Already using Scrive for Upsales and thinking of migrating to the new 2.0 upgrade?
Scrive 2.0 features a better UI, support for docx and extensive data import functionality (import almost any Upsales data into contract templates). Initiate, track and monitor your signing processes from multiple Upsales entities while working dynamically with contract templates, CRM files or desktop uploads.
Do I need to save any documents or other data before upgrading?
No. All signed documents are stored in your Scrive E-archive, whether they were signed with Scrive 1.0 or 2.0.
How to migrate to 2.0?
Contact Scrive sales to purchase a subscription to the app (and a Scrive license if necessary)
Can I keep Scrive 1.0 in my Upsales account while I decide if I want to continue with 2.0?
Yes, no conflicts.
How do I create contract templates so I can import Upsales data?
See steps in this article.