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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Get Contracts Signed with SignRequest

Posted by Emily Morgan on Feb 14, 2019 1:41:42 PM
Emily Morgan

The Problem

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.

The 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!

Get the Solutions You Need Now! CLICK HERE

The Result

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!!

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Topics: strategic support team, Productivity, small business, remote support, For Entrepreneurs, Entrepreneurs, asana, task management, Google Docs, remote support options, delegate tasks, delegation process, small business owner, contract management, SignRequest

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