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3 Ways Your Business Can Use RightSignature + Stripe to Collect Payments

By: Steve Stormoen / Thursday, May 11, 2017

Have you ever needed to collect a payment or capture credit card information from your customers using a credit card authorization form, deposit agreement, or other signed document? Did you know you can accomplish both processes in one easy step using RightSignature?

One of our most powerful forms is also one of our most often overlooked. Thanks to our integration with Stripe, the RightSignature Collect Payments feature allows your business to process payments from any credit card easily and securely. Your customers simply fill out your document as normal, then input their credit card information just like any other field on your document. Unlike collecting this same data using a normal text field, your customer’s payment information is tunneled securely into the payment processing service Stripe, aiding in ease, security, and PCI compliance.

When should you use Collect Payments? Here are three useful scenarios.

1: Send a credit card authorization form and charge your customers in one step

Inside sales is a fast-paced, high-contact field in which a small team can reach a lot of leads around the country very quickly. However, in order to finish off a sale using a credit card, many teams require a signed credit card authorization form to approve the payment. Gathering that information can often introduce friction at a crucial moment in the sales pipeline, and if the process drags on, it could lead to cold feet.

For this reason, sales teams love RightSignature with the Collect Payments feature enabled. Not only does RightSignature integrate with many CRM tools to help you capture a signed, legally binding credit card authorization form in minutes, but as soon as the document is signed, the document signer’s card is charged using Stripe. It’s a perfect way to shave unnecessary hours and steps off your sales process so your team can move on to making more money.

2: Set up a recurring payment on your rental agreement

Do you run a property management company? Or perhaps another kind of rental-based business? You can use RightSignature to get your rental agreement template signed in minutes, plus set up a recurring transaction to auto-charge your new tenant in one step.

Simply set up your rental agreement in RightSignature using the Collect Payments feature, then edit your payment field to collect your signer’s card information. Next, login to Stripe and set up a recurring payment, and you’re all set! In just a few minutes you’ve taken care of all your most frustrating paperwork, and made life easier for your renter by automating the payment process as well!

3: Collect a deposit on your waiting list agreement

RightSignature customer Turtle Rock Elementary School is one of the most acclaimed centers for early childhood education in Orange County, California. Chief among their innovations is a cutting-edge view of technology to simplify complicated and difficult processes. So when school owner Maajed Abuhusayn found himself buried in hundreds of paper applications to the school’s waiting list, he knew he had to make a change, and that’s how he found RightSignature. Said Abuhusayn,
“We have 250 families on our waiting list, and [before RightSignature] each one would complete the waiting list form and pay our fee in a different way. One family would hand in a paper form with a check attached, another would write down a credit card number, and we had to file the paperwork and process payments in 2 or 3 different sources, then reconcile everything in our records once the payment cleared.
RightSignature and Collect Payments simplifies everything into one form, and the payment processing is done for us in real time. It’s simple and helpful for parents, because they get confirmation that they’ve been added to the waiting list as soon as it happens.”
These are just three examples of how Collect Payments from RightSignature is an indispensable tool for businesses, simplifying complicated workflows down to a quick, almost automatic process. How does your business use this exciting feature? Let us know on Twitter and join the conversation!

The True Cost of Paper

By: Steve Stormoen / Tuesday, May 2, 2017

How much does using paper cost your company every year? It sounds like it should be an easy item to calculate: add up the number of reams your company bought and you’re all set. According to one source, the average office worker uses about 10,000 sheets of paper per year, and U.S. businesses collectively spend over $120 billion on paper forms per year, most of which have to be replaced every year anyway.

Look deeper, though, and the true cost of paper is even more shocking. In business, every decision has an opportunity cost. What is the cost of paper compared to the alternatives? By understanding the hidden costs of paper, we can learn what can be gained from going paperless.

Paper takes up a lot of space

If you’re in the office right now, go ahead and find the nearest file cabinet and say hello. Chances are, it’s bulky and beige and probably not very attractive. It’s also not cheap. Each four-drawer file cabinet in your office takes up about nine square feet of space in your office, which means on average it costs about $1500 each year in rent alone. If your office is in a particularly expensive area, that number can go way, way up.

If it ever feels like you spend too much of your time in the office chasing down paper, it’s probably because you do: according to a study, a typical employee spends 30-40 percent of their time looking for information. Additionally, a misfiled document costs $125, and for every twelve filing cabinets, your business will require another new employee just to maintain them.

Paper is fragile and easy to lose

The worst case scenario with paper is losing an important document entirely. Unfortunately, it’s also outrageously common: on average, large organizations lose a document every twelve seconds. Each time, you can expect your business to lose between $350 and $700.

Since paper is so costly to replace, it would sure be nice if it wasn’t susceptible to just about every natural disaster imaginable. Instead, your paper records are completely ruined in the case of a fire or flood. The Paperless Project estimates that 70 percent of today’s businesses would fail within three weeks if they experienced a catastrophic loss of their paper documents to fire or flood.

Paper is slow, and it affects too much

If you don’t remember office work before the advent of email, have a chat with someone who does. Otherwise, Bill Du Val, a lawyer from Portland, Oregon, has you covered. “The difference between the 1990s and today is that things move more quickly, the primary advantage being the ability to attach documents,” says Du Val. He added, “Fax machines suck, have always sucked, and will always suck.”

Consider how quickly your work moves today, then imagine what would happen if every single correspondence you needed for work took seven to ten days to deliver by postal mail. Now imagine that speed gain reflected in every aspect of your business that still uses paper. If you’re still mailing contract and documents to sign by hand, there’s a faster way to work.

Paper usage is a leading contributor to environmental concerns

18 million acres of forest are lost each year to our growing paper consumption, which contributes 12-17 percent of annual greenhouse gas emissions. Meanwