5 Best Practices for Using eSignature Software

Considering switching to eSignature software? Not only will it save you time and hassle, the process is easier than you think. Here are five best practices for making the most of your paperless signing process. We promise you won’t miss the drudgery of hard copy paperwork.

  • Use templates.
    You don’t need to recreate the wheel every time you need a signature. If you have a form that you frequently need filled out, create a template that you can use again and again.
  • Keep everything in one place.
    No more clicking endlessly through emails, and no more crowding your computer desktop with icons. Save yourself the headache and save all your documents to InsureSign’s secure cloud server—you can retrieve them easily at any time.
  • Schedule auto-reminders.
    Chasing down errant signatures or late contracts gets old. InsureSign has an auto-remind feature that eliminates the need to go knocking on proverbial doors, saving you time and awkward follow-up emails.
  • Add branding to your eSign interface.
    Reinforce your company’s brand by incorporating your own logos and branding with your eSignature Software interface. Every time your customers access a document, they’ll be reminded who they’re working with… and how easy it is to do business with you digitally.
  • Keep your customers in the know.
    Get your documents back faster! Your customers might not be aware that they can sign your documents from a tablet, cell phone or another mobile device, so be sure to inform them about all the available ways to eSign… including via text message with InsureSign when they’re on the go.

InsureSign offers all of these features and more, simplifying the business of paperwork and streamlining your daily routine. Feel like you might need some help getting started? There’s always someone standing by to talk you through the process or answer questions! InsureSign provides hands-on training for new customers, not to mention dedicated customer service representatives.

Start your free trial today: https://insuresign.com/trial_signup.