How Proxy works
Separate products. One platform underneath.
Each Proxy product does one job well. Underneath, they share your brand, your account, your security controls and a single record of what happened, which is why they join up into one journey instead of seven.
- Products
- Sign, Docs, Booking, Comms, Verify, Voice, Agent
- Shared
- Brand, account, security and records
- Connects to
- Your website, CRM and case systems
One journey. One platform.
A customer doesn't care which supplier handles which step. They want to get from "I'd like to proceed" to "all done" without being sent somewhere new each time. Combined, Proxy products give them that.
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Evidence uploaded
The customer photographs their ID and a recent bill on their phone.
Done by: Customer
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Documents checked
Each one is read, its type confirmed and its details compared with what the customer told you.
Done by: Automatic
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Agreement prepared
Their details are filled into your agreement template.
Done by: Automatic
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Agreement signed
Signed on a page in your brand, on whatever device they are holding.
Done by: Customer
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Appointment booked
They choose a time with the right member of your team.
Done by: Customer
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Confirmation sent
Email and text confirmations, with a reminder before the day.
Done by: Automatic
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Follow-up handled
Questions answered and loose ends chased, with a person brought in when needed.
Done by: Automatic
Start with one. Add the next when the business asks for it.
Beginning with a single product is a normal way to use Proxy, not a trial of it. Each product is switched on and paid for separately.
- Each product works on its own
- Sign is useful with nothing else switched on. So is Booking, and so is Voice. You never have to buy one product to unlock another.
- Adding one changes nothing you already have
- Switching on a second product leaves the first exactly as it was: the same set-up, the same history, the same integration.
- You keep your process
- Products work on your customers and cases in the order you choose. There is no fixed workflow you have to reshape your business to fit.
- Just signing Replace an e-signature tool you have outgrown. Uses Sign.
- Paperwork Generate documents and get them signed in one step. Uses Docs, Sign.
- Appointments Self-service booking with confirmations and reminders. Uses Booking, Comms.
- Onboarding Collect evidence, prepare the agreement, get it signed. Uses Verify, Docs, Sign.
- The full journey Every customer-facing step on one platform. Uses Sign, Docs, Booking, Comms, Verify, Voice, Agent.
Your brand on every page your customers see.
Customers trust what looks familiar. With Full Branding, your logo, colours, fonts and layout carry through every signing and booking page, on your own domain if you want one.
- Set your branding once and it applies everywhere it is used
- Preview every change before customers see it
- Run several brands from one account, each with its own look, numbers and team
- Your own signing and booking addresses, not ours
Editing and previewing are free. Each published brand is £10 a month.
Works with the systems you already use.
Proxy doesn't replace your CRM or your case management system. Your team can use it on its own from day one, and connect it to your systems when you are ready, so documents, bookings and messages start themselves.
View developer documentation (opens a different site) Developer overview
- Use it as it comes
- Proxy has its own screens for your team, so you can start sending, booking and calling before anything is integrated.
- Proxy dashboard
- Put it inside your own journey
- Signing, booking and upload steps can sit on your own website or customer portal, in your design.
- Embedded components and browser SDK
- Start the next step automatically
- Your CRM or case system can send a document, book a call or start a message the moment something changes.
- REST API and server SDKs
- Know as soon as something happens
- Your systems are told when a document is signed, a booking is made or a message is delivered, so records update themselves.
- Webhooks
A record of everything, kept as it happens.
When someone asks what was sent, who signed, or why a charge appeared, the answer is already written down. Proxy records it as the work happens, so nobody has to piece it together afterwards.
Audit trail
What happened, to which record, who did it, and when.
Usage ledger
Each chargeable action, how many, what it cost, and whether it was charged.
Delivery record
Whether each message and notification arrived, and every attempt to send it.
Signature validation
A check of every signature, kept with the signature it belongs to.
What comes with every product.
One account, one bill
One supplier relationship and one balance, with every charge itemised by product.
Your brand everywhere
Set your logo, colours and fonts once and every customer-facing page wears them, on your own domain if you want it.
One record of what happened
Every document, signature, message, booking and call is recorded with who did it and when.
One set of security controls
Your data is kept separate from every other organisation, and team access is controlled in one place.
Separate brands, one account
Run several brands or business units from one organisation, each with its own branding, numbers and team.
Safe to try
A test environment that never reaches a real customer, so you can set things up properly before going live.
See it against your own journey.
Tell us how a customer moves through your business today. We will tell you which products cover it, what it would cost, and anything Proxy doesn't do.
- Start
- With one product
- Connect
- When you are ready, not before
- Developers
- Full documentation at platform.poweredbyproxy.co.uk