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RightSignature + PipelineDeals: Manage Sales And Signatures, Faster

By: Steve Stormoen / Thursday, April 17, 2014


For businesses and sales teams looking for Customer Relationship Management (CRM) Software that is ready to use with little or no setup, look no further than PipelineDeals. Instead of getting caught in the arms race of features with more complex CRM software, PipelineDeals focuses on the basics by identifying what a sales team needs to be effective, and designing that experience from the ground up. Demonstrating the simplicity and efficiency of its software, PipelineDeals offers an eye-catching promise: your team can be set up and managing leads and customers in as little as 8 minutes.

PipelineDeals is a blazing-fast platform to manage your contacts and opportunities, helping you convert your leads into revenue. And now, with the new PipelineDeals add-on for RightSignature, closing is easier than ever with the power of versatile, legally-binding electronic signatures. Here’s how it works:
  • One-Time Installation. Login to RightSignature and click the Account link, then select the Integrations tab. Choose PipelineDeals from our list of integrations and follow the simple instructions to install this add-on.
  • Documents: In RightSignature, navigate to the Send a Document screen. You will now see a PipelineDeals button in the “Choose a Document” section, which will allow you to select documents from your PipelineDeals account to send for an electronic signature.
  • Contacts: Also on the Send a Document screen, when indicating a signer or CC, begin typing the name of one of your PipelineDeals contacts. RightSignature will suggest your matching PipelineDeals contacts in a drop-down menu below, and automatically fill in the name and email address of your selected contact.
JP Werlin, Co-Founder of PipelineDeals, says,
PipelineDeals is the CRM for sales teams who value efficiency, visibility, and easy setup and deployment. Our users don’t like wasting time managing their leads, and they certainly don’t like wasting time hassling with signatures on paper contracts and documents. RightSignature—the easiest, fastest way to get documents signed online—revolutionizes the process of closing deals and provides a valuable new workflow improvement feature for our users. This shared set of common goals make RightSignature and PipelineDeals perfect integration partners.

The Financial Planning Association Brings RightSignature to Financial Advisers

By: Steve Stormoen / Monday, March 31, 2014


RightSignature, the easiest, fastest way to get documents signed online, has been selected as strategic partner by the Financial Planning Association® (FPA®), the largest membership organization for Certified Financial Planner™ (CFP®) professionals in the United States.

FPA is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. With its selection of RightSignature as a strategic partner, FPA will introduce the RightSignature online document signing solution to its membership.

RightSignature is an essential tool for the modern financial planner, perfect for obtaining client signatures on Advisory Applications, New Account Forms, tax forms, and more. RightSignature allows financial professionals to serve clients both near and far by replacing slow, expensive paper documents with efficient e-signatures.
If you are still pushing paper, waiting for client signatures, and messing with fax machines, you are wasting time and energy. RightSignature delivers on its promise of easy and efficient digital contract administration at a reasonable cost."
-- John Gay, CFP®
Frisco Financial Planning LLC
Frisco, TX


The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA/Logo and Financial Planning Association. The marks may not be used without written permission from the Financial Planning Association.

RightSignature + Webmerge Integration: Create and Send Custom Documents for Online Signing Automatically

By: Steve Stormoen / Tuesday, March 18, 2014


Webmerge is the document automation service designed for the integrated web. Acting as the routing station for your business documents, Webmerge pulls your data from anywhere, including your CRM or spreadsheets, and automatically merges it into stylish customizable templates for invoices, contracts, and more.

Webmerge sets itself apart by teaming up with your favorite online software to deliver your documents wherever they need to go. Front and center is the RightSignature + Webmerge integration, which lets you send your documents for your contacts to sign online with fast, easy electronic signatures.

To get started, just follow these simple steps:
  1. Create a Webmerge account.
  2. Use Webmerge’s document builder to create a new template. Or, upload your own template design in HTML, PDF, or Microsoft Word format, and specify your merge fields.
  3. Click the Delivery tab in Webmerge and click the “+ New Delivery” button. Then, click the RightSignature icon and click the “Login to RightSignature” button. Enter your RightSignature login credentials to connect your RightSignature account to your Webmerge account. Then, select the Webmerge fields that correspond to your signer’s name and email address and add a subject to your document. You can also add additional signers or turn on sequential signing. When you are finished, click Save Delivery.
  4. Click the Merge tab in Webmerge to pull in data from your CRM or other system, or upload a spreadsheet. You can also enter your data manually. Webmerge instantly and automatically creates a new customized document by merging your data into the template of your choice, then automatically sends it to your signer with RightSignature.
Your signer receives an email with a link to sign your new document with a legally binding electronic signature. As soon as they are finished, the signed document is instantly and automatically returned to you.

