How to Bulk Send Sales Documents for Signing with Templates

Getting sales documents signed asap can be a challenge. This is where signNow templates come in handy. Help your sales team go paperless and dedicate their attention to your clients while signNow handles all the related documents. Try it today!
How to Bulk Send Sales Documents for Signing with Templates
About signNow
Transcript

signNow is an award-winning electronic signature solution that allows you to quickly and efficiently eSign documents and collect signatures from recipients.

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Transparent pricing for full-featured plans. signNow offers subscription-based plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. signNow helps you comply with global security standards.

Hello and welcome to signNow, the best eSignature solution out there. Watch this video to stay current with all the ways electronic signatures can benefit your business and streamline your day-to-day processes.

0:18 - 1:05

The problem of excessive paperwork is front and center in the day-to-day operations of sales teams. Searching for and preparing the right documents, collecting and storing customer data — all this forces sales teams to focus on paperwork instead of closing deals.

With signNow, sales teams manage to eliminate paper-based processes, save money, and reclaim working hours by signing, sending, and storing documents online.

Help your sales teams go paperless and streamline their most important processes with signNow. Forget about piles of paper documents with reusable templates for your contracts, agreements, and quotes. Let signNow help you focus more on clients rather than paperwork.

1:06 - 2:16

Let's take a look at how signNow does the heavy lifting so that you can focus on your goals, not paperwork.

If you often collect signatures for similar documents, you don't have to re-upload them over and over again. Instead, you can create templates for your most frequently used documents and simply generate a fresh copy whenever you need something signed.

Create a new template or document group template directly from the signNow dashboard. Click Upload and Create to upload a document from your device. Your document will be automatically saved to the Templates folder. Alternatively, you can select an existing signNow document and convert it into a template by clicking Make Template. In the new pop-up window, enter the template's name and click Create Template. Your document is now saved to the Templates folder where you can access it anytime, send it for signature, or generate a shareable signing link.

If you're using signNow as a team, you can also view your team's templates in the Shared Templates folder. To share a template with your team, click Share with Team and select the team you'd like to share it with.

2:17 - 3:42

Let's see what else you can do with signNow.

There are two types of fields when creating a document in signNow: editable (for document senders) and fillable (for document signers). Each field is assigned to a specific role. You can set each field as required or optional and specify which data types are valid for that field. If you need to sign a document before sending it, add your signature any way you like. Type your full name, draw a signature using your mouse or trackpad, or upload an image of your handwritten signature.

Choose whether you'd like recipients to receive your invite in the order they're signing the document or at the same time. Customize invite emails, protect your document by adding additional authentication methods, set up a document expiration date with automated reminders, allow your recipients to forward the document, or even decline your invite. Select what to do with a signed document, including deciding who needs copies.

Use Document Groups if you need to bundle documents together, send a group of documents to a single signer, or create signing steps for multiple signers across multiple documents. To start collaborating on documents, create a team and invite your colleagues. As the team admin, you can add or delete users, view shared documents and templates, and much more.

Visit our Help Center if you need more help with signNow. Start a live chat or submit a new support request and our support team will contact you as soon as possible.

3:43 - 4:06

Want to become a certified eSignature expert? Click the link in the top right corner to take one of our free courses.

If you work with documents on a regular basis, click the link in the description to try signNow for a period of 7 days absolutely for free!

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Introducing How to Bulk Send Sales Documents for Signing with Templates

Welcome to airSlate Academy, your go-to resource for all things related to business automation and digital transformation. In this page description, we will guide you through the process of bulk sending sales documents for signing with templates, streamlining your workflow and saving you valuable time.

Ready to level up your document management game? With airSlate's intuitive platform, bulk sending sales documents has never been easier. Say goodbye to manual document assembly and individual signings, and say hello to efficiency and productivity.

Our step-by-step guide will walk you through the entire process. First, create customized templates tailored to your specific sales documents. These templates can be easily reused, eliminating the need to start from scratch with every new set of documents.

Once your templates are all set, it's time to harness the power of bulk sending. With just a few clicks, you can select multiple recipients and effortlessly distribute your sales documents to all of them at once. No more tedious and time-consuming one-by-one sending. The best part? You can customize each document with recipient-specific details, ensuring a personalized touch for every contact.

But it doesn't stop there. airSlate enables you to track, manage, and monitor the progress of your sales documents with real-time notifications. No more wondering whether your documents have been received or signed - you'll have full visibility into the status of each individual document, guaranteeing a smoother and streamlined process.

SEO practices are at the forefront of our content strategy, and you can be assured that this page description is optimized for search engines. Through the usage of relevant keywords and descriptive language, we strive to provide you with valuable content that ranks highly and resonates with your search queries.

At airSlate Academy, we understand the importance of sounding like a real person. We're not just another faceless corporation - we're a team of professionals dedicated to simplifying your workflow and enhancing your document management experience. This page description is written with the objective of conveying essential information in a friendly and approachable manner, ensuring that you feel connected and engaged throughout the entire process.

So, if you're ready to revolutionize your sales document management, look no further than airSlate Academy. Join us today and discover the power of bulk sending sales documents for signing with templates. Empower your business with efficiency, productivity, and seamless workflows. Begin your journey to success now.

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To access the video instructions on How to Bulk Send Sales Documents for Signing with Templates, simply visit the airSlate Academy website. Once there, navigate to the relevant page and click on the video. This will bring up the tutorial, which will guide you through the process step-by-step.

Yes, there is a transcript available for the video instruction. The transcript can be found alongside the video on the airSlate Academy website. This allows you to follow along with the video and refer back to specific instructions if needed.

The video instructions on How to Bulk Send Sales Documents for Signing with Templates are typically around 40 seconds to 1 minute in length. This ensures that the tutorial is concise and easy to follow, while still covering all the necessary information.

No, you do not need an airSlate account to follow along with the video guide on How to Bulk Send Sales Documents for Signing with Templates. The video instructions are designed to be accessible to both airSlate users and non-users alike. However, creating an account can provide additional benefits and enable you to take full advantage of airSlate's features.

Yes, there is another guide available on 'How to Bulk Send Sales Documents for Signing with Templates'. In addition to the video instructions, airSlate Academy offers a comprehensive written guide that provides detailed step-by-step instructions and screenshots. This guide can be accessed for free on the airSlate Academy website, providing an additional resource for users.