As a sales professional, when I’m closing a deal I don’t want anything getting into the way. The closer I get to a win, the greater I get nervous regarding two things: delays plus relying on others. E-signature features has been a huge help to lessening both.
For the delay side, if there’s always been one holdup that makes me question my shutting skills more than any other, it is waiting for a signature. In the paper days of yore, it had been even worse. Fax machines were already gathering dust when I started my product sales career in 2007. During those times, we had progressed to a print-fill out-scan-email process that was irritating enough for me, especially for complicated contracts that required several signatures and initials. Certainly, a client would miss a basic blank or two and I’d have to chase all of them down for it. Then I’d have to merge multiple documents to make a complete, legally holding signed contract.
I once had a client on a $150K deal sign one page of a contract but forget to sign another. While waiting for that 2nd signature, other stakeholders moved into the picture, held up the offer, and eventually it died… all of the because I didn’t have e-signature capability.
On the relying-on-others side, this is not a selfish play. On the contrary, I depend on my pre-sales, marketing, operations, product development, and customer support teams to help me personally do my job daily. This play is about streamlining the approval process: We seek to remove as many obstacles as possible to simplify exactly what prospects need to do to indication off on a contract. The particular less I have to rely on them to print, scan, and email, the faster I can get my signatures.
When e-signature hit the particular scene a few years ago, it was a game changer. Adoption was slow at first, but it is picked up big time during the last year. The pandemic has helped, in a sense, because the more rapid digital transformation everywhere has increased usage and familiarity with e-signature functionality.
Since RFPIO has integrated e-signature capabilities across the user experience for all customers, I’ve dropped in love with it all over again. Called Autograph , there are 4. 5 reasons why, as an account executive sales professional, it’s changing the way I work, for the much better.
#1 I move faster
Yeah. I know. I was simply complaining about delays. Well, I could be the cause of those delays, as well. Even prior to Autograph, I actually wasted cycles toggling back and forth between my e-signature application and whatever I was making use of to build proposals and agreements (usually either PowerPoint, Term, or PDF).
With Autograph e-signature, I now have capabilities embedded within the same system I’m making use of to create proposals and contracts, which means no more toggling. From RFPIO I can create the particular document, add signature demands, send it out, plus save the signed version all in the same app. From the moment I have verbal assent on a deal, I can rewrite up a proposal or even contract in a matter of minutes.
The big bonus with it being in RFPIO is that everybody in the organization can have accessibility at no extra costs. And I’m not just saying because I happen to work with the app creator. RFPIO’s unlimited user licenses indicates everyone can have access, and it’s now included as being a standard feature. In addition to not really needing to toggle to and fro together with your e-signature app, you don’t have to pay for it, either.
#2 I’m more efficient
It’s about more working fast. It’s also about having more control over the whole sales lifecycle. Similar to other sales professional, I have a quota or goal which i aim to achieve every month, quarter, and year. Autograph enhances the control I was already gaining with RFPIOs various other features. Now I can add e-signature to my ability to manage paperwork, create content, access solutions in near real time, plus collaborate with my teammates in sales enablement plus proposal development.
One of the greatest efficiencies is with contracts that need signatures from multiple parties. With Autograph, I could set a signing order, include personalized private text messages to each signer, set a deadline, and prompt reminder emails. Signers will be invited via email to examine the document and include their signatures and initials.
#3 I have more visibility
No deal exists within a vacuum. Quota calls, and I need to keep an active pipeline. There’s a fine line between managing multiple deals and spreading yourself too thin. At any one time, I may have 2 or 3 contracts out for signatures. The most crucial deal is always the one I’m currently working, so it was frustrating and distracting to get to keep tabs on contracts that were awaiting signatures on other deals.
Autograph has a dashboard that helps me personally track all my contracts, which includes timestamps, what’s been authorized, who still needs to respond to the signing order, and all other actions taken using the document. The dashboard is usually my window into a good organized record of all my signed documents, all of which are usually stored in RFPIO and only accessible by me. There is no limit to how many documents We save, and no one otherwise can see the documents with out my permission.
#4 I minimize our tech stack
Don’t get me wrong. I love the technology. The fact that I can do what I do from almost anywhere still sometimes astonishes me. But like the unavoidable course of a TikTok challenge going too far, there can be an excessive amount of a good thing.
I am of the school of productivity through simplicity and taking the straight line from point A to point N. In the face of Nancy Nardin’s overwhelming 2021 SalesTech Vendor Landscape , I’m seeking to consolidate for more efficiency, automation, and of course, ROI. RFPIO has my back: 1st, by introducing Autograph on top of another new product this year, RFPIO® LookUp ; second, by integrating with other applications I already have in my sales stack. From Salesforce to Microsoft Teams to Google Chrome, I have my sales tech stack dialed set for optimal productivity.
#4. 5 Get more colleagues involved
This really is only 4. 5 since, while the byproduct is still some thing I love, it also comes with the luxury of working for the company that will built Autograph: We all use it already. For you, the benefit is the fact that Autograph exposes RFPIO to other users in your organization exactly who may not have experienced it however. If you’ve been trying to get any kind of engineers or finance team members—maybe even other product sales teams—in your organization to start making use of RFPIO because it’ll make your life easier, then Autograph is the perfect lure.
I am one of many who love it
Beyond the product sales benefits, I’m hearing plenty of love for Autograph through customers on proposal, human resources, and operations teams. Proposal managers are turning close to proposal components such as include letters, legal documents, NDAs, and disclosures faster than ever. HR is incorporating Autograph into onboarding to make the procedure easier for administrators plus new hires. Operational subject material experts are realizing efficiencies in utilizing Autograph for vendor/supplier agreement contract management.
Autograph is a no-brainer. Free and ready to proceed if you’re a current RFPIO consumer. Why not try it? Log in. Navigate to Autograph on the still left. Upload a doc. Established a signing order. Deliver it externally or internally. NEXT!
Request a demo and ask to see exactly how Autograph works, or chemical heck out a very good GIF demo of Autograph in action. If you’re already an RFPIO client, view our Help Center article for detailed instructions on using Autograph.
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