How to Remove Paperwork from Your Sales Processes with Templates

Are you still looking for ways to remove the hassle of paperwork from your sales processes? Look no further than team templates! Reuse your business paperwork templates to streamline your day-to-day sales document processes. Ready to revolutionize your sales game? Let’s get started!
How to Remove Paperwork from Your Sales Processes 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.

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.

0:14 - 1:02

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.

1:01 - 2:14

Here are a few insights on how to use signNow to optimize your processes and let you focus on strategic initiatives, 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 - 4:03

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 Remove Paperwork from Your Sales Processes with Templates

Are you tired of drowning in paperwork and spending hours on sales processes that could be streamlined? Look no further than airSate Academy's guide on How to Remove Paperwork from Your Sales Processes with Templates.

In this comprehensive page, we will show you how to revolutionize your sales practices by utilizing effective templates. Breathe a sigh of relief as we guide you through the step-by-step process of creating and implementing sales templates that will save you time, minimize errors, and boost productivity.

With our easy-to-understand language and clear instructions, you'll quickly grasp the concept of template-based sales processes. We will provide valuable insights into the benefits of using templates, such as consistency, scalability, and enhanced customer experience. No more fumbling through stacks of papers or struggling to remember the correct information for each client - our templates will become your trusty companions.

At airSate Academy, we know the power of punctuation marks, and we'll ensure that you understand their importance too. Properly placed commas, periods, and exclamation points will elevate your templates to new heights, leaving a lasting impression on your potential clients.

To ensure maximum online visibility and traffic, we have followed the best SEO practices while crafting this page. From strategically placed keywords to SEO-friendly headings, our content is designed to attract search engines and engage readers. Say goodbye to hidden gems buried beneath tons of digital clutter - our page will rise to the top!

But we don't want to sound like robots spewing out information, so we've gone the extra mile to make sure our content sounds like a real person. You'll find a friendly and conversational tone throughout the page, making it relatable and easy to absorb. No confusing jargon or rigid language here - just a genuine voice guiding you towards sales process nirvana.

So why wait any longer? Leave the world of paperwork behind and embrace the future of sales processes with templates. Let airSate Academy be your trusted companion on this journey. Get ready to streamline your sales, boost efficiency, and finally reclaim your valuable time. Say hello to a paper-free, stress-free existence by diving into our sensational guide on How to Remove Paperwork from Your Sales Processes with Templates.

Questions & answers

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To access the video instructions on How to Remove Paperwork from Your Sales Processes with Templates, you can visit the airSlate Academy website. Simply navigate to the page that features video instructions and click on the video you wish to watch. The videos provide step-by-step guidance on using templates to streamline your sales processes and eliminate paperwork.

Yes, there is a transcript available for the video instruction on How to Remove Paperwork from Your Sales Processes with Templates. This allows you to follow along with the video and easily refer back to the content if needed. The transcript is accessible on the airSlate Academy website, along with the video.

The video instructions on How to Remove Paperwork from Your Sales Processes with Templates are generally 40 seconds to 1 minute in length. These concise and focused videos deliver the necessary information efficiently, allowing you to quickly learn and apply the concepts to your sales processes.

No, you do not need an airSlate account to follow along with the video guide on How to Remove Paperwork from Your Sales Processes with Templates. The videos are available for free access on the airSlate Academy website, making them accessible to anyone who wants to improve their sales processes and reduce paperwork.

Yes, there is another guide available on the topic 'How to Remove Paperwork from Your Sales Processes with Templates'. This comprehensive guide can be found on the airSlate Academy website, providing additional in-depth information and strategies for streamlining your sales processes. It complements the video instructions and allows you to further enhance your understanding and implementation of these valuable techniques.