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signNow is an award-winning electronic signature solution that allows you to quickly and efficiently eSign documents and collect signatures from recipients.
Hey, everyone. Welcome back to the signNow video guide with a new helpful tip on how electronic signatures can transform your day-to-day document workflows.
0:15 - 0:58
Are delayed payments affecting your sales cycles? Delight your customers with fast and secure payments online right after signing documents.
Allowing clients to pay online quickly eliminates delays and the risk of non-payment. Making payment collection part of your sales workflows rather than a separate process helps to increase customer loyalty and engagement.
Don’t put off taking payments! signNow makes it easy for customers to pay for your services from anywhere. Automatically accept payments right after generating quotes, negotiating prices, and signing contracts without having to switch between accounts.
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Here are some tips Sales teams can use to save time and money with signNow’s eSignature solution.
If you’d like to save time collecting signatures on multiple document copies, use signNow to send your contracts, agreements, and forms to several recipients at once.
Create a fillable template and send it to multiple people to sign. Go to your Template folder, click the More button next to the template you need to send, and select Bulk Invite. In order to use Bulk Invite, your template must contain fillable fields and at least one unassigned signer role.
You can either upload a CSV file containing a column with signer email addresses or enter them in the empty box. Customize the template name if needed. Select the destination folder for completed documents and click Send Invites.
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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.
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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!
Welcome to airSlate Academy, where we specialize in helping businesses streamline their processes and revolutionize their workflows. In this guide, we will show you how to effortlessly remove paperwork from your sales processes using the powerful feature known as Bulk Send.
Imagine a world where you no longer spend countless hours manually preparing and sending out sales documents one by one. With Bulk Send, you can experience this reality by automating and simplifying your document distribution process.
Gone are the days of sifting through endless stacks of paperwork, wasting valuable time and resources. By harnessing the power of Bulk Send, you can now send multiple documents to multiple recipients with just a few clicks.
Whether you're a small business owner or a sales professional, this game-changing feature is designed to save you time, boost productivity, and optimize your sales pipeline. The process is remarkably simple, yet incredibly effective.
Utilizing our intuitive platform, you can easily upload your sales documents, such as contracts, proposals, or any other important forms. From there, you can effortlessly select multiple contacts, customers, or prospects to send your documents to.
With just a single click, the system will merge each document with the appropriate recipient's contact information, personalizing each communication for that individual. This level of personalization not only enhances the recipient's experience but also increases the chances of closing a successful deal.
But that's not all. The power of Bulk Send doesn't stop there. Not only can you automate the sending process, but you can also track the status of each document in real-time. No more guessing whether your proposal was received or if your contract was signed.
By using our platform, you gain visibility into each recipient's actions, such as when they opened the document, how much time they spent reviewing it, and when they signed it. This information allows you to take proactive measures, such as follow-ups or reminders, to ensure prompt action is taken.
Furthermore, the platform integrates seamlessly with your existing systems, eliminating any compatibility concerns. You can swiftly integrate airSlate into your CRM, ensuring a smooth and cohesive experience across all your sales processes.
With Bulk Send, you'll experience a significant reduction in time-consuming paperwork, increased efficiency, better sales tracking, and ultimately, improved revenue. It's time to say goodbye to laborious manual processes and hello to a streamlined future. Join us at airSlate Academy and let us guide you in removing paperwork from your sales processes once and for all.
To access the video instructions on How to Remove Paperwork from Your Sales Processes with Bulk Send, simply visit the airSlate Academy website. Once there, navigate to the page dedicated to this topic, where you'll find a comprehensive video guide showcasing the step-by-step process. This video demonstrates how to streamline your sales processes and eliminate the need for excessive paperwork using the powerful Bulk Send feature.
Yes, transcripts are available for all of our video instructions, including the one on How to Remove Paperwork from Your Sales Processes with Bulk Send. These transcripts provide a written account of the video content, allowing you to review the instructions at your own pace or refer back to specific information as needed. The transcripts can be found alongside the video, providing a convenient resource for auditory and visual learners alike.
The video instructions on How to Remove Paperwork from Your Sales Processes with Bulk Send have a duration of approximately 40 seconds to 1 minute each. This concise timeframe ensures that you receive a clear and efficient explanation of the process without overwhelming you with unnecessary information. By condensing the instructions into a manageable length, we aim to optimize your learning experience and allow you to quickly implement these powerful sales process improvements.
While it is not necessary to have an airSlate account to view the video guide on How to Remove Paperwork from Your Sales Processes with Bulk Send, we highly recommend creating one. By signing up for an airSlate account, you can fully utilize the features and capabilities showcased in the video instructions. Additionally, having an account grants you access to the related academy course, where you'll find in-depth explanations, practical exercises, and further resources to enhance your understanding and success with Bulk Send.
Yes, we offer another comprehensive guide titled "How to Remove Paperwork from Your Sales Processes with Bulk Send" within the airSlate Academy. This guide provides written step-by-step instructions, allowing you to follow along at your own pace. The guide covers the same topic as the video instructions and is designed to complement and reinforce the knowledge gained from watching the videos. By offering multiple resources, including both video and written guides, we ensure that every learner can find the approach that best suits their preferred learning style.
