For those of you who don’t know, DocuSign is an electronic signature tool. It is used to complete approvals and agreements in a matter of minutes rather than days – from any device, in any location.
I am constantly sending agreements out for different orders throughout the day. Keeping on top of all the orders (and chasing people who don’t sign) can be very difficult and requires you to be extremely organised.
Like FindTime in my previous blog, DocuSign has completely revolutionised the way I work.
Let me explain some of my favourite features:
- Allows me to view all open and closed agreements
- Quickly upload and send any agreement
- Usable on any device from any location
- Reporting on closed and open agreements
Rather than listing out the benefits of DocuSign, I will explain how I use it.
Firstly, I will create my document. I will then import it into DocuSign (whether by uploading the file, using an Office add-in or the SharePoint integration). Once in DocuSign, I have the ability to set my own signature fields. This is extremely useful when I would like a customer to sign in a designated area/box, and also add other information such as date & job title.
Once I am happy with my document, I am ready to send for signature! The customer will receive a copy of the agreement in a fully branded portal.
If, after a while, the customer has not signed the document, I am then able to send reminders. With this, it will also tell me when a customer has viewed the document.
We’re currently only scratching the surface of what DocuSign can do. We can implement workflows, take payments and offer full SharePoint integration with the solution as well!
I am very interested to hear if you use any similar products, or have used DocuSign in the past and can let me know of any tips!