Does an eSignature Solution Offer Customizable Templates?
An eSignature is an electronic version of a handwritten signature that speeds up agreement procedures. It’s also legally binding and offers a host of benefits over the physical equivalent.
Choosing the right eSignature solution can be challenging. Consider the following factors to find a product that best fits your needs.
Customizable Templates
In the past, businesses were required to print out documents for signatories to hand-write their signatures and return them via fax or post. But this paper-intensive process is becoming increasingly archaic in today’s digital world, where an electronic signature solution can help businesses streamline contracts, agreements and other business documents.
With customizable templates, eSignature solutions offer businesses the flexibility to modify fields on their forms to collect different types of information from signatories. These can include fields for name, address, phone number, email address and other standard particulars. Some eSignature tools even allow users to upload their own custom logos and graphics to personalize their form design.
Some eSignature solutions can also be integrated into existing CRMs and workflows via an API, making it easier to manage business processes in the cloud. Additionally, the latest tools meet high compliance standards – ensuring that eSignatures can be trusted as legally binding.
One such tool is HelloSign, which offers a user-friendly esignature experience that allows users to customize and brand signing options, as well as provide a tamper-proof audit trail of all activities. It’s also compliant with all major global eSignature laws and provides a robust API, along with extensions, integrations and competitive pricing. Another standout is Eversign, which allows users to send documents off for signature with a click of a button and features a contact management system that maintains records of document signatories.
Customization Options
The best eSignature solution provides customization options that allow you to tailor the platform to your company’s needs and ensure it will fit seamlessly into your workflow. These include the ability to choose whether you want to charge a flat annual fee, per transaction or document, and how to handle pricing and usage for different types of transactions.
Whether you’re using a template or a custom eSignature, you can customize the signing order, reminders and notifications, add custom pre-filled fields in the document, set the signer roles (signer, viewer or countersigner), configure the tamper-proof security level and more. This allows you to create reusable templates that can be used again and again.
Lightico’s mobile-friendly eSignature app lets you send signature requests to customers through instant messaging so they can complete them in the most convenient way. This is particularly important for customer service, where agents can guide the signing process over the phone and eliminate the need to rely on printers, scanners or desktop PCs to process a signature. This increases customer satisfaction and reduces the need for costly paper, printing, faxing and scanning equipment. Plus, signatures are completed on customers’ smartphones and tablets so they can sign from anywhere, any time. This is a huge benefit for compliance-minded businesses in healthcare and insurance that need to meet regulatory standards while keeping their customers’ data safe.
Integrations
If your company uses a variety of other systems for CRM, document management and more, look for an eSignature solution that offers seamless integrations to minimize manual work. For example, an eSignature tool that integrates with your existing platform eliminates the need for teams to switch between platforms or for clients to rely on outdated equipment like printers and scanners or fax machines.
This helps to improve overall workflow and document management, which in turn can help your business save money and time. For instance, some of the top-rated digital signature solutions can provide a full suite of integrations to ensure you are able to manage contracts, transactions and customer data from one central platform.
For banking and finance companies, an eSignature solution that integrates with KYC and ID&V procedures can position traditional banks to compete with contender neobanks and fintechs. In addition, eSignature tools that are fully integrated with your other systems can accelerate customer onboarding and increase conversions, sales and retention.
Additionally, a mobile-optimized eSignature solution can give your customers the ability to sign on their phones without having to print out documents or make unnecessary trips to your branch. Ultimately, this allows you to boost loyalty and decrease the likelihood of churn, especially as consumers increasingly demand that their banking experience is easy and convenient.
Security
Whether an organization wants to offer its signature solution through its website or a third-party platform, it must choose a vendor that offers top-notch security and compliance provisions. These features protect documents from tampering, ensure the identity of signers, and provide a complete audit trail. A robust security protocol is also essential to help businesses meet the stringent requirements of regulated industries and markets.
PandaDoc is a well-rounded eSignature software solution that offers easy-to-use templates and a mobile app for signing on the go. Its streamlined and automated process enables customers to complete documents quickly, reduce paperwork, and improve customer satisfaction. Its robust integrations and a powerful API help businesses save time and automate workflows while boosting productivity. Its security features include fingerprint authentication, password protection, and passcodes, plus a strong encryption system.
Its document analytics and notifications offer a real-time view of all documents signed and their progress, helping teams optimize business processes. It also helps businesses keep track of document versions and changes – a critical feature for teams working on collaborative projects. Moreover, its user management and access control features ensure that only authorized users can see important information and complete tasks. Lastly, its legally valid eSignatures are compliant with ESIGN and UETA laws, so companies can rest assured that their signed documents will hold up in court.