipeline for 7 Days.

Syncing and Unsyncing Tasks with Calendars.

Add a Pipeline Icon to a Mobile Device’s Home Screen.

Import Dropbox Docs into Unassigned Docs.

Viewing Closed, Expired & Canceled Transactions.

Save Custom Searches & Sorts as Shortcuts.

Track Received Email Messages and Attachments on Transactions.

Send or Add Audio Messages from Transactions.

Create & Manage Reusable Message Templates.

Share Transaction Contacts Conveniently via Notes.

Managing Both Sides of a Sale Within a Single Transaction (Dual-sided Transactions).

Paperless Pipeline offers a transaction-based enterprise pricing scheme. Establishing a paperless way of storing and organizing documents, Paperless Pipeline is an efficient platform for real estate companies. Users will be able to preview these documents before they assign them to the appropriate transaction. This page shows a list of documents that are not yet assigned to transactions. Users can communicate with their team and send emails to outside parties straight from the transaction section.Īs a document management solution, Paperless Pipeline organizes transaction documents in the Working Docs page. These checklist templates are configurable, so users will be able to add all the document names or tasks that need to be checked as they review transactions.

#Paperless pipeline software

To be able to efficiently review documents, the software is built with checklist templates. They can also review the documents that are assigned to a transaction. Meanwhile, the transaction management feature of the software saves time and accelerates communication. The operations managers of real estate groups will also be able to send reports to their agents, showing them the total number of their closed transactions, gross and net commissions, and sales volume. These reports will show the volume of pending sales and the volume of closed listings per agent. Paperless Pipeline’s commission module also highlights the creation of production reports.

When a transaction involves multiple agents, the commission engine of Paperless Pipeline helps users to easily calculate the commission splits. It is considered as one of the unique features of the software, as it streamlines and simplifies the management and computation of commissions. The commission module of Paperless Pipeline is a feature that eliminates the use of Excel Spreadsheets in tracking of broker and agent commissions. The software is regarded as user friendly, enabling non-tech savvy real estate agents to use the system easily. Production reports with productivity numbers are also sent to brokers and agents, which they can access from their inbox. Paperless Pipeline, furthermore, offers a commission management system that simplifies and automates the calculation of broker and agent commissions and allows the generation of production reports. It also allows staff to check the working documents and to email agents about missing docs,signatures, pages. It functions as a document management solution, enabling users to email, scan, or upload documents into the system and assign them to a transaction. It helps brokers, real estate agents, transaction coordinators, and realtors manage their transactions, replacing the use of file cabinets and file servers where transaction documents are typically and traditionally stored.

Paperless Pipeline is transaction management solution designed for real estate companies of all sizes.