Our client, a busy small-business owner, needed to find a solution for contract management. His contracts historically consisted of google docs that he would send to clients, and he had no real process for organization. He felt unorganized and clunky, and he needed change! Our mission was to find a contract management solution.
After researching many contract management solutions, we settled on SignRequest. SignRequest is a sophisticated, yet highly user-friendly contract management tool that integrates with most CRM platforms and can easily be integrated with client websites, etc. There are free and paid version to suit all needs. For just $7/month, the professional version includes unlimited contracts! SignRequest has a ton of additional features, and has video tutorials to help even the least tech-savvy user!
Now our client is able to send contracts to be signed electronically. What our client appreciates most is the ability to see the status of all of his contracts in one place on his dashboard, giving him the peace of mind of feeling organized and no longer wondering about the status of his contracts. He particularly appreciates the text notification feature that lets him know when contracts have been signed and returned!
How We Helped
Once we determined that SignRequest was going to be our solution, we got to work setting up our client’s account. We uploaded his company logo to add to his contracts for a clean, customized look and set up templates using our clients contract verbiage. When taking on a new client, we set up the contract according to each client’s specifications and send to the client. We can easily track all contracts and simply LOVE the user interface! SignRequest for the win!!