New Feature - Convert Doc name, email address, status in to an Excel file. These lists can be used for marketing purposes.
Build lists of all document data that failed to convert into a signed agreement.
This data can be used for marketing purposes. If we send out an agreement for a signature and it never came back signed, then that lead failed to convert into a new customer. If we could take that captured data and convert it into an Excel file, then we could re-target and continue to market those leads from that list.
Steve shared this idea