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Customer Onboarding
by Autopilot Workflow SolutionsMicrosoft 365Price not published
Manage customer onboarding in Microsoft Teams with digital signatures, requirement tracking, dashboards, audit trails, and reporting.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYLegal & Compliance
UPDATED ON MARKETPLACE
What it does
Autopilot manages customer onboarding within Microsoft Teams. It supports digital signatures, requirement status tracking, and a dashboard for onboarding status. The listing describes an audit trail plus reporting and statistics for onboarding activity. Customers can check requirements and their progress through the process.
Key capabilities
from the Microsoft Marketplace listingDigital signatures
Customers can provide digital signatures for onboarding documents.
Requirement tracking
Customers can check the status of requirements and their position in the onboarding process.
Status dashboard
A dashboard shows an at-a-glance view of onboarding status.
Compliance audit trail
The listing includes an audit trail for customer onboarding.
Reporting and statistics
Autopilot provides reporting and statistics for the onboarding process.
In the catalog
218 plugins in Microsoft Teams · Legal & Compliance
Price distribution: 8 free, 12 freemium, 80 paid, 118 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Microsoft Teams
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Autopilot utilizes the collaborative power of Microsoft Teams to automate and speed up your customer onboarding processes. Capture accurate information while ensuring compliance and limiting risk. Create an electronic solution to seamlessly manage your customer onboarding process. Delight your new customers from day …»
Official marketplace listing
Marketplace
Publisher
Autopilot Workflow Solutions
Updated on marketplace
Facts verified