Support for multiple agreements is finally here! In its first version, Pima only supported a single Non Disclosure Agreements (NDA) to share documents. This release allows you to share any type of standard agreement, allowing you to decide which agreement to use based on the business relationship you are establishing with a prospect or customer.

Your customers can now request a Business Associate Agreement (BAA) for HIPAA, or a Data Processing Addendum (DPA) for GDPR and sign them on the fly!

Add agreements to your Request Center and let your prospects request agreements for signature without involving anyone from your legal team.

Tired of chasing down signatures for GDPR’s Data Processing Addendum (DPA)? This feature is for you!

You may now enforce the signature of one or multiple agreements before automatically sending out a watermarked document to a prospect. This is the perfect feature for companies that handle a large number of requests slowing down their sales team.

Pima supports Non Disclosure Agreements (SOC2, Policies, Pentests), Data Processing Addendum (GDPR), Business Associate Agreements (HIPAA) and more.

feature

Support for multiple agreements

 plan now allows for 3 documents instead of 1! Need ideas of documents to share with your prospects? Here are a few that Pima’s users most commonly share.

Our 
Starter
 plan now allows for 3 documents instead of 1! Need ideas of documents to share with your prospects? Here are a few that Pima’s users most commonly share....

Support for Excel and Word documents

Support for a native HubSpot integration.

 allows you to synchronize your Pima contacts to HubSpot as your prospects request or receive documents. 

Capture leads from Pima's request center.

Capture contact details and automatically upload them to HubSpot every time a prospect requests a document from one of your Request Centers.

Synchronize contact details from Pima to HubSpot

Pima will automatically send contact details to HubSpot whenever a new contact is added to Pima. This feature allows you to add a contact to Pima on the fly to share compliance documents, without having to worry about manually adding them to HubSpot as well.

We are very excited about this native integration to 

. Pima supports also supports integrations with 

Connect HubSpot to Pima and generate leads every time a prospect requests a compliance document from you.

Some notifications aren't worthy of your time, so we are giving you the option to decide which one you want to get!

With this new feature, you have full control over the amount of visibility you want to have within your organization. Either get notified of all incoming requests or limit the notifications to the companies that matter to you.

With simple and secure document sharing, Pima simplifies the process of sending confidential documents and agreements to your prospects and customers.

Secure Document Sharing Platform - SOC 2, GDPR, & HIPAA | Pima

Notifications Some notifications aren't worthy of your time, so we are giving you the option to decide which on you want to get! With this new feature, you have full control over the amount of visibility you want to have within your organization....

Notifications

Having a hard time finding the right document to send? You can now use Labels to organize your Documents!

This feature is particularly helpful for companies with a large number of Documents. As a result, we have decided to integrate this feature as part of our Enterprise plan.

Labels Having a hard time finding the right document to send? You can now use Labels to organize your Documents! This feature is particularly helpful for companies with a large amount of Documents. As a result, we have decided to integrate this f...

Labels

Some documents aren't meant to be seen by everyone, even within your organization.

Users can now be organized in Groups allowing you to restrict access to certain documents to the appropriate team.

To start using Groups your must have at least an Enterprise plan.

Create groups with Pima.app and restrict access to confidential documents internally.

Groups

Search Companies & Access Pass Expiration

We are excited to release two new features to kick things off in 2021.

From your Companies page, click on the top left Search icon and easily load up companies with whom you’ve shared confidential documents in the past. This feature also works with Archived companies.

When sending an envelope to someone, Pima generates a unique access link to that email address. For security purposes, that link will only be valid for a single click to prevent the recipient from forwarding the email to a group of people that could access your confidential documents.

Sometimes, especially with large enterprise companies (SP500, banks etc.), a spam filter will click the link before the email arrives in your recipient’s inbox, rendering the link expired before your recipient could click on it. If you do not want the link to expire after a single click, you can now configure a period of time directly from your Settings.

 or read more content from our blog down below.

When you start to make preparations for a SOC 2 audit, one of the first major decisions is choosing an auditor, who can help you to better manage the process.

How to Pick an Auditor for a SOC 2 Audit? | Pima

Search Companies & Access Pass Expiration January 15, 2021 We are excited to release two new features to kick things off in 2021. Search Companies  From your Companies page, click on the top left Search icon and easily load up companies with whom...

Use compliance documents to increase lead generation

With this release, Pima is moving away from a single “Default” Request Center and adds support for multiple of them.

 report? Might as well allow prospects and customers to request it by filling out a form! By doing this you can collect lead information for your sales team. That’s right, you can now use Pima as a Leadgen tool to add to your multiple channels.

Tired of sending the same contracts over and over? Group your Non Disclosure Agreements (NDA) and Data Protection Addendum (DPA for GDPR) together and allow your customers to request them.

Combine all your Security documents in one page. Pentest results, SOC2 Reports, Infrastructure diagrams, anything goes. Set your documents to require an NDA signature before being sent out and free up some time to work on the things that you like. Let Pima do the heavy lifting while collecting prospects information

Leverage Compliance Documents for Leadgen

With this release, your sales team can safely advertise security documents and gather information from customers, prospects, and leads. This gives your team an additional channel to go after large enterprise clients.

 to share confidential documents with their customers and prospects.

Use compliance documents to increase lead generation September 24, 2020 With this release, Pima is moving away from a single “Default” Request Center and adds support for multiple of them. Use Cases Blog Post & Press Releases Are you writing abou...

With this release, you can add notes to a Company and upload existing agreements directly into Pima. Tired of tracking all your NDAs and DPAs on a spreadsheet? This feature is for you!

Congratulations on becoming SOC 2 compliant! Let us show you how to safely share your report and make the most of it without compromising your confidential report

You are compliant with SOC 2—Now what? - Pima

Company notes & Existing agreements August 11, 2020 With this release, you can add notes to a Company and upload existing agreements directly into Pima. Tired of tracking all your NDAs and DPAs on a spreadsheet? This feature is for you! Pima on t...

Company notes & Existing agreements

With this feature, you can resend an envelope to your contacts. This is an easy way to nudge a prospect that has not yet signed an agreement/

To access this feature, first, click on a Company name, then look for the desired envelope and click on Details. Your prospect will receive a link reminding them about their envelope.

If your company offers a SaaS solution, SOC 2 report will prove to your clients that you are handling their data safely by following trusted industry standards.

What's a SOC 2 Report and Why are Your Clients Asking for it?

Resend an Envelope to your Contacts July 30, 2020  With this feature, you can now resend an envelope to your contacts. This is an easy way to nudge a prospect who hasn’t signed an agreement yet. To access this feature, first, click on a Company n...

Resend an Envelope to your Contacts

You can now share Documents with multiple contacts. Simply add them to your Contact list within a company, or add them on the fly as you share a document with a company.

Pick a signer and multiple recipients. All recipients will receive the documents contained in an Envelope as soon as the Signer has completed the agreement

Send Documents to Multiple Contacts July 28, 2020 You can now share Documents with multiple contacts. Simply add them to your Contact list within a company, or add them on the fly as you share a document with a company. Pick a signer and multiple...

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