Technology Trial Agreement
questionnaire and facilitate the approval & signature process
How Does Checkbox Automate This?
1. Build dynamic smart forms
Build dynamic smart forms to collect all the information you need to generate a technology trial agreement. Harness conditional content and built-in data validation.
Checkbox integrates with e-signature such as Docusign and Adobe sign out-of-the-box to facilitate the signing of documents.
3. Gain visibility using dashboards
Approved stakeholders can use Checkbox Dashboards to manage and monitor the progress and audit trails of all contracts. Information such as the e-signature status, approval status and history of reviews can be displayed.
4. Automatically store signed contracts in other document systems
Signed documents are sent to be stored in central document repositories such as Google Drive, SharePoint, iManage, or NetDocuments. Oversee the document generation and e-signature status.