One of the biggest challenges in remote work is signing contracts and documents.
It is no longer so simple to coordinate a place, date and time for the signature. For this reason, remote work resulted in an increase in the use of secure applications for signing contracts. They meet similar requirements as a certified firm.
What are the advantages of these applications?
They save time, are safe and allow you not to wait to close a contract (Making contracts from anywhere).
At Etixen we use and recommend Zoho Sign. Why?
Hybrid and remote work is becoming increasingly common, so it is important to have tools that allow you to manage the recruitment and selection process from start to finish. Let’s take an example, a marketing agency hires a new designer, but he can’t come close to signing the contract. We can imagine this case both in a multinational company and in a SME, since the hiring of employees outside the country of the company has grown. There are even organizations that do not have a physical office. The expenses and time lost in the post office can vary and delay the process. What to do to solve it?
A great option is to have templates previously designed in the tool with spaces for required fields: Date, full name and signature.
You will have to choose which people the platform will send the document, in what order and if you want to protect the document with an authentication code. In addition, you will be able to choose in how many days you want to send a signature reminder.
Then when we open the document with Zoho Sign we will include them as shown in the example:
Everything is ready to send! Sending contracts to your candidates is very simple. You can even automate the sending to make it even faster.
After overcoming the process of capturing leads and managing sales (which can be done through Zoho Campaigns and Zoho CRM), there comes a critical moment for the company: closing the deal and signing the contract. Continuing with the example, it has happened to the agency that new clients demand services that they did not hire, so they must have a secure record.
Uploading a file from the computer or using a template, it is possible to upload the contract and send it (In the same way as in the previous case).
Tips for sales:
By integrating Zoho Sign with Zoho CRM, your productivity increases without hesitation. Why? By loading the fields into your templates, they can be auto-filled with Zoho CRM customer data. In addition, you can save the documents signed in the opportunity.
Zoho Sign´s advantages
- The solution integrates with your other applications: You can send documents to be signed from Dropbox, Google Drive, Office 365 or Zoho WorkDrive. Also, you can sign documents directly from your email, such as Gmail, Outlook and Zoho Mail.
- Personalization: Zoho Sign allows you to define a deadline for the documents to be signed and define the order in which the signatures must be made. You can also configure notifications and reminders so that none of the interested parties overlook the document.
- Top-level security: Zoho Sign has bank-grade encryption to protect all your documents, and authentication codes that are sent directly to the recipients’ email. In addition, it allows auditing the entire signature process to ensure its legality.
Does your company have these cases or others? We can help you to set up the process in Zoho Sign. We are Zoho Advanced Partners and we have technical staff to provide support whenever it is needed.
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