Document Management and FranSign™

Effortless Document Management: Centralized and Accessible

Streamlined Document and Template Access Manage all documents and approved templates in one centralized location. Our system organizes documents contextually, enhancing their searchability and accessibility. Access every necessary document for your entire system directly on any mobile device—have all crucial information right in the palm of your hand.

Unlimited Access to FranSign™ Signature Tool

Secure and Compliant Electronic Signatures Gain unlimited access to our proprietary FranSign™ Signature tool for all your documents, including franchise agreements. Fully compliant with the federal ESIGN Act, FranSign™ ensures that all electronic signatures are secure and legally binding. The interface is user-friendly and similar to other leading signature tools but offers a much more expansive selection of details in the placeholder library, all without any additional costs.
Signing the FDD

FDD Distribution and Tracking


Efficient Email Delivery

Send the Franchise Disclosure Document (FDD) through the system via a link within an email. This method ensures that leads receive the documents swiftly and securely.

Advanced Document Tracking


Detailed Compliance Monitoring

Once the lead has downloaded the FDD, the system automatically date and time stamps every page. Always be informed of the date the FDD was downloaded, the IP address from where it was downloaded, and maintain a copy of the thumbnail receipt directly on the lead's page.

Permanent Record Keeping


Secure Information Management

Never misplace any lead information again. All data remains associated with the lead, even as they transition from prospective leads to franchisees, ensuring seamless continuity and compliance.
Franchise Agreement

FranSign™ Signature Tool


Effortless Document Creation

Using the proprietary FranSign™ tool, which is an integral part of FranDash, you can easily build document templates. Our comprehensive list of placeholders allows for the customization of various legal documents, including franchise agreements, amendments, and NDAs.

Unlimited Usage and Replacement Potential


Complete Signature Solution

There is no limit on the use of FranSign™. It offers a full-fledged signature solution that can replace whatever software you are currently using for signatures, streamlining your operations and reducing your toolset.

Efficient Document Distribution


Streamlined Signature Processes

Send franchise agreements out for signature using our extensive list of placeholders. This capability ensures that every document sent out is tailored to the specific requirements of the transaction, enhancing the accuracy and efficiency of your legal processes.
Document Search

Comprehensive Document Reporting


Instant Access to Pre-Built Reports

Quickly run pre-built reports to view all documents in the system. This immediate access allows for efficient management and oversight of your document repository.

Advanced Sorting and Search Capabilities


Customized Viewing Options

From these reports, you can sort documents by type, name, date, and other criteria to find exactly what you need swiftly. Additionally, utilize the global search feature to locate specific words and phrases within documents, enhancing your ability to manage and review content.

Flexible Document Accessibility


Download Anywhere, Anytime

Documents can be downloaded directly from the report to your computer or any device, including your cell phone. This flexibility ensures that you can access important documents on-the-go, providing convenience and enhancing productivity.
Development Agreement Tracker
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Development Execution Reporting


Performance Analysis Based on Key Dates

Leverage the contractual opening date, the projected date, and the actual opening date to calculate a clear, easy-to-read report on how each developer is executing on their plan. This analytical approach provides a straightforward assessment of development performance and planning accuracy.

Integrated Reporting Features


Direct Links to Detailed Information

From the report, you have the capability to directly link to individual stores as well as the actual development agreement. This integration ensures that you can quickly access more detailed information or cross-reference data as needed, facilitating deeper analysis and more informed decision-making.
Specific Developer Information

Comprehensive Developer Information Management


Centralized Data Hub

This example illustrates the power of consolidating all vital data related to each developer in one centralized location. Access location details, Right of First Refusal (ROFR) information, actual development agreements, and comprehensive franchisee details including ownership, as well as parent and subsidiary information.

Integrated Workflow and Communication Tools


Streamlined Management and Monitoring

Utilize workflow tools to set critical reminders and manage communications regarding issues. This integration enhances operational efficiency and ensures timely attention to important matters, facilitating proactive management and swift resolution of potential challenges.
Track Payments

Comprehensive Payment Tracking


Streamlined Financial Oversight

Easily track any payments across your system with our powerful reporting tools. This feature allows you to generate reports that provide visibility into expected revenues within any specified timeframe, offering a clear view of your financial landscape.

System-Wide Revenue Projections


Forecast and Plan with Precision

These types of reports can be run for your entire system, enabling you to see projected earnings and manage financial planning more effectively. Gain insight into what money will be made and when, helping you make informed decisions and strategic adjustments as needed.
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