Today’s e-signature technology is neither complicated nor expensive. Thanks to the cloud, it’s available to anyone with a web browser or a phone. Enterprises can simply and immediately add e-signatures to their document workflows. Because it’s easy to integrate into existing systems, sales reps can send documents with a click of a button. The signer receives an email with a link to the document to review and sign. Once the transaction is complete, signed forms are stored in a secure cloud environment and shared with all parties.
Benefits of e-signatures:
- Customizable permissions and clear audit trails keep contracts secure, showing who has accessed them, when, and how.
- Secure e-signature solutions encrypt files, meeting critical security certifications and making implementation a breeze.
- An e-signature has authentication wrapped around it at every stage of the process, ensuring that the signer has been properly verified.
- E-signatures are just as valid as ink signatures in most developed nations.
Here are a few guidelines you can follow to set your organization up for e-signature success:
Conduct a needs analysis and obtain consent: Determine what types of contracts and agreements are best suited for e-signature workflows. Ensure that your customers are comfortable with the process before switching to e-signatures for all documents and agreements. You may choose to pilot an e-signature program with low-risk agreements.
Start small and add on incrementally: As with any technology-driven initiative, it’s smart to focus an e-signature program in one area of the business first. Select a process, product line or customer that struggles with antiquated document processes, and start there.
Communicate changes to executives and employees: Transparency is key when moving to a digital workflow. Communicate the benefits to employees and customers, and welcome their feedback as you get up and running. Establish an e-signature policy that provides clear guidelines, primary use cases, local laws or restrictions, and where to learn more.
E-signature technology seamlessly integrates with existing corporate systems, including customer relationship management, ERP and financials. Automation frees up valuable time for your sales managers and representatives to focus on what matters: serving their customers.
Want to learn more about how using e-signatures can benefit your business? Download our white paper today.
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