E-signature for sales and proposal teams: Autograph

Just like Law & Order: SVU , cloud-based sales technologies kicked off in 1999 and somehow continue to come out with brand new material 20 years later.

Since the debut of Salesforce’s cloud-based CRM it happened in 1999, thousands of new sales automation solutions have been introduced to the market. Each with the promise of enhancing efficiency and saving time.

But as any good product sales leader knows, increasing efficiency through technology doesn’t indicate adopting many different technologies. It indicates strategically identifying the tech that works for you and your sales force, and finding opportunities to bring things under one roof.

According to a current study by RingCentral , two-thirds of workers spend at least sixty minutes a day toggling backwards and forwards between apps. This results in more than a month lost every year and costs billions of bucks in lost productivity yearly for businesses.

[queue dramatic *CHUNG CHUNG*]

Two-thirds of workers spend at least 60 minutes a day toggling back and forth between apps. This particular adds up to more than a month dropped every year and costs billions of dollars in lost efficiency annually for businesses.

RingCentral

At RFPIO, we automate our responses to RFPs, RFIs, security questionnaires, as well as other complicated questionnaires using our personal RFP software solution . But if we needed to get anything signed—be it a cover letter, an NDA, or a contract—we would need to make a special trip in to a separate e-signature tool.

So we decided to bring e-signature and proposal management under one roof, with our brand spanking new e-signature tool: Autograph.

Autograph is an e-signature device designed specifically for sales and proposal teams. But the best news is that it’s totally free to RFPIO customers.

Before we succeed of ourselves, let’s clean up some basics.

What is electronic signature (e-signature)?

Electronic trademark, e-signature, or digital signature bank is an efficient, legally binding way to get approval on electronic documents.

For any electronic signature way to be legally binding, it must:

  • Enable signing parties in order to explicitly consent to use electronic signature and do business electronically,
  • Give users the choice to decline in order to sign electronically,
  • Track how the document had been signed, and
  • Send a copy from the completed/signed document to all signing parties.

Sales and proposal teams use electronic signatures upon documents like NDAs, include letters, legal documents, disclosures, and more. Unlike traditionally authorized documents—which take 5-6 days to process—electronically signed documents can be signed within minutes.

With Autograph, you can embed e-signature within your proposal management solution, more streamlining the e-signature procedure by keeping your signed documents all in one place.

How to sign sales contracts online (and various other documents) with Autograph

Signing sales files using Autograph is extremely intuitive. Just like many other e-signature equipment, e-signing documents using Autograph can be done in just 4 actions.

Step 1 : Open the document for trademark

Navigate to the Autograph dashboard, click on “Awaiting the signature”, and click open the document. You can also open up the document directly from your email.

Step 1: Open the document for signing

Step 2: Consent to online signature

When you open the particular document, you’ll see a fast to ask you to read the Electronic Record & Signature Disclosure. After reading this document, click the box to indicate that you consent to using electronic unique and doing business electronically.

Step 3: Start signing

Sign and preliminary where indicated in a couple clicks. Autograph stores your selected signature and initials, therefore it’s ready for you when it’s needed.

sign document

Step 4: Download files

Download the copy of the signed record for your records. A duplicate will also be sent to your e-mail, and you can access other files you’ve signed from your Autograph dashboard.

download documents

How to incorporate e-signature into your sales tech stack

If you’re already an RFPIO consumer (or planning to be) integrating e-signature into your sales tech stack is as easy since opening your RFPIO dashboard. Autograph is included with all RFPIO subscriptions—and it’s totally free for many RFPIO users at your corporation. Which, if you’re taking advantage of our own unlimited licensing model, means everyone.

The most challenging part of any new tool—even if it’s totally free for everyone, easy to use, and combines into existing processes—is getting people to use it. People do not like change, even if the modify is good for them.

Here’s a step-by-step information for getting the rest of your organization rocking and rolling in Autograph:

The first step : Get buy-in from leadership

Whenever you’re having the conversation with leadership about Autograph, make sure to bring up the fact that it’s free of charge for all RFPIO users. In the event that you’ re already spending money on an RFPIO subscription, using Autograph is a no-brainer.

Here’s a sample email template you can use when expressing information about this new function with leadership:

SUBJECT: Free e-signature function included with our existing membership

Hi,

RFPIO, our offer automation solution, has just launched a built-in e-signature functionality—at no additional cost in order to us.

Since we have an unlimited user permit with RFPIO, anyone from can use e-signature for free.

I’d love to help get the team up and running with this tool. I’ll become scheduling training sessions with the team over the next couple of weeks.

Can you help communicate the importance of this free brand new feature with the rest of the group?

Here are some assets you can check out to learn more about their e-signature functionality:

Blog: E-signature meant for sales and proposal teams

Help Center Article: Autograph Review

Thanks,

Step 2: Schedule training

The key to assisting your team get up and running with e-signature would be to show them how it works. Timetable a training session to show all of them how they can use Autograph to sign NDAs, contracts, and other documents.

If you have a large team, it’s preferable to roll out the new tool in waves. Rather than trying to train everyone all at once, start with a little group and expand from there.

Step 3: Share information

Before you conduct your training session, send an email to your team with information about Autograph, the training agenda, and other assets they can peruse.

Here’s a sample template you may use:

SUBJECT: Announcement: New e-signature tool exercising

Hi everybody,

I’m capable to announce that RFPIO, our own proposal automation solution, has introduced a built-in e-signature functionality!

I’ve just sent out an invitation for a training session to show you how to use the tool, and answer any questions you may have.

Before the program, please read these assets to learn more about the new feature and how it works:

Blog: E-signature regarding sales and proposal groups

Help Center Article: Autograph Review

Let me know if you have any questions.

See you during the instruction!

Step 4: Schedule follow-up training

Remember: Schooling is not a “one-and-done” thing. People hate change, even if it’s good for them.

Schedule regular follow-up training to see what questions people have, what users want to learn more about, or are fighting to understand.

Start e-signing contracts, sales files, and more

Autograph is free for all RFPIO users, which makes sending and signing documents that much easier.

If you’re already an RFPIO customer, have a look at our Help Center article for detailed instructions on using Autograph.

If you’re thinking about becoming a client, schedule a demo to see how Autograph works.

The post E-signature for sales and proposal teams: Autograph appeared initial on RFPIO .

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