With the RightSignature + Webmerge integration, a beautiful new proposal or customized contract is just minutes away from the hands of your client or customer, saving you unnecessary work and retyping. Webmerge’s integrated delivery system saves you time and let you get deals done faster by automating the creation of your document as well as the document’s delivery in a single simple workflow.

Jeremy Clarke, Founder at Webmerge, says:
RightSignature is the fastest, easiest way to get documents signed online, and an important integration for Webmerge. Webmerge is designed to create stylish, well-designed custom documents and send them in a single step, and to do so, we knew we needed to team up with RightSignature. The end result is an integration that lets our users turn their loose data into a finished proposal or contract that’s delivered to a client for signature in minutes."

How Accountants are Prospering with RightSignature Online Document Signing

By: Steve Stormoen / Friday, February 28, 2014


With exciting new accounting software platforms revolutionizing the industry and strong projected growth into the next decade, accounting is a competitive, high-value field where a small advantage can go a long way. Increasingly, accounting firms are adopting RightSignature easy online document signing to streamline their workflows, impress existing clients, and attract new ones.

Engagement Letters, Authorizations, and More

Accountants are no strangers to paperwork. Between engagement letters, authorizations to tax authorities, and audit confirmations, accounting professionals need a multitude of critical documents signed to serve each client. That translates to dozens of pages of messy paper to print, fax, and ship, then scan and file when it’s all over.

We talked to innovative accountant Lior Zehtser of ConnectCPA about how his firm uses RightSignature to get a leg up on the competition. The first thing he explained was how RightSignature saves his firm valuable time and expense, compared to paper:
RightSignature is the perfect tool for us. Before, our photocopiers and printers were always running. A single client could need up to 4 or 5 different signed documents just to get started. With RightSignature, we are able to cut that down to one simple, online signature request, and we don’t have to print a single page.

We love the RightSignature dashboard, too. It lets us see which signature requests are still pending, and we get notified as soon as a document is signed. The dashboard makes it so there’s no extra work for us to do – it keeps track of everything and our documents are sorted automatically, so we can pull them up again afterwards without digging through a filing cabinet."

Serve Clients Anywhere in the World… and Impress Them All

RightSignature does more than just eliminate paper hassles – it transforms the types of clients you can work with. Accountants consistently report that RightSignature has transformed their entire practices, beginning with the geographical range of clients they’re able to serve.

“We do a lot of business all over the US, and we have a growing number of international clients,” said Steve Moss of the accounting firm Holden Moss. “We needed a way to be able to send documents, get them digitally signed, and returned to us in a way that would be really easy and quick.”

Zehtser also explained how RightSignature has revolutionized ConnectCPA’s ability to serve remote clients:
RightSignature has broken down the geographical barriers for us. In the past, if we took on a client who lived out of town, we had to get them to come into our office to sign documents, or put up with the print-scan-fax nightmare. But RightSignature really created a wow factor for our firm. It’s the icing on the cake. Our clients don’t have to come to us physically to sign documents, and they don’t have to get back to their office to sign something either. Everyone has a smartphone these days, or a tablet, we can get documents signed when our client is at the grocery store.

RightSignature impresses our clients, and with the audit log and clean design, it not only features airtight security, it feels secure. From our standpoint, it means our clients are happier, which makes us happy. It means they’re more likely to refer us to their friends, which generates more business for us, and now our clients can come from anywhere. We can also market ourselves more online, knowing we can serve any client we reach."

Beyond Accounting: Building Better Businesses

RightSignature has saved both of these firms so much time that they’re even able to expand the range of services they offer their clients. Holden Moss has differentiated themselves from their competition by offering business coaching alongside their accounting services, helping their small business customers learn how to grow and thrive.

ConnectCPA also decided to offer a unique service to their customers, supplying tech consulting for small businesses with needs like inventory management. Zehtser said:
Since we’ve added it to our services, most clients come to us for tech solutions as well as accounting solutions. This is a game-changer – we’re seeing a trend in the market now where every one of our customers could do business better with some form of online software. They could use DEAR Systems for inventory management, or RightSignature to get documents signed online. We went ahead and priced that work into our accounting fees, so our clients don’t need to hire a third party developer to implement a technology solution for their accounting.

A large part of our workday is learning Xero, Quickbooks Online, and Freshbooks, and all the competitors, because you never know what your client is going to be using. From there, we keep tabs on the API add-ons and integration ecosystems for each service, because oftentimes it’s not just one service that will solve a client’s problem – it’s a couple systems working together intelligently. Any day we can help a client set up the RightSignature + Xero integration to help them get estimates signed online is a good day for us."
Between streamlining your onboarding process, enabling you to serve clients near and far, and bringing technological innovation to your clients, RightSignature provides a competitive advantage in the fast-evolving accounting market. If you’d like to implement RightSignature online document signing in your practice, sign up for a free trial today or schedule a demo to see RightSignature in action.

RightSignature + Checkfront Integration: Online Bookings with Electronic Signatures

By: Steve Stormoen / Tuesday, February 25, 2014


Checkfront is the smart online booking system for businesses offering tours, activities, rentals, and more. Let your customers browse and book your services seamlessly through your own website, complete with online booking, payment processing, and automated billing. Checkfront even helps your business get smarter with robust customer data management and tracking tools.

Now RightSignature and Checkfront provide a new feature to impress your customers and get business done easier and faster, with stronger legal defensibility. When it’s time for your customers to check-out, the new RightSignature + Checkfront integration lets you obtain a legally binding electronic signature on your important confirmation and booking documents.

Add RightSignature online document signing to your Checkfront booking confirmation

When your customer books a service through Checkfront, the new RightSignature + Checkfront integration adds online document signing to your booking transaction. Include a terms of service agreement, liability waiver, credit card authorization, or any other important contractual document. During checkout, your customer will be directed to sign the document with a seamless one-click integration.

When your customer books an item on your website, to confirm the order they will be presented with a Booking Invoice like the screen below. If the RightSignature + Checkfront integration is installed, there will be a link at the bottom of the invoice prompting your signer to "Open RightSignature Document".


After your signer clicks that link, a RightSignature document built from the Template of your choice will open in a new window. If you've set up Merge Fields for that Template, the customer's order information will also be pre-filled on that document.

Customize and pre-fill your RightSignature documents with Checkfront order information

Using RightSignature's powerful Merge Fields feature, the RightSignature + Checkfront integration can automatically fill in your customer and order information to generate custom agreement and authorization documents instantly for every booking.

You can include your customer’s name and address, as well the details, price, and date of the order. The RightSignature + Checkfront integration pulls the data from your Checkfront transaction and merges it onto your RightSignature document, so you don’t have to lift a finger.

How it Works

To use the RightSignature + Checkfront integration, you need to have an account with both RightSignature and Checkfront. To activate the integration, follow these quick steps.
  1. Login to Checkfront and go to the Manage menu, then click “Add-Ons” and search for RightSignature. Next, click Activate and follow the authentication instructions to link your RightSignature and Checkfront accounts.
  2. Login to RightSignature and create a Reusable Template using the document you want to add to your Checkfront checkout. For help creating a Reusable Template and using Merge Fields, please see our Merge Fields video for a full tutorial.
  3. If you want to pre-fill your document with your customer and order information, place a Merge Field for each field. You must name your merge fields exactly using the following format, to ensure the correct data is sent from Checkfront to RightSignature:
Customer/Order InfoMerge Field Name
Booking order numbercode
Details of bookingsummary
Booking totaltotal
Descriptive date of bookingdate_desc
Full name of customercustomer_name
Customer street addresscustomer_address
Customer citycustomer_city
Customer countrycustomer_country
Customer state / provincecustomer_region

RightSignature and Checkfront: the best tools for the job

We're pleased to introduce the new RightSignature + Checkfront integration, an excellent demonstration of the possibilities of RightSignature's powerful REST-based e-signature API. The new integration makes life easier for you and your customers, connecting online software platforms to create a sum even greater than its parts.

Jason Morehouse, CTO at Checkfront, says
Checkfront is the smart business solution for online booking, and RightSignature is the easiest, fastest way to get documents signed online. Our companies both share a dedication to create the best designed, most professional tools for businesses of every size, and this integration is a natural fit. RightSignature’s API was a dream to develop on, and we’re proud that the end result provides such clear value for our users."

Get Your Employee Handbook Acknowledgement Form Signed Online

By: Steve Stormoen / Friday, January 31, 2014

You need all your team members to sign an Employee Handbook Acknowledgement Form, for legal compliance and risk mitigation, and also to be certain employees are fully aware of company policies.

Traditional paper employee handbooks are too expensive, too wasteful, and too inefficient. Take the printing cost for a modest 20-page handbook, then multiply that by every employee at your company. The costs get outrageous quickly—and you’ll have to pay it again and again each time you update any company policy, even though all you need is that signed Employee Handbook Acknowledgement Form. If your business employs a remote workforce or has several locations, you can add shipping expenses and weeks of delays to that fiasco.

So how can you turn this stone-age expense into an efficient, 21st century HR process? Easy: get your Employee Handbook Acknowledgment Forms signed online with RightSignature electronic signature software.

Employee Handbook Acknowledgement Form – Click for Full Template

Employee Handbook Software and Electronic Signature Software

Obtaining employees’ approval on a handbook doesn’t have to be a pain. Also known as a company handbook or employee manual, an employee handbook contains important information about company policies on employment status, nondiscrimination, trade secrets, termination, and other subjects on which you and your employees must have a signed agreement. The solution, then, is to produce a small business employee handbook that can be sent and signed as a digital document, quickly and inexpensively. To that end, we’ve provided the free Employee Handbook Acknowledgement Form template, above, to help you get the process started.

Photo credit: cc Dick Thomas JohnsonToday’s successful businesses embrace the latest software to streamline processes and get things done, and electronic signature software is the newest frontier. Just as email made casual office communication faster, cheaper, and easier, electronic signature software transforms the collection of signed documents. Electronic signature documents can be sent and signed anywhere in the world in hours or even minutes, with even greater security and legal assurance than traditional “pen-and-paper” signatures. For your business, that means obtaining signatures on employee handbooks or any other legal document painlessly – and entirely online.

How to Use Your Free Employee Handbook Template

How do you use electronic signature software for to collect signed Employee Handbook Acknowledgements? Just follow these simple steps:
  1. Click on the Employee Handbook Acknowledgement Form preview above to access our free employee handbook template, powered by RightSignature. This is the same easy, intuitive signing process your signers will see if you use RightSignature to distribute your form and collect signatures, so you may want to try signing this sample template yourself to get a feel for it.
  2. Click the “Download PDF” button on the right-hand side of the page, then edit the downloaded template to add your company’s name and relevant details.
  3. Sign up for a free trial of RightSignature. Then, login to your new account and click “Send a Document” to send a single signature request, or setup your Handbook Acknowledgement as a RightSignature Online Form for amazingly easy mass distribution (you can generate a link to the form, or even embed the form in your website).
  4. Watch our short instructional video and follow the directions to set up and send your own company handbook using your brand new electronic signature software as top-notch employee handbook software.
That’s it! Your signer will receive an email with a link to sign your Employee Handbook Acknowledgment Form, using the same user-friendly RightSignature signing software you’ve already seen. RightSignature electronic signature software is also employee handbook distribution software, speeding up the collection of required acknowledgements and saving your business time and money.

Disclaimer: This article was not written by an attorney and does not constitute legal advice. If you have any questions about the legality of your employee handbook acknowledgement form, please consult an attorney.

New Feature: Request Attachments Lets Signers Upload Files During Signing

By: Steve Stormoen / Wednesday, January 29, 2014

We’re excited to announce a long-requested feature that greatly expands RightSignature’s capability to streamline your business processes. Request Attachments enables you to prompt your signers to upload files, documents, and images during the signing process.


Here are just a few of the many valuable uses for this powerful feature:
  • New hires can upload a photo of a driver’s license or passport while signing an employment verification form.
  • Employees can upload an image of a voided check while completing a Direct Deposit registration form.
  • Applicants can upload a PDF of their prior year tax return while completing a financial application form.
Now RightSignature enables your signers to return these important attachments to you with the same speed and ease that you’ve come to expect from our award-winning electronic signature software.

How it Works:

You can add an attachment request on the Document Overlay screen while preparing to send any one-off document for e-signature, or while creating a Reusable Template or Online Form. Using the toolbox on the Document Overlay screen, simply drag and drop an Attachment component onto the document—just like you would place a Text Field or Signature Box.


You can also include signer help text to give your signer instructions on which file to attach. If you need to collect more than one attachment, simply place additional Attachment components on your document. Next, finish and send your document as normal.

When your signer receives and opens the document, the component will appear as a button reading “Attach File”.


After clicking the button, your signer is directed to choose and upload the requested file. (Signers may upload PDF, DOC, DOCX, XLS, JPEG, PNG, or GIF files.)


When the signer completes all fields, signs, and submits the document, a link to download the attachment is included in the email informing each party that the document is completed. In addition, each attachment is provided as a separate download on the Document Details page, accessible from your RightSignature dashboard.

RightSignature Makes Business Easier

Request Attachments makes its way to RightSignature by popular demand, and we’re excited to release another feature to make RightSignature more powerful and more versatile, while maintaining our elegant, intuitive user experience. Request Attachments removes the last analog component from many common signature requests, making life easier on both you and your document signers.

If you’re new to RightSignature, start a free trial or schedule a demo today. Our friendly support team is happy to help you utilize our new Request Attachment feature, and all our acclaimed features, to transition all your paper-based processes to a streamlined RightSignature workflow.

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