What's New - April 2024


Penbox Sign with Itsme✍️

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Now sign with Penbox using Belgium's most secure e-signature.

In today's digital age, the need for efficient and secure document signing processes is more critical than ever. Did you know that Belgians used itsme, a popular digital identity platform, a staggering 1.5 million times last year for digital signatures? This statistic underscores the growing trend towards digital signatures and the importance of integrating such platforms into your business operations.

However, despite the clear benefits of digital signatures, many companies are still hesitant to adopt platforms like itsme. This hesitation often stems from the perceived complexity of the document signing process or the lack of bandwidth within the IT department to integrate new technologies. If this sounds familiar, we have some exciting news for you.

Penbox has made it easier than ever to adopt itsme signatures. With Penbox's personalized forms, advanced document generation, and seamless integration with itsme, you can now transform agreements into signed documents in a matter of hours, not days.

One of the standout features of Penbox is its ability to streamline the document signing process. Gone are the days of chasing signatures and wasting valuable time. Penbox allows you to collect signatures faster and more efficiently, making your administrative tasks less daunting.

But what if your IT department is already overwhelmed, or you're concerned about the complexity of integrating a new platform? Don't worry. Penbox doesn't require any additional integration. It works seamlessly with your existing tools, whether it's Outlook or your custom CRM. It's not too good to be true; it's just the Penbox magic.

By combining the power of Penbox and itsme, you can revolutionize your document signing process. You can now collect more signatures, faster, and more efficiently, all while maintaining the highest level of security.

Let's work together to make administrative tasks easier and more efficient. Let's make admin better, together.



Unlock the full potential of Penbox!👌

Centralize your data: Stay Updated with Client Responses Effortlessly! 🔔

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We've heard your feedback about using Penbox, and we understand that many of you don't visit the dashboard daily. This can lead to missing important client responses. As we strive to optimize your workflow and make your life easier, we've come up with a solution that will help you stay on top of client requests more efficiently.

Introducing our latest feature, designed to keep you in the loop without having to check the dashboard constantly. Here's what you can now do with this powerful new tool:

📧 Receive All Collected Data via Email Once a form request is submitted, you'll receive all submissions in a consolidated format. This makes it easy to integrate into your existing workflows or systems, review, or archive as needed.

🔧 Enable or Disable Email Delivery Feature Users can enable or disable this feature at the form level. If you'd prefer not to receive emails, simply toggle it off.

📎 Automatically Send Collected Files as Email Attachments When the feature is activated, all collected files are sent as email attachments by default. These documents are automatically filled in and renamed according to the naming conventions defined within the form elements (not the original names of your clients' documents).

📄 Receive a PDF Summary of the Form You can also receive a PDF summary of the form as an attachment. If you'd rather not receive this, you can toggle it off.

💬 Customize Email Body and Subject You can customize the body and subject of the email to include any necessary details or instructions (Penscript enabled).

📩 Customize Recipients, CC, and BCC Fields You can customize who receives these email notifications, ensuring the right people stay informed.

⚠️ Error Notifications You and your users will receive an email notification in case of an error, such as if a file is too large (>15MB). This way, you'll always be alerted to any issues that need addressing.

With this new feature, staying updated on your clients' requests has never been easier. Try it out and let us know what you think! 🎉


Deeper CRM Integration with Brokercloud! 🤝

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We are thrilled to announce that Penbox is now seamlessly integrated with Brokercloud! This integration marks a significant step forward in streamlining the operations of insurance brokers, enhancing efficiency, and improving customer service.

With this integration, most of Penbox's forms can be directly sent via Brokercloud, allowing for a more streamlined and efficient process. This means that data collected through your forms can now be directly integrated into your CRM, saving time and reducing the risk of errors.

Penbox serves over 350 insurance brokers and with our Penbox Studio AI, you can easily automate your other administrative processes, improving the efficiency of processing quotations and claims for individuals and businesses by more than 40%.

Join us in this exciting new chapter and experience the future of insurance brokerage with Penbox and Brokercloud. To activate this feature, simply contact your Customer Success Manager.

See you soon! 


Your Penbox Team





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