10 week ago — 8 min read
Boss to Hitesh: “Hitesh, I need that document – yesterday!”
Client to Saumya: “Saumya Madam, where is that contract you promised me?”
Hitesh to Saumya: “I need four copies of the new client agreement. When can you send them to me?”
Such conversations are quite common in company settings. The problem is that these interactions often involve a lot of stress and friction, not only between employees and their superiors, but also between employees and clients.
The root cause of all this stress and friction? Old-fashioned paper-based documentation workflows!
Your customers expect to have easy interactions with your company. They want personalised experiences, seamless documentation workflows, secure documents, and fast agreements. And none of this is possible with paper-based documentation workflows. The good news is that all of this is possible with electronic signatures!
Electronic signatures – also known as e-signatures – can help streamline your company’s documentation workflows. And workflows matter! An easy workflow with simple steps can support your employees so they can get more done faster without getting buried under an avalanche of paper. They can serve clients better and maximise their overall productivity and efficiency. The end result: the organisation reach its business and profitability goals!
You might have updated many of your company’s workflows with digitisation and software in order to reduce the need for human intervention, minimise errors, and speed up outcomes. For instance, you may have implemented a CRM solution to manage customer data and relationships. Or your accounting team may have adopted a new software to streamline accounts receivables and payables.
You can achieve these same goals with an e-signature documentation workflow. This workflow is a systematic set of steps that makes it easy to sign and complete digital documents. With such a workflow in place, your staff and clients can digitally sign documents and effortlessly manage the document completion process from start to end.
An e-signature documentation workflow can automate the entire signing process so you can get more documents out faster. These documents and their contents will be completely secure and your recipients can easily authenticate your identity. All of this will increase process transparency and bring more trust into every transaction with every client and third party.
So how can you set up a user-friendly e-signature workflow that speeds up documentation and reduces friction between Boss, Hitesh, Saumya, and Client? Keep reading!
To automate the document signing process, your e-signature workflow should have all these elements/steps in place:
1. Sender creates documents
2. Sender sends documents
3. Recipient reviews documents
4. Recipient signs documents
5. Document is completed
The right e-signature solution will help you set up a streamlined e-Signature workflow that’s customised to your company’s needs. Plus, it will run in parallel to business processes so staff don’t feel burdened by documentation or signatures. The solution will simplify the entire documentation workflow so they can complete and finalise all documents in the fastest possible time – without going bananas!
When researching an e-signature workflow for your business, make sure it includes all these features:
In addition to all the above features, look for a solution that includes pre-built integrations with other popular applications. These integrations will further simplify your document workflows, and eliminate friction between processes and business units.
Are you looking for a way to automate your company’s document signature processes?
Want to save time and money?
Big bosses complaining about the cost of document storage, copying, and couriering?
Tired of listening to people complaining about lost documents and rework?
Try digital signatures!
By adopting digital signatures and setting up a streamlined e-Signature workflow, you can get more done within the organisation. Your people can focus on high-value tasks that improve customer satisfaction and increase billable hours. They can also close more deals faster and increase their productivity, efficiency, and profitability.
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Image source: Canva
Disclaimer: The views and opinions expressed in this article are those of the author and do not necessarily reflect the views, official policy or position of GlobalLinker.
Posted byLion Amir Virani
Tech Evangelist| Thought Leader | Social Entrepreneur | Enthusiastic Networker | Speaker| Startup Mentor
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