How to Remove Paperwork from Your Sales Processes with Templates

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 - 1:02

The problem of excessive paperwork is front and center in the day-to-day operations of sales teams. Searching for and preparing the right documents, collecting and storing customer data ― all this forces sales teams to focus on paperwork instead of closing deals.

With signNow, sales teams manage to eliminate paper-based processes, save money, and reclaim working hours by signing, sending, and storing documents online.

Help your sales teams go paperless and streamline their most important processes with signNow. Forget about piles of paper documents with reusable templates for your contracts, agreements, and quotes. Let signNow help you focus more on clients rather than paperwork.

1:01 - 2:14

Here are a few insights on how to use signNow to optimize your processes and let you focus on strategic initiatives, not paperwork.

If you often collect signatures for similar documents, you don’t have to re-upload them over and over again. Instead, you can create templates for your most frequently used documents and simply generate a fresh copy whenever you need something signed.

Create a new template or document group template directly from the signNow dashboard. Click Upload and Create to upload a document from your device. Your document will be automatically saved to the Templates folder. Alternatively, you can select an existing signNow document and convert it into a template by clicking Make Template. In the new pop-up window, enter the template’s name and click Create Template. Your document is now saved to the Templates folder where you can access it anytime, send it for signature, or generate a shareable signing link.

If you’re using signNow as a team, you can also view your team’s templates in the Shared Templates folder. To share a template with your team, click Share with Team and select the team you’d like to share it with.

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 - 4:03

Want to become a certified eSignature expert? Click the link in the top right corner to take one of our free courses.

If you work with documents on a regular basis, click the link in the description to try signNow for a period of 7 days absolutely for free!