Why is DocuSign Useful?
Over the course of a deal, a number of documents need approval to move the deal on to its next step. These documents range from quotes, to invoices, contracts and beyond, and the process of getting approval often involves many stakeholders that aren’t in the room when the documents are ready. Shuttling documents around takes time, and the longer it takes to get the needed approvals, the more attention is lost and the higher the likelihood that someone develops cold feet.
That’s where DocuSign comes in.
DocuSign enables you to get quotes, invoices, and contracts signed in just minutes from when the documents are ready. It achieves that by letting you upload and digitize those paper contracts, and send through an approval process to a list of contacts via email. Contacts can open your email, sign and date on the document where necessary using their computer and mobile device, and DocuSign forwards the document on to the next signatory. At any time in the approvals process, you can check in to see what signatures have been obtained, and which ones are still remaining.
Benefits of DocuSign Integration
Available in these editions:Sales Professional Help Desk Professional All-in-one