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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.
0:14 - 1:00
Are delayed payments affecting your sales cycles? Delight your customers with fast and secure payments online right after signing documents.
Allowing clients to pay online quickly eliminates delays and the risk of non-payment. Making payment collection part of your sales workflows rather than a separate process helps to increase customer loyalty and engagement.
Don’t put off taking payments! signNow makes it easy for customers to pay for your services from anywhere. Automatically accept payments right after generating quotes, negotiating prices, and signing contracts without having to switch between accounts.
1:01 - 2:16
Here are a few insights on how to use signNow to optimize your processes and let you focus on strategic initiatives, not paperwork.
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.
2:17 - 3:42
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.
3:43 - 4:04
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 airSate Academy! In this guide, we will show you how to streamline your sales processes by eliminating cumbersome paperwork using our innovative Team Templates.
Are endless stacks of papers cluttering up your office? Do you find yourself wasting valuable time searching for important documents? Say goodbye to these inefficiencies and hello to increased productivity and organization.
With airSate's Team Templates, you can revolutionize your sales processes. Our user-friendly platform allows you to create custom templates for your entire team to follow, ensuring consistency and uniformity in all sales-related paperwork.
Gone are the days of manually filling out forms or hunting down misplaced documents. Team Templates simplifies the entire process, providing you with a centralized hub for all your sales-related templates. Whether it's a sales order form, contract, or proposal, our platform has you covered.
But it doesn't stop there. By using Team Templates, you can also take advantage of our advanced automation features. Pre-filled fields, automatic calculations, and even signature requests are just a few clicks away. This means less time spent on paperwork and more time focused on closing deals and exceeding sales targets.
Our intuitive interface ensures a seamless transition for your team. With just a few minutes of training, they will be well-equipped to utilize the full potential of Team Templates. No more time wasted on deciphering complicated processes or misinterpreting instructions.
Furthermore, embracing our solution means enhanced collaboration. Team members can easily share and collaborate on templates, making it effortless to gather feedback, make revisions, and keep everyone on the same page.
At airSate Academy, we understand the importance of search engine optimization (SEO). Therefore, we have ensured that our Team Templates are designed with the best SEO practices in mind. This will not only improve your online visibility but also attract potential clients who value streamlined processes and technology-driven solutions.
So, if you're ready to eliminate paperwork from your sales processes and unleash the full potential of your team, airSate's Team Templates is the way to go. Say goodbye to paperwork-induced headaches and hello to a more efficient and successful sales operation. Join us at airSate Academy today and transform the way you do business!
To access the video instructions on How to Remove Paperwork from Your Sales Processes with Team Templates, simply visit the airSlate Academy website. There, you can navigate to the page specifically dedicated to this topic. The video provides a step-by-step walkthrough, showcasing how to optimize your sales processes with the help of team templates.
Yes, there is a transcript available for the video instruction on How to Remove Paperwork from Your Sales Processes with Team Templates. The transcript can be found alongside the video on the airSlate Academy website. This allows you to follow along with the video while also having a written copy of the instructions for reference.
The video instructions on How to Remove Paperwork from Your Sales Processes with Team Templates typically range from 40 seconds to 1 minute in length. In this short amount of time, you will gain valuable insights on how to streamline your sales processes and eliminate unnecessary paperwork, leading to increased efficiency and productivity.
No, you do not need an airSlate account to follow along with the video guide on How to Remove Paperwork from Your Sales Processes with Team Templates. The video instructions are available for free access on the airSlate Academy website to ensure that everyone can benefit from the knowledge shared. However, having an airSlate account would allow you to further explore and utilize the features discussed in the video.
Yes, there are additional guides available on how to remove paperwork from your sales processes with team templates. The airSlate Academy offers a variety of courses and resources to help you optimize your workflows. These guides provide comprehensive instructions, tips, and best practices to effectively implement team templates and reduce paperwork in your sales processes. Simply visit the airSlate Academy website to explore these valuable resources.
