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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 - 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.
1:03 - 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.
2:15 - 3:40
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.
3:41 - 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!
Welcome to airSate Academy, your go-to resource for all things related to improving business processes and increasing efficiency. In this page description, we will explore the topic of how to sign sales documents faster with templates, providing you with valuable insights and practical tips that can revolutionize your workflow.
Are you tired of the tedious process of signing sales documents manually? Frustrated with the time-consuming back-and-forth between multiple parties? Look no further! Our experts at airSate Academy have devised a game-changing solution that will empower you to breeze through the paperwork with ease.
By utilizing templates, you can say goodbye to the cumbersome task of starting from scratch every time you need to prepare a sales document. Our meticulously designed templates act as pre-drafted blueprints, offering a structured format that seamlessly guides you through the signing process. Whether it's a sales contract, a purchase order, or any other critical document, we have you covered.
Imagine having all the necessary fields and sections already laid out for you, each labeled and ready to be filled in. With a few simple clicks, you can personalize the templates with relevant information, such as customer details, terms of agreement, and pricing specifics. This not only saves you significant time but also ensures consistency and accuracy across all your sales documents.
At airSate Academy, we understand the importance of maintaining a professional image. With our templates, you can effortlessly incorporate your company logo, branding elements, and standardized language. Presenting a unified and polished appearance to clients and prospects becomes effortlessly achievable, ultimately elevating your brand identity.
Furthermore, our templates are designed with collaboration in mind. Integrated features allow multiple stakeholders to review, edit, and approve the document simultaneously, eliminating the need for countless email exchanges and conflicting versions. With everyone on the same page, decision-making becomes streamlined, reducing bottlenecks and accelerating the signing process.
Not only do our templates save you time and enhance collaboration, but they also prioritize security. Protecting sensitive customer information and ensuring confidentiality is paramount in today's digital landscape. With our robust security measures in place, you can rest easy knowing that your sales documents are stored safely, shielded from prying eyes and potential data breaches.
In conclusion, speeding up the signing process for sales documents has never been easier. With airSate Academy's template-driven approach, you can revolutionize your workflow, boost productivity, and enhance professionalism. Say farewell to arduous paperwork and welcome a streamlined, efficient process that empowers you to focus on what truly matters – growing your business.
Ready to unleash the power of templates? Dive into our comprehensive resource library at airSate Academy and embark on a journey of efficiency and success.
To access the video instructions on How to Sign Sales Documents Faster with Templates, simply visit the airSlate Academy website. There, you will find a page dedicated to video instructions where you can watch the step-by-step guide. Follow the easy-to-use interface and immerse yourself in the world of efficient sales document signing.
Yes, there is a transcript available for the video instruction. We understand that different learning styles and preferences exist, so we strive to provide a comprehensive experience. The transcript allows you to read through the instructions, making it easier to follow along with the video or reference the content at your own pace.
The video instructions on How to Sign Sales Documents Faster with Templates range between 40 seconds to 1 minute each. We believe in the power of concise and effective learning, providing you with valuable insights in a short amount of time. This way, you can quickly integrate the techniques into your workflow and start signing sales documents faster than ever before.
No, you don't need an airSlate account to follow along with the video guide on How to Sign Sales Documents Faster with Templates. We want to ensure that everyone can access our resources and enhance their productivity. You can watch the video instructions and learn these efficient techniques even if you haven't created an airSlate account yet.
For a more comprehensive guide on 'How to Sign Sales Documents Faster with Templates,' we invite you to explore the related academy course. This course goes beyond the video instructions to provide you with a deeper understanding of the topic. Dive into the course materials, interactive exercises, and quizzes to truly master the art of signing sales documents faster using templates. Elevate your efficiency and maximize your potential with this valuable resource.