Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.
Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.
Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.
About eSignLive
Recognized as a leader by top analyst firms, eSignLive is responsible for processing e-signed documents by some of the most trusted and security-conscious brands in the world.
No matter how simple or complex your signing processes are, whether you need to e-sign the occasional electronic contract or process tens of thousands of transactions online, you won’t have to compromise with eSignLive™. You’ll get exactly what you need at a price that suits your budget.
Built on a single SaaS platform that can be deployed in the cloud or on-premises, eSignLive provides highly tailored e-signing experiences and strong legal protection and regulatory compliance.
With nearly 1 billion documents processed every year, eSignLive is the most widely used e-signature solution around the world. Thousands of organizations, big and small, including the leading banks, insurers, credit providers, pharmaceutical and government agencies trust eSignLive as their platform to make business digital.
eSignLive is a wholly owned subsidiary of VASCO, which allows more than 10,000 customers in 100 countries to secure access, manage identities, verify transactions, and protect assets across financial, enterprise, e-commerce, government and healthcare markets.
Features
API
Audience Targeting
Budgeting
Calendar Management
Contact Management
Contact Sharing
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
Expense Tracking
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Project Management
Referral Tracking
Scheduling
Supplier Management
Third-Party Plugins/Add-Ons
Travel Management
Call Tracking
Call Disposition
Softphone
Sales Motivator
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Data Export
Data Import
Document Comparison
External Integrations
File Sharing
File Transfer
Multi-User
Notifications
Scheduling
Electronic Signature
Sales Motivator
Summary
Let Partners Sign Up From Your Website
Let Partners start referring business and track progress
Let customers upload KYC information
Customers complete proposals using digital signatures
Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven
Flexible Form completes, create your own or use existing (ie Direct Debit)
Summary
e-sign on any device
Most flexible deployment options: SaaS (public or private), on-premises, or a combination of all three
Most comprehensive audit trails: embedded, static and active audit trails
Compliant e-signature solution: SOC 2 Type II certified and FedRAMP certified
Includes pre-built connectors: Box, Salesforce, Microsoft SharePoint, Microsoft Dynamics CRM
White-labeling and brand customization capabilties
Robust authentication: Email, Q&A, SMS pincode, support for digital certificates, DIGIPASS, and Knowledge-based authentication
Meets your data residency needs with global data centers
Responsive design and mobile ready
Advanced workflow customization cabailities
Pricing
Starter Package
Free
Included in plan:
Sign Up Partners From Your Website
Up to 5 Internal Users
iFrame Web Form
Five Forms (Contract, T&Cs)
Unlimited Digital Signatures
AML/KYC Checks from Creditsafe or Equifax (chargeable)
Pipedrive Integration
Initial Service Setup Included
SME
$85.00
5 user(s) / month
Included in plan:
Web Direct Journey
Accept Applications from your website
Up to 5 Internal Users
iFrame Web Form
Five Forms (Contract, T&Cs)
Unlimited Digital Signatures
20 Companies House Lookups
Passport/ID Verification from Passport Proven or Onfido (chargeable)
AML/KYC Checks from Creditsafe or Equifax
Pipedrive Integration
Initial Service Setup Included
Professional
$275.00
10 user(s) / month
Included in plan:
Get Partners Referring Business
Web Direct and All Partner Journeys
10 Internal Users, 10 Partner Licences
iFrame Web Form
10 Forms (Contract, T&Cs)
Unlimited Digital Signatures
Unlimited Companies House Lookups
Passport/ID Verification From Passport Proven or Onfido
KYC/AML Checks from CreditSafe or Equifax
Pipedrive Integration
Initial Service Setup Included
3 months Shuttle Together Support
FAQs
Does this service integrate with any other apps?
Pipedrive
Microsoft Dynamics
Does this service offer an API?
Yes to leading CRM applications
Who are the main user groups of this service?
Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC
What is this service generally used for?
Signing Up new customers through your website and partner network.
What are some applications this service is commonly used in tandem with?
Pipedrive
Microsoft Dynamics
Does this service offer guides, tutorials and or customer support?
Online training module for all packages
Dedicated Customer Success Manager for Professional Package
Email and chat support for all
Does this service offer multi-user capability (e.g. teams)?
Yes multi-user capable.
Different administrator options
What platforms does this service support?
All Web apps
FAQs
What platforms does this service support?
You can get up and running with eSignLive in the ways:
1) Standalone web-based service: This option largely satisfies the most common signing workflows and e-contracting use cases– for example, getting your contracts and agreements electronically signed. Simply upload your document, select your signers and begin e-signing in minutes.
2) Integration: Our solution gives you the ability to add e-signing capabilities into your own applications – whether that’s through your website, your mobile app, or even your home-grown or legacy system. We have an open, industry standard REST API, as well as fully supported SDKs for Java, .NET, APEX and mobile – to help you embed e-signing capabilities in ANY one of your applications.
3) Pre-built connectors for 3rd party applications: Send and sign your documents without ever leaving 3rd party applications like Salesforce, SharePoint, Box, or Dynamics CRM. With these connectors, we’ve done all the integration work for you – no coding or IT resources are needed to get started with e-signatures inside these business applications that you know and use every day.
4) We also offer mobile apps so you can get up and running with e-signatures on your mobile device.
What are some applications this service is commonly used in tandem with?
eSignLive enables enables organizations to integrate e-signing capabilities into
their web applications, mobile apps and core systems. There’s no software to
install. Our simple but comprehensive programming tools require only minimal IT
support so organizations can be up and running in just a few hours.
Who are the main user groups of this service?
eSignLive provides the most flexible and scalable solution to support your signing needs. eSignLive was designed to be easy to use for all stakeholders: signers, senders and developers. There are a number of ways in which your organization can consume e-signatures and this largely depends on your use case – and whether you need e-signatures embedded inside of an application or not.
Does this service offer multi-user capability (e.g. teams)?
Multiple signers, multiple signatures per signer, multi-party routing, document and signing order, sequential and parallel workflow – we have your basics covered.
Does this service offer guides, tutorials and or customer support?
eSignLive has been recognized in the industry for its white-glove treatment when it comes to post-sales customer service with its customer success reps, technical support and professional services teams.
We also offer an extensive amount of resources for those interesting in e-signatures. Please visit our website to find datasheets, video tutorials, case studies and white papers about eSignLive.
For developers interested in integrating e-signatures, visit our Developer Community for code samples and documentation.
Does this service integrate with any other apps?
Our solution gives you the ability to add e-signing capabilities into your own applications – whether that’s through your website, your mobile app, or even your home-grown or legacy system. We have an open, industry standard REST API, as well as fully supported SDKs for Java, .NET, APEX and mobile – to help you embed e-signing capabilities in ANY one of your applications.
Does this service offer an API?
eSignLive offers a REST-based API to automatically prepare and present documents to each signer. eSignLive receives information about the signing
process (e.g., names of signers and customer data entered via a web portal) through a web services call that uses REST with a JSON payload.
eSignLive then automatically prepares the transaction in the background,
managing details such as the number and order of signers, the authentication
process and the documents. The person sending out a document for signature
does not have to prepare anything. They simply click a button from within their
application and send it. eSignLive takes care of the rest.
eSignLive also offers a unique way to integrate the signing process into a web
portal application. Through APIs, eSignLive can present the signing ceremony
embedded into the web app as an iframe, for a seamless signer experience.
What is this service generally used for?
Our service is targeted to users who need to get documents e-signed in a legal and compliant way.
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