Using an eSignature is a great way to shorten the sales cycle and increase your conversion rates. It can also help you to efficiently manage "space release selling" with autonomy over the contract expiration date. Here is how to use it:
1. Upload Contract in PDF format
Upload your contract in PDF format from the Quick edit. Note that if your document is in a different format, you would need to convert it to a PDF file.
2. Add eSignature
Once you have uploaded the PDF contract, you will have the option to add an E-signature to it from the Quick edit tab.
The default setting is 1 signature, with the expiration date being set in 2 weeks. If necessary, you can adjust that to two signatures, and a longer or shorter validity period.
Signing the contract
Your recipient will then be able to sign the contract directly from the email, without the need to print and scan it.
You will be able to see whether the recipient has opened and clicked the contract from your Emails tab, where you can also see at a glance your conversions as well.