Every day, salespeople in businesses both large and small ask potential clients and customers to review contracts, sign documents, and send them back. There’s a lot of busywork on the backend though and manual sales practices can suck up tons of time and cause friction for leads.
But sales contracts are surprisingly easy to complete, sign, and store online. Here’s how to add eSignatures to your workflow:
Step 1. Upload your sales contract to Dropbox Sign
Log in to your Sign account. (Don't have a Sign account? You can create one in seconds.)
After signing in, it’s time to upload your document. You can drag your document into Dropbox Sign, choose Add File, or use any of our integrations to upload your sales agreement.
Step 2. Fill in signer information
After uploading your document, you can add signers, and assign a signer order if needed. Once this preliminary information is filled out, you’re ready to Prepare doc for signing.
Step 3. Format and send your sales contract
With the sales contract you imported pulled up, you can click any of the fields across the top of the page and drag them to where you want to place them in the document. Most of the fields have advanced features and some even let you add a validation type (email address, numbers only, etc.) to help guide signers and reduce errors.
Once you get your formatting just right, hit Next at the bottom of the page. On the Review and Send page, you’ll add a title, an optional message, and send your sales agreement out for signatures.
Step 4. Send your contract for signature
The signer will receive an email as soon as you send it out for signatures. To sign, they simply click the Review & Sign button in the email.
Here are a few different ways to create an electronic signature:
- Draw your signature on a touch screen using your finger or a stylus
- Upload a photo of your signature
- Type in your signature and customize from a selection of fonts
- Take a picture of your signature using your smartphone’s camera
Sign will automatically prompt each signer to complete all their required fields. Once you’ve filled out your portion of the sales contract, all you have to do is agree to one last legality measure and you’re all set.
Step 5. Access your signed digital sales agreements
To check the status, edit, or download a copy of your sales agreement, go to the Documents section of your Sign dashboard any time. You'll also have access to the time-stamped audit trail that is attached to every document signed with Sign.
Make all your business paperwork this simple
Sales contracts only scratch the surface when it comes to all the paperwork and processes you can streamline with oSign. Want to make closing a sale even more seamless with your workflows? Sign API empowers you to embed sales contract workflows right into your applications and processes. And you’ll even be able to use our white-labeling features to top off the seamless, on-brand signing experience.
