Product Review: Cartavi and DocuSign Integration

Like most of the industry, we were intrigued by the news of Cartavi’s integration with DocuSign. We’d had the opportunity for a brief demo of the Cartavi document management system at industry events and were certainly impressed – but the addition of DocuSign electronic signatures takes this already - impressive platform to a whole new level. The folks at Cartavi and DocuSign offered to give us a test drive of the entire product, and we happily accepted. Here’s what we saw.

Cartavi: The Basics

First, lets cover the basic bells and whistles of Cartavi, because it is, quite simply, awesome. Essentially, Cartavi allows you to create a “transaction room” (an online space dedicated to a specific listing), invite participants to the room, and share documents with those participants. Of course, now you can also sign documents.

Some of the features we thought were particularly interesting include:

• Adding documents to Cartavi or exporting documents from Cartavi is easy – even when the other party isn't a Cartavi user. In the demo, they called themselves "the Switzerland of sharing" – and it's an apt description. You can fax or email into and out of Cartavi.
• Cartavi is truly mobile. They have a very slick app for iPhone, Android phone, and iPad.
• If you're nervous about storing documents in the cloud, you have the option to take any and all of your documents, create a ZIP file, and save them on your computer or external storage device.
• Notifications. With Cartavi, you can arrange to get notifications about anything. These notifications can come in via email and/or on your mobile device.