Customer-oriented businesses understand that true customer satisfaction goes far beyond just offering affordable prices. It extends to key moments like the final contract signing.
Pipeline CRM’s innovative eSignature and Instant Docs features directly address this need by streamlining contract management. Forget the time-consuming process of manually generating and sending contracts using eSign apps like Docusign or Adobe Acrobat. Now, you can create ready-to-send contracts and effortlessly track their progress all from Pipeline CRM.
Why Does Using External eSignature Software Hinder Business Growth?
It can be for two reasons.
For industries heavily reliant on contractual agreements, such as construction, logistics, and manufacturing, the deal isn’t sealed until the contract is signed. And in these moments, you want to maintain momentum while the opportunity is “hot.” However, inefficient contract creation and signing processes often hampered this deal-closing step.
It’s a no-brainer that manually creating contracts or proposals by copy-pasting data from your CRM is time-consuming. Furthermore, importing those documents into an external eSignature tool like Docusign slows down the process even more.
This disjointed approach not only wastes valuable time but also demands additional costs, namely through the eSign tool subscription. It can also increase the risk of human error during the manual data transfer—potentially jeopardizing the entire agreement.
Next comes the uncertainty of whether your prospect received the contract. Relying on standard email for sending contracts leaves you in the dark about whether the customer has even opened or signed the document until they send it back to you.
To overcome these obstacles, Pipeline CRM centralizes your entire contract management process with its integrated Instant Docs and eSignature features, effectively eliminating unnecessary friction and accelerating your deal closures.
eSignature Software vs. Pipeline CRM’s eSignature Contract Management
Beyond the time saved, transitioning from traditional methods to Pipeline CRM’s contract management solution offers other significant advantages.
- Eliminate data errors with auto-fill precision
A single error in the signed contract can have serious financial repercussions for your business. Pipeline CRM mitigates this risk by automatically populating contracts with accurate data pulled directly from your Companies, Deals, and People databases. This ensures information accuracy and upholds your brand’s professional image.
- Leaner sales workflows
Eliminate the complexity of juggling a CRM with third-party signature applications like Adobe Reader, PandaDoc, and Docusign for collecting client signatures. Pipeline CRM streamlines your entire sales process by integrating all essential activities within a single, unified platform.
- Centralized sales data
Avoid the tedious task of manually saving signed contract files when using external eSign applications. Pipeline CRM’s integrated contract management automatically organizes and stores these documents securely within the platform, making them readily accessible whenever you need them.
- Customizable and ready-to-use templates
If you already have proposal and contract templates, you can easily save them to Pipeline CRM. If you don’t know where to start or are looking for inspiration, check out our default templates. You can fully customize them to fit your needs by adjusting the content, fonts, colors, logos, and more to ensure brand consistency and create tailored agreements.
How Pipeline CRM eSignature and Instant Docs Solutions Work
Beyond managing contracts, Pipeline CRM’s Instant Docs and eSignature features also cover the creation of invoices and proposals. This comprehensive functionality streamlines your document workflow, from initial proposal generation all the way through to securing a signed contract with an eSignature request.
Let’s start from the very beginning: preparing your proposal templates.
Step 1: Customize Sample Templates or Build Your Own
- Upload your existing document templates directly into Pipeline CRM or take advantage of the readily available sample templates.
- Personalize the documents by adding new content, tweak the formatting and brand colors, and add your company’s logo.
Step 2: Connect the Data Points
- Map the template with the right data points. The template system uses dynamic placeholders designed to automatically pull relevant information directly from your CRM database.
- Leverage the integrated preview tool to confirm that all necessary data points are correctly mapped.
- Once done, your templates are ready to be used.
Step 3: Send a PDF Proposal with Instant Docs
- Go to Instant Docs and select the proposal template you prepared.
- The system automatically populates the relevant prospect data, filling in the missing information on the proposal document.
- This dynamically generated PDF proposal is now ready to be sent.
Step 4: Request an eSign
- Once your prospect agrees with the proposal, it’s time to seal the deal by sending a contract. Go to Instant Docs, find the corresponding accepted proposal/deal, and click the ‘Request eSign’ button.
- Refine the signing process by:
- specifying which member of your team needs to sign the document (e.g., sales manager, director of sales, etc.).
- determine the signing order (whether your company signs first or the client).
- Finalize the setup by dragging and dropping the signature fields to the desired locations within the document.
Step 5: Monitor the Document Status
- Check the document status to see whether the prospect has viewed or signed the contract. This provides a clear audit trail and facilitates efficient deal management.
Want to see Pipeline CRM’s Instant Docs and eSignature features in action? Watch this demo video to learn more about how these powerful tools can streamline your sales process.
Supercharge Your Deal Closing Process with Pipeline CRM
Relying on external eSignature applications can fragment your sales workflow and often lead to confusion for prospects. In contrast, Pipeline CRM offers built-in eSignature and Instant Docs features seamlessly integrated with instant document generation, creating a faster and smoother sales process from proposal to signed agreement.
Experience the efficiency firsthand. Sign up to Pipeline CRM today and get a 14-day free trial!
