Blog

Automatically Sign Documents with Formstack Sign and Applied Epic

Blog

Automatically Sign Documents with Formstack Sign and Applied Epic

Blog

Automatically Sign Documents with Formstack Sign and Applied Epic

Blog

Automatically Sign Documents with Formstack Sign and Applied Epic

Blog

Automatically Sign Documents with Formstack Sign and Applied Epic

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Blog

Automatically Sign Documents with Formstack Sign and Applied Epic

Lacey Jackson
/
January 28, 2020
Blog

Automatically Sign Documents with Formstack Sign and Applied Epic

MIN
/
January 28, 2020
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

In order to create the best possible product experience for our customers, we’re constantly listening to customer feedback as a way to expand on our offerings. For our customers using the agency management system, Applied Epic, we have good news: Formstack Sign integrates seamlessly with Applied Epic so insurers and managing general agents (MGAs) can take advantage of the convenient eSignature collection.

Ready to give it a try? Collecting secure eSignatures using integration is easy.

Step 1

From Applied Epic, select your customer profile and upload the document you’d like signed to the Attachments screen. You can use any file type.

Step 2

Right-click the document and select Send to signature. This will open the Formstack Sign platform directly from Applied Epic.

Step 3

Use our drag-and-drop builder to add your signature and information fields to your document.

It just takes a second.

Note: You won’t need to place fields every time. You can create one-click templates for commonly used forms.

Step 4

Now, you can send your document to customers for signing. Since your customer’s information is already in the Applied Epic system, their email address will automatically populate on your document. No need to hunt down contact info or worry about data entry errors. You can also schedule auto-reminders so you won’t have to prod your signer by email or phone.

Step 5

Once you’ve sent the form, your signer won’t be able to submit it until every field is filled in. No more incomplete forms! Simply upload the completed forms to the customer’s Applied Epic file to complete the workflow.

It’s that easy! Nothing to print, upload, or file. Plus, Formstack Sign has tons of extra features designed to save you time, eliminate steps, and streamline your agency’s workflows.

Want to learn more about e-signature software? Check out the link below for the best practices to use when using e-signature software.

Blog

Automatically Sign Documents with Formstack Sign and Applied Epic

Blog

Automatically Sign Documents with Formstack Sign and Applied Epic

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Automatically Sign Documents with Formstack Sign and Applied Epic

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In order to create the best possible product experience for our customers, we’re constantly listening to customer feedback as a way to expand on our offerings. For our customers using the agency management system, Applied Epic, we have good news: Formstack Sign integrates seamlessly with Applied Epic so insurers and managing general agents (MGAs) can take advantage of the convenient eSignature collection.

Ready to give it a try? Collecting secure eSignatures using integration is easy.

Step 1

From Applied Epic, select your customer profile and upload the document you’d like signed to the Attachments screen. You can use any file type.

Step 2

Right-click the document and select Send to signature. This will open the Formstack Sign platform directly from Applied Epic.

Step 3

Use our drag-and-drop builder to add your signature and information fields to your document.

It just takes a second.

Note: You won’t need to place fields every time. You can create one-click templates for commonly used forms.

Step 4

Now, you can send your document to customers for signing. Since your customer’s information is already in the Applied Epic system, their email address will automatically populate on your document. No need to hunt down contact info or worry about data entry errors. You can also schedule auto-reminders so you won’t have to prod your signer by email or phone.

Step 5

Once you’ve sent the form, your signer won’t be able to submit it until every field is filled in. No more incomplete forms! Simply upload the completed forms to the customer’s Applied Epic file to complete the workflow.

It’s that easy! Nothing to print, upload, or file. Plus, Formstack Sign has tons of extra features designed to save you time, eliminate steps, and streamline your agency’s workflows.

Want to learn more about e-signature software? Check out the link below for the best practices to use when using e-signature software.

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Automatically Sign Documents with Formstack Sign and Applied Epic

Learn how you can sign documents from your Applied Epic system with Formstack Sign.
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In order to create the best possible product experience for our customers, we’re constantly listening to customer feedback as a way to expand on our offerings. For our customers using the agency management system, Applied Epic, we have good news: Formstack Sign integrates seamlessly with Applied Epic so insurers and managing general agents (MGAs) can take advantage of the convenient eSignature collection.

Ready to give it a try? Collecting secure eSignatures using integration is easy.

Step 1

From Applied Epic, select your customer profile and upload the document you’d like signed to the Attachments screen. You can use any file type.

Step 2

Right-click the document and select Send to signature. This will open the Formstack Sign platform directly from Applied Epic.

Step 3

Use our drag-and-drop builder to add your signature and information fields to your document.

It just takes a second.

Note: You won’t need to place fields every time. You can create one-click templates for commonly used forms.

