COMMUNITY INVESTMENT MANAGEMENT

Make
signatures easy

Streamline the signing and tracking of documents thanks to our Docusign integration

A grants manager after processing research grant applications efficiently using Optimy
How does it work?

Docusign eSignature Implementation

  • 1. Link your Optimy account with Docusign, and create a Docusign envelope
    Leverage our Docusign integration and give the right tool to your project managers to do their work effectively.
  • 2. Send your documents: let’s get this project going!
    You agree on something and need to sign on it? It’s time to send envelopes to your stakeholders from the project management folder directly, or from your document folder. No need to write an email, at the risk of forgetting the attachments.
  • 3. Track your document’s status
    You can check if you’ve gathered your stakeholders’ signatures through the link between Docusign and Optimy. See if the document has been sent, signed, or if reminders are being sent to your contact person. You have a clear overview of where you stand for each project.

What is Optimy’s docusign eSignature feature?

Do you want to see first-hand how the docusign eSignature feature works? Book a demo with one of our experts. You’ll get an overview of the tool, and we’ll take the time to deep-dive into the specific features you need for your Corporate Social Impact projects.

Why Optimy?

CSR management software with a difference

Optimy is the world’s most configurable solution that helps organizations amplify their positive impact and build meaningful relationships with causes, communities, customers, and employees.

We are committed to helping organizations be a force for good in the world. As a result, the Optimy platform is designed to reduce friction and break down barriers to amplify your positive impact.

1- Collecting

Make applying to your CSR  offers easy! Collect all the data you need in one place to make your decision-making process quicker and more efficient.

2- Evaluation

Define your own KPIs for an automatic screening of projects, and use the collaborative platform with evaluators to determine the best projects to invest on.

3- Project Management

Follow your project from A to Z. Define and get reminded of tasks and to-dos. Work with the different stakeholders directly from the platform.

4- Measuring

Access data for your financial investments, the projects ROI, your social impact… Create personalized reporting to better communicate on your work with colleagues and stakeholders.

350+

Happy customers
worldwide

1.5M+

Social Impact projects
managed through Optimy

94%

Retention rate

4.6⭐

Reviews on Capterra

Get started today!

Contact us or request a demo and start amplifying your social and business impact.

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