Property software integration
Tenancy documents, contractor records and signed agreements are easier to manage when the team can see which version is current and what still needs attention. A document integration connects that evidence to the property workflow.
Docusign, Microsoft OneDrive, Dropbox and other document, storage and e-signature options in the catalogue.
These are options available on request. Provider access, licensing, technical feasibility and delivery scope are confirmed before implementation.
Agree how properties, tenancies, customers and jobs are identified in both systems. Decide whether Proplix stores a controlled link, a copy or completion evidence, and how staff will find the authoritative version.
Plan preparation, approval, sending, recipient changes, completion and cancellation. Include a route for declined or expired requests. Store the evidence needed to understand what was sent, who was involved and when the status changed.
Check that a user cannot gain wider document access through the integration than their role permits. Agree retention, deletion, version handling and access after a tenancy or contract ends. The suitability of a signature process for a particular document should be reviewed by the responsible adviser.
Often that is the aim. We assess its supported interfaces and permissions before proposing how it should work with Proplix.
No. The document, parties, jurisdiction and signing process matter. Proplix supports workflow and evidence handling; professional advice may still be required.
Tell us which systems you use, the records that need to move and the problem you want to solve. Include your current subscriptions, expected volumes and the people responsible for approval and support.
Read about data migration, access and security or custom modules before discussing your requirements.
Plan the right route
Bring one real workflow to a Proplix walkthrough. Explore the records, handovers and decisions that matter to your team, then agree a practical next step.