Step 4

Now, you can send your document to customers for signing. Since your customer’s information is already in the Applied Epic system, their email address will automatically populate on your document. No need to hunt down contact info or worry about data entry errors. You can also schedule auto-reminders so you won’t have to prod your signer by email or phone.

Step 5

Once you’ve sent the form, your signer won’t be able to submit it until every field is filled in. No more incomplete forms! Simply upload the completed forms to the customer’s Applied Epic file to complete the workflow.

It’s that easy! Nothing to print, upload, or file. Plus, Formstack Sign has tons of extra features designed to save you time, eliminate steps, and streamline your agency’s workflows.

Want to learn more about e-signature software? Check out the link below for the best practices to use when using e-signature software.

In order to create the best possible product experience for our customers, we’re constantly listening to customer feedback as a way to expand on our offerings. For our customers using the agency management system, Applied Epic, we have good news: Formstack Sign integrates seamlessly with Applied Epic so insurers and managing general agents (MGAs) can take advantage of the convenient eSignature collection.

Ready to give it a try? Collecting secure eSignatures using integration is easy.

Step 1

From Applied Epic, select your customer profile and upload the document you’d like signed to the Attachments screen. You can use any file type.

Step 2

Right-click the document and select Send to signature. This will open the Formstack Sign platform directly from Applied Epic.

Step 3

Use our drag-and-drop builder to add your signature and information fields to your document.

It just takes a second.

Note: You won’t need to place fields every time. You can create one-click templates for commonly used forms.

Step 4

Now, you can send your document to customers for signing. Since your customer’s information is already in the Applied Epic system, their email address will automatically populate on your document. No need to hunt down contact info or worry about data entry errors. You can also schedule auto-reminders so you won’t have to prod your signer by email or phone.

Step 5

Once you’ve sent the form, your signer won’t be able to submit it until every field is filled in. No more incomplete forms! Simply upload the completed forms to the customer’s Applied Epic file to complete the workflow.

It’s that easy! Nothing to print, upload, or file. Plus, Formstack Sign has tons of extra features designed to save you time, eliminate steps, and streamline your agency’s workflows.

Want to learn more about e-signature software? Check out the link below for the best practices to use when using e-signature software.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

In order to create the best possible product experience for our customers, we’re constantly listening to customer feedback as a way to expand on our offerings. For our customers using the agency management system, Applied Epic, we have good news: Formstack Sign integrates seamlessly with Applied Epic so insurers and managing general agents (MGAs) can take advantage of the convenient eSignature collection.

Ready to give it a try? Collecting secure eSignatures using integration is easy.

Step 1

From Applied Epic, select your customer profile and upload the document you’d like signed to the Attachments screen. You can use any file type.

Step 2

Right-click the document and select Send to signature. This will open the Formstack Sign platform directly from Applied Epic.

Step 3

Use our drag-and-drop builder to add your signature and information fields to your document.

It just takes a second.

Note: You won’t need to place fields every time. You can create one-click templates for commonly used forms.

Step 4

Now, you can send your document to customers for signing. Since your customer’s information is already in the Applied Epic system, their email address will automatically populate on your document. No need to hunt down contact info or worry about data entry errors. You can also schedule auto-reminders so you won’t have to prod your signer by email or phone.

Step 5

Once you’ve sent the form, your signer won’t be able to submit it until every field is filled in. No more incomplete forms! Simply upload the completed forms to the customer’s Applied Epic file to complete the workflow.

It’s that easy! Nothing to print, upload, or file. Plus, Formstack Sign has tons of extra features designed to save you time, eliminate steps, and streamline your agency’s workflows.

Want to learn more about e-signature software? Check out the link below for the best practices to use when using e-signature software.

In order to create the best possible product experience for our customers, we’re constantly listening to customer feedback as a way to expand on our offerings. For our customers using the agency management system, Applied Epic, we have good news: Formstack Sign integrates seamlessly with Applied Epic so insurers and managing general agents (MGAs) can take advantage of the convenient eSignature collection.

Ready to give it a try? Collecting secure eSignatures using integration is easy.

Step 1

From Applied Epic, select your customer profile and upload the document you’d like signed to the Attachments screen. You can use any file type.

Step 2

Right-click the document and select Send to signature. This will open the Formstack Sign platform directly from Applied Epic.

Step 3

Use our drag-and-drop builder to add your signature and information fields to your document.

It just takes a second.

Note: You won’t need to place fields every time. You can create one-click templates for commonly used forms.

Step 4

Now, you can send your document to customers for signing. Since your customer’s information is already in the Applied Epic system, their email address will automatically populate on your document. No need to hunt down contact info or worry about data entry errors. You can also schedule auto-reminders so you won’t have to prod your signer by email or phone.

Step 5

Once you’ve sent the form, your signer won’t be able to submit it until every field is filled in. No more incomplete forms! Simply upload the completed forms to the customer’s Applied Epic file to complete the workflow.

It’s that easy! Nothing to print, upload, or file. Plus, Formstack Sign has tons of extra features designed to save you time, eliminate steps, and streamline your agency’s workflows.

Want to learn more about e-signature software? Check out the link below for the best practices to use when using e-signature software.

In order to create the best possible product experience for our customers, we’re constantly listening to customer feedback as a way to expand on our offerings. For our customers using the agency management system, Applied Epic, we have good news: Formstack Sign integrates seamlessly with Applied Epic so insurers and managing general agents (MGAs) can take advantage of the convenient eSignature collection.

Ready to give it a try? Collecting secure eSignatures using integration is easy.

Step 1

From Applied Epic, select your customer profile and upload the document you’d like signed to the Attachments screen. You can use any file type.

Step 2

Right-click the document and select Send to signature. This will open the Formstack Sign platform directly from Applied Epic.

Step 3

Use our drag-and-drop builder to add your signature and information fields to your document.

It just takes a second.

Note: You won’t need to place fields every time. You can create one-click templates for commonly used forms.

Step 4

Now, you can send your document to customers for signing. Since your customer’s information is already in the Applied Epic system, their email address will automatically populate on your document. No need to hunt down contact info or worry about data entry errors. You can also schedule auto-reminders so you won’t have to prod your signer by email or phone.

Step 5

Once you’ve sent the form, your signer won’t be able to submit it until every field is filled in. No more incomplete forms! Simply upload the completed forms to the customer’s Applied Epic file to complete the workflow.

It’s that easy! Nothing to print, upload, or file. Plus, Formstack Sign has tons of extra features designed to save you time, eliminate steps, and streamline your agency’s workflows.

Want to learn more about e-signature software? Check out the link below for the best practices to use when using e-signature software.

In order to create the best possible product experience for our customers, we’re constantly listening to customer feedback as a way to expand on our offerings. For our customers using the agency management system, Applied Epic, we have good news: Formstack Sign integrates seamlessly with Applied Epic so insurers and managing general agents (MGAs) can take advantage of the convenient eSignature collection.

Ready to give it a try? Collecting secure eSignatures using integration is easy.

Step 1

From Applied Epic, select your customer profile and upload the document you’d like signed to the Attachments screen. You can use any file type.

Step 2

Right-click the document and select Send to signature. This will open the Formstack Sign platform directly from Applied Epic.

Step 3

Use our drag-and-drop builder to add your signature and information fields to your document.

It just takes a second.

Note: You won’t need to place fields every time. You can create one-click templates for commonly used forms.

Step 4

Now, you can send your document to customers for signing. Since your customer’s information is already in the Applied Epic system, their email address will automatically populate on your document. No need to hunt down contact info or worry about data entry errors. You can also schedule auto-reminders so you won’t have to prod your signer by email or phone.

Step 5

Once you’ve sent the form, your signer won’t be able to submit it until every field is filled in. No more incomplete forms! Simply upload the completed forms to the customer’s Applied Epic file to complete the workflow.

It’s that easy! Nothing to print, upload, or file. Plus, Formstack Sign has tons of extra features designed to save you time, eliminate steps, and streamline your agency’s workflows.

Want to learn more about e-signature software? Check out the link below for the best practices to use when using e-signature software.

In order to create the best possible product experience for our customers, we’re constantly listening to customer feedback as a way to expand on our offerings. For our customers using the agency management system, Applied Epic, we have good news: Formstack Sign integrates seamlessly with Applied Epic so insurers and managing general agents (MGAs) can take advantage of the convenient eSignature collection.

Ready to give it a try? Collecting secure eSignatures using integration is easy.

Step 1

From Applied Epic, select your customer profile and upload the document you’d like signed to the Attachments screen. You can use any file type.

Step 2

Right-click the document and select Send to signature. This will open the Formstack Sign platform directly from Applied Epic.

Step 3

Use our drag-and-drop builder to add your signature and information fields to your document.

It just takes a second.

Note: You won’t need to place fields every time. You can create one-click templates for commonly used forms.

Step 4

Now, you can send your document to customers for signing. Since your customer’s information is already in the Applied Epic system, their email address will automatically populate on your document. No need to hunt down contact info or worry about data entry errors. You can also schedule auto-reminders so you won’t have to prod your signer by email or phone.

Step 5

Once you’ve sent the form, your signer won’t be able to submit it until every field is filled in. No more incomplete forms! Simply upload the completed forms to the customer’s Applied Epic file to complete the workflow.

It’s that easy! Nothing to print, upload, or file. Plus, Formstack Sign has tons of extra features designed to save you time, eliminate steps, and streamline your agency’s workflows.

Want to learn more about e-signature software? Check out the link below for the best practices to use when using e-signature software.

Lacey Jackson
As Formstack’s Demand Content Strategist, Lacey is focused on creating content that showcases the power of the Formstack platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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