Picture: Image by Michal Jarmoluk from Pixabay
5 ways to make sending contracts easier
Sending and receiving digitally signed contracts isn’t an especially exciting task but it’s most certainly a necessary one. If you’re sending out physical documents, or worse still faxing them, it’s time to bring yourself into this century.
Long gone are the days where you had to receive a contract as an attachment, print it out, sign it, then scan it back – what a palaver that was, not just for you but for your clients too.
There are loads of digital solutions out there now, so you have no excuse, and among these is Signable, my personal favourite by a country mile.
So here are 5 ways you can use Signable to make sending and receiving contracts a cinch.
1. Sign on any device
This is SUCH a great feature because your clients don’t need to be at their desks to sign online. This ease means your contracts will come back quicker, and your client gets a fuss free experience. Win win!
2. Use your existing documents
You can upload your existing documents quickly (Word, Excel, PDF), or create new ones easily. This is great if you just want to pull in the documentation you’ve already got set up. You can also save any new ones you create as templates. Easy peasy.
3. Personalisation and customisation
Another great feature is that you can personalise the message when sending documents, it’s little touches like these that clients tend to appreciate. There are also fully customisable fields, which is great when there are tweaks to be made to your standard terms.
4. Automatic reminders
I love that Signable sends automatic reminders, anything that automates is an absolute bonus in our game. It also works in your favour in terms of not being perceived as ‘pestering’, because the automation does it for you.
5. Pay as you go
No yearly or monthly tie-ins if you don’t want them. One of my favourite aspects of Signable is that it offers a pay as you go solution per document that you send. This is great news if the number of contracts you send per month tends to fluctuate.
Added bonus: I’m a big fan of the fact the final signed copy is automatically sent to you and all those who have signed and that it integrates with GDrive nad DropBox so it can automatically be saved for you, if you wish!
Those on my team who use Signable really do love it too. Here’s what they have to say:
“It’s so easy to use and the fact you can sync it to G Suite to save signed contracts in your designated folder is really useful to stay organised.”
“I’m a big fan of the audit trail and Signable tracks the signature and time/date stamps it – which is a great record.”
I’d thoroughly recommend giving Signable a go when you next need a document signed, I’m sure you’ll find it a handy tool to have in your kit.
For full disclosure, I will earn a small commission if you sign up to any of these resources using the links I provide in my posts, and I only ever recommend tools and resources that I trust and use myself.