Docusign

I can still fork it.

If I have a customer in front of me, I'm not going to DocuSign something to them when I can see them.

But if I have a customer that I know, trust, and understand this is how they operate, and we have that level of trust with certain customers that we do a lot of business with, then fine.

You can sign it digitally.

You connect Gustover payroll.

You connect DocuSign for contracts.

But again, it needs approval for emails, signing docs or deleting things.

And there are hard restrictions.

One mega thread instead of organized specialized folders.

Yeah, it takes a mental shift to trust that.

Handing an AI the keys to QuickBooks and DocuSign in one mega thread sounds incredibly risky.

How is Anthropic securing this?

We have enough problems with this customer without the president vibe coding.

And then DocuSign.

I learned that if you get a document from someone using DocuSign and they say, hey, here's your DocuSign document, go ahead and sign it.

I learned that someone else, can sign that document as you.

Specifically, if you reply to the DocuSign email, because the reply to address will go back to that person.

So let's say it's a lawyer, let's say it's a business contract, let's say it's a real estate something or other.

If you get that DocuSign document, you reply and ask questions, They then have your link that was only sent to your email.

All they need to do is click on that review document button.

Operations can then prepare the loan documents.

And in today's world with DocuSign, a contractor can actually sign his loan documents on his phone you know so it can happen that fast so that we can produce the loan documents in a couple of hours send them out to the contractor he gets them on his phone he's done multiple transactions and loans with us so that he's familiar with it he's comfortable signing it sends it back to us and we can fund it the same day so we've been able to do that in in some you know situations and then there's the other that can take longer.

The ones that can take longer are typically when the customer is purchasing the equipment from somebody that can't, I'll use a term that's frequent in the industry, Purchase Money Security Interest, PMSI.

So if the equipment is being sold by a Bonafide distributor dealer, then there's usually PMSI in place to protect the lender and the client, the customer, so that they have a first lien on the position.

And so we want to help our contractor acquire that machine and not have somebody else get it before him.

So the timeliness of our ability to finance and fund the transactions to meet that sense of urgency I wouldn't go back to the old days at all.

It was fun, but for us to best serve our client with the technology we have today between DocuSign and everything else to speed up the process of funding, we know it's important to our clients.

And so as much as I liked it, I wouldn't go back to it.

And that's what's required in this instance because you've got – The factory default, you know, habits, you know, in security, one of the things we preach is don't click on the email, right? You know, hey, I don't know where that came from.

I got this DocuSign deal and it's like, hey, I should click on it.

It looks real attractive to click on it.

And all of a sudden, bam, you got, you know, a virus on your, you know, or some kind of ransomware or something like that.

Integrations include QuickBooks Online, Intuit Enterprise Suite, Rillet, NetSuite and Sage Intact.

the last two at Hyatt DAs, Salesforce, HubSpot, DocuSign, Stripe, Anrock, Avalara and Plaid, with a tabs API and MCP for external AI tools, and SOC2 through a trust page.

The price list is public.

Launch costs $2,000 a month and covers companies up to $5 million in annual revenue and 100 active contracts.

Loves to meet in person.

He's not one for the emails and DocuSign.

He loves that personal touch.

So I thought he was really important and someone you don't probably see on the camera too much.