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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!

Use Docusign Payments to Streamline Client Contract/Payment Experience

Posted by Emily Morgan on Jun 4, 2018 10:49:38 AM
Emily Morgan

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.

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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

DocuSign

 

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Topics: Contacts, payments, Docusign, Entrepreneurs, For Entrepreneurs, small business, business owner

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