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signNow is an award-winning electronic signature solution that allows you to quickly and efficiently eSign documents and collect signatures from recipients.
Hey, everyone. Welcome back to the signNow video guide with a new helpful tip on how electronic signatures can transform your day-to-day document workflows.
0:15 - 0:48
How much time does your team spend on closing deals? When customers have to print out a document, physically sign it, and then mail or fax it back to the sender, or even meet a sales representative in-person to physically sign it — they often second-guess their decision to purchase with you.
By automating sales cycles, you boost team productivity, close deals faster, and engage with your customers sooner. Accelerating your sales cycles allows you to keep your business moving forward by automating even the most complex sales processes.
0:49 - 2:04
Here are some tips Sales teams can use to save time and money with signNow's eSignature solution.
Eliminate unnecessary hassles in your workflows by creating templates for your most used documents and collaborating on them with your teams.
With templates you can:
• Reuse your most common documents and forms
• Create complex signing sessions with multiple roles and steps
• Get multiple individually signed documents by generating signing links
• Send documents for signature in bulk
To create a template: In your signNow dashboard, click Make Template right on a document or click Make Template from the More options dropdown. All your templates are stored in the Templates folder on the left sidebar.
You can also simplify the process of collaborating on documents and templates by creating a team. To do so, go to the My Teams tab, click Create Team, name your team, and enter team member emails to invite people to it.
When your team has been created, you can manage it, view shared documents and templates, invite new people to your team, or cancel invitation requests.
2:05 - 3:30
Let’s see what else you can do with signNow.
There are two types of fields when creating a document in signNow: editable (for document senders) and fillable (for document signers). Each field is assigned to a specific role. You can set each field as required or optional and specify which data types are valid for that field. If you need to sign a document before sending it, add your signature any way you like. Type your full name, draw a signature using your mouse or trackpad, or upload an image of your handwritten signature
Choose whether you'd like recipients to receive your invite in the order they're signing the document or at the same time. Customize invite emails, protect your document by adding additional authentication methods, set up a document expiration date with automated reminders, allow your recipients to forward the document, or even decline your invite. Select what to do with a signed document, including deciding who needs copies.
Use Document Groups if you need to bundle documents together, send a group of documents to a single signer, or create signing steps for multiple signers across multiple documents. To start collaborating on documents, create a team and invite your colleagues. As the team admin, you can add or delete users, view shared documents and templates, and much more.
Visit our Help Center if you need more help with signNow. Start a live chat or submit a new support request and our support team will contact you as soon as possible.
3:31 - 3:51
Want to become a certified eSignature expert? Click the link in the top right corner to take one of our free courses.
Want to try signNow for Free? Just click the link in the description and start working on your documents right away.
Welcome to airSlate Academy! In this page description, we'll walk you through the process of bulk sending sales documents for signing using our powerful Team Templates feature.
Imagine streamlining your sales process by sending multiple documents to your clients for signing, all with just a few clicks. With airSlate's Team Templates, you can easily send sales documents en masse, saving you valuable time and effort.
Our intuitive platform allows you to create and customize templates to match your company's branding, ensuring a consistent and professional look throughout all your sales materials. Once your templates are set up, simply add your recipients' names and email addresses, and airSlate will automatically generate individual copies of the sales documents for each recipient.
Sending out your sales documents in bulk has never been easier. Gone are the days of painstakingly sending documents one by one. With airSlate, you can achieve maximum efficiency, sending multiple documents for signing in one go.
But that's not all! Our advanced features enable you to track the progress of each document, giving you real-time insights into who has signed and who hasn't. You'll never have to worry about missing out on crucial sales agreements again.
Furthermore, airSlate prioritizes security and compliance. Rest assured that your sensitive sales documents are stored safely in our encrypted cloud storage, providing you and your clients with peace of mind.
So, whether you're a sales manager, team lead, or business owner, airSlate's Team Templates will revolutionize the way you send sales documents for signing. Say goodbye to the hassle of manual document distribution and hello to a streamlined, efficient sales process.
Unlock the true potential of your sales team today with airSlate Academy's step-by-step guide on bulk sending sales documents for signing using Team Templates. Don't miss out on this opportunity to optimize your operations and enhance your bottom line. Sign up with airSlate today and experience the future of sales document management. Let's get started!
To access the video instructions on How to Bulk Send Sales Documents for Signing with Team Templates, simply visit the airSlate Academy website. There, you will find pages dedicated to providing free access to these helpful tutorials. The videos showcase the impressive capabilities of airSlate integrations and guide users through the process of bulk sending sales documents using team templates. At the end of each video, you will be directed to the corresponding academy course for further learning opportunities.
Yes, transcripts are available for the video instruction on How to Bulk Send Sales Documents for Signing with Team Templates. These transcripts allow users to easily follow along with the content, even if they prefer reading or require additional support. By providing transcripts, airSlate ensures that all users have equal access to the valuable information provided in the video instructions.
The video instructions on How to Bulk Send Sales Documents for Signing with Team Templates are approximately 40 seconds to 1 minute in length. These concise yet informative videos deliver the necessary information efficiently, allowing users to quickly grasp the concepts and apply them to their own workflows. The brevity of the videos ensures that users can easily fit them into their busy schedules.
Yes, to fully benefit from the video guide on How to Bulk Send Sales Documents for Signing with Team Templates, you will need an airSlate account. This account allows you to access the features and functionalities showcased in the video instructions, empowering you to streamline your document sending process and enhance your team's efficiency. Creating an airSlate account is easy and free, ensuring you have everything you need to follow along with the video guide.
Yes, in addition to the video instructions, there is another comprehensive guide available on 'How to Bulk Send Sales Documents for Signing with Team Templates.' This guide provides a detailed step-by-step breakdown of the process, along with helpful tips and best practices. It complements the video instructions by offering a written resource that users can refer to at any time, ensuring they have multiple avenues for learning and implementing this valuable feature.
