The Problem
Our client, a busy engineering firm, needed to streamline the client experience for contracts/payments, instead of using a clunky system of contract signing and unattached third-party payments.
The Solution
After researching several different contract/payment options, our team found DocuSign Payments. DocuSign has long been an industry standard for contracts, offering customizable and secure online contract options with free or paid business plans. DocuSign now offers a payment option, which streamlines the client experience and allows the contract to be signed and payment to be collected in one simple step.
The Result
Our client is now able to send contracts with an attached payment option to clients electronically and clients are able to sign and pay in one simple step.
How We Helped
Once we identified Docusign Payments as the most logical solution, our team completed the back-end setup of Docusign Payments, tying the client’s existing Docusign business plan with their preferred third-party payment option. We then tested the process to make sure it worked as it should, and Voila! Professional, clean contracts and payments in one easy step!
Technology Utilized
