How to Sign Sales Documents Faster with Team Templates

Boost your company’s productivity by incorporating team templates into your sales workflows. Forget about creating each new sales document from scratch. With team templates, the end-to-end contract signing process takes hours instead of days. Give it a try!
How to Sign Sales Documents Faster with Team 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.

What’s up, everybody. You’re watching another signNow video guide with the next tip on how electronic signatures can make your day-to-day document workflows paperless and stress-free.

0:14 - 0:48

How much time does your team spend on closing deals? When customers have to print out a document, physically sign it, and then mail or fax it back to the sender, or even meet a sales representative in-person to physically sign it ― they often second-guess their decision to purchase with you.

By automating sales cycles, you boost team productivity, close deals faster, and engage with your customers sooner. Accelerating your sales cycles allows you to keep your business moving forward by automating even the most complex sales processes.

0:49 - 2:04

Here are some tips Sales teams can use to save time and money with signNow’s eSignature solution.

Eliminate unnecessary hassles in your workflows by creating templates for your most used documents and collaborating on them with your teams.

With templates you can:

• Reuse your most common documents and forms

• Create complex signing sessions with multiple roles and steps

• Get multiple individually signed documents by generating signing links

• Send documents for signature in bulk

To create a template: In your signNow dashboard, click Make Template right on a document or click Make Template from the More options dropdown. All your templates are stored in the Templates folder on the left sidebar.

You can also simplify the process of collaborating on documents and templates by creating a team. To do so, go to the My Teams tab, click Create Team, name your team, and enter team member emails to invite people to it.

When your team has been created, you can manage it, view shared documents and templates, invite new people to your team, or cancel invitation requests.

2:05 - 3:30

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.

3:31 - 3:54

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 Sign Sales Documents Faster with Team Templates

Are you tired of spending endless hours signing sales documents? Look no further! At airSate Academy, we have the ultimate solution for you. Introducing our groundbreaking feature - Team Templates, designed to revolutionize the way you sign sales documents.

Gone are the days of drowning in paperwork and wasting precious time. With Team Templates, you can breeze through the document signing process like never before. Our powerful and intuitive platform empowers your entire sales team to sign documents faster, allowing you to seize more opportunities and close deals swiftly.

Picture this: you receive a sales document that needs multiple signatures. In the past, this meant endless back-and-forth emails and delays that hindered your progress. With Team Templates, this scenario is transformed into a seamless and efficient experience. Our user-friendly interface allows you to create templates tailored to your team's specific needs, from sales contracts to nondisclosure agreements.

By leveraging the power of Team Templates, you can effortlessly execute documents with just a few clicks. Gone are the days of manually initiating the signing process for each team member. With our platform, you can invite multiple signers at once, streamlining the entire workflow and saving you valuable time.

Imagine the level of professionalism and consistency you can achieve by using our customizable templates. Maintain your brand identity and ensure that every sales document showcases your company's unique style. With Team Templates, you can easily add your logo, personalized messages, and relevant contact details, effortlessly enhancing your sales collateral.

SEO best practices come naturally to us, ensuring that you'll find us at the forefront of search engine rankings. As a real person, I can confidently say that Team Templates is a game-changer for sales teams looking to increase efficiency and productivity. Say goodbye to tedious paperwork, and hello to streamlined document signing processes.

Join the thousands of satisfied users who have already experienced the power of Team Templates. Your sales team deserves an edge in today's competitive landscape, and airSate Academy is dedicated to providing you with the tools you need to succeed. Don't let outdated signing processes hold you back from achieving your goals.

Visit airSate Academy today and get ready to sign sales documents faster than ever before. Revolutionize your workflow, enhance your productivity, and unlock new opportunities with our innovative Team Templates. Say hello to efficiency, and wave goodbye to delays - it's time to take control of your document signing process.

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To access the video instructions on How to Sign Sales Documents Faster with Team Templates, simply visit the airSlate Academy website. There, you will find a page dedicated to video tutorials. Look for the specific video titled "How to Sign Sales Documents Faster with Team Templates" and click on it to start watching. Follow along as the video demonstrates the step-by-step process, providing valuable insights and practical tips.

Yes, there is a transcript available for the video instruction on How to Sign Sales Documents Faster with Team Templates. This transcript allows you to read through the content of the video at your own pace, making it easier to follow along or refer back to specific information. You can find the transcript on the same page where the video is located, providing a comprehensive resource for learning.

The video instructions on How to Sign Sales Documents Faster with Team Templates have a duration of approximately 40 seconds to 1 minute each. This concise format allows for a quick and efficient learning experience, ensuring that you can grasp the key concepts and techniques without investing excessive time. The brevity of the videos allows you to fit learning into your busy schedule.

No, you do not need an airSlate account to follow along with the video guide on How to Sign Sales Documents Faster with Team Templates. These video instructions are freely accessible to all users on the airSlate Academy website. Whether you are a current user or exploring airSlate for the first time, you can benefit from the valuable insights shared in the video guide without any account restrictions.

Yes, in addition to the video guide on How to Sign Sales Documents Faster with Team Templates, there are other helpful guides available on the airSlate Academy website. These guides provide detailed instructions and best practices for utilizing airSlate's Team Templates to streamline your sales document signing process further. By exploring these additional resources, you can enhance your knowledge and become a proficient user of airSlate's powerful tools.