Shared inbox and e-signatures

Two things that used to mean another tool: incoming email, and getting things signed.

The shared inbox

Sales > Inbox is where incoming email lands - linked to the customer it came from, answered without leaving the ERP, visible to the whole team instead of trapped in one person's mailbox.

Mail gets in two ways:

• Connect a mailbox (the button on the Inbox screen, main account only) shows a secret webhook address. Point your mail provider at it - Mailgun routes, SendGrid inbound parse, Postmark inbound, or any forwarder that can POST - and every message it forwards appears in the inbox.
• Add an .eml file - drag an email out of your mail program (it becomes an .eml file) and drop it in. Good for the occasional message when nothing is connected.

Each email is matched to a customer by the sender's address automatically. From the list you read, reply (the answer goes out as a normal email, logged like any other), link it to a customer, policy or claim, hand it to a colleague, or archive it. New mail shows on the bell and as a badge on the menu.

Electronic signatures

Anything that needs a signature - a quote proposal, a policy acceptance, a claim discharge - can be signed from a link instead of a printer:

1. On the quote, policy or approved claim, choose Send for signature. Pick who signs and how the link goes out (email, SMS, WhatsApp, or share it yourself).
2. The signer opens the link on any phone or computer, sees exactly what they are agreeing to, draws their signature, and taps sign. They can also decline, with a reason, which comes straight back to you.
3. The moment it is signed, a stamped PDF - the agreement, the drawn signature, the time, the address it was signed from and a SHA-256 fingerprint of the evidence - is filed on the record's attachments, and the team sees Signed on the bell.

Every request lives under Sales > Signatures: resend it, copy the link, cancel it, download the signed PDF. Links expire after 14 days on their own.