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All businesses have documents that need signing. For years I’ve used electronic PDFs via email but the process of getting them signed was still a bit slow. I tried creating online forms from Adobe Acrobat, but people would get confused.
I’d get back some scanned via email, some sent by mail and some faxed, which meant my office organization was a bit sloppy.
My sales process is streamlined and organized without any paper clutter. My clients find it super easy to sign contracts, which means we can focus on building our businesses — not shuffling papers! This is also something that you can outsource to an assistant as part of a standard process.
It’s super easy to create a document to sign from a PDF, Word, or Text document. You can add fields to create the form – check boxes, text fields, initials and signature.
The document will be sent for signing via email. For users on the go, you can get signatures on iPads or iPhones.
RightSignature tracks the process of showing that people view and sign it. You can send an email reminder. When it’s done, all parties will get a copy sent to them via email. As the account owner, you’ll also have a copy organized in your secure archive.
It also has some other advanced features, like saving commonly used documents, custom branded signing webpage and intergration with other software like Google Drive, FreshBooks, Dropbox, Basecamp, Evernote and Salesforce.com.
TAKE ACTION: Streamline your sales process with RightSignature or a similar software!
I know it’s easy to get overwhelmed by reading blog posts full of ideas, tactics & tools. Be honest...
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To your success,
Marketing Strategist & Designer
I work with service-based entrepreneurs to attract more ideal leads, 24/7. I use a practical and flexible approach to adjust to the new normal…and beyond. I offer a blend of 26+ years of expertise in marketing, websites, brand identity, strategy, tech solutions and more. My skills link together like blocks to create a custom fit for you.