Your CRM provides you with the ability to send agreements to your leads (and even your merchants) for E-Signature. An electronic signature is quickly becoming a status quo of doing business in a variety of industries.
Clients are happier and agreements are returned faster to the sellers of goods and services with electronically signed agreements.
Powered by Adobe Sign, we have taken E-Signature to the next level by delivering a single point of data entry which automatically transfers data collected from an electronically signed document back into the CRM.
To begin sending out electronic agreements to prospective clients, follow these steps:
On the lead form, ensure all information is saved and go to the E-Sign tab, select the document to be signed, and click Preview Email:
Alternatively, you can also send out agreements from the Merchant Details page by expanding the E-Sign accordion under the Profile tab:
After you've clicked on the Preview Email button, a unique link will be generated and copied in the email which you will send to the merchant.
Here's an example of one such link in an email:
If you would like to preview the agreement before sending the email, click the link and it will open in a new tab.
You will see the document exactly how the recipient will see it when they click the link in the email. If you enter any information here, it will not be added to the document. Only information entered when the document is signed and completed will be saved.
Note the Next Required button at the top which moves the signer through the document:
While a document is in the process of being signed, there are several events which trigger the sending of automatic notifications:
- When the email is opened by your prospect, you will receive an automatic pop-up notification (if set on the template used to send the email).
- When the E-Sign link is clicked, you will receive an email notifying you that the prospect is viewing the document.
- When all of the required fields are completed and the document is signed, both the sender and the client will receive an email containing a copy of the PDF agreement. Also, the completed attachment is automatically bound back directly to the lead into the Attachments tab.
- If the document had fields which were modified before the document was signed, you will be notified of the changes and also you will be able to approve or decline each such change.
- When the app is completed, you and the merchant will receive an email with a copy of the PDF agreement which will also be saved on the lead form.
If you'll need to locate a specific agreement later, you can always find it on the Attachments tab on the lead form.
Agreements can be downloaded at any time or emailed directly from the system:
Note: In order for e-Signature to work correctly on iPad, please disable the Prevent Cross-Site Tracking setting from the default settings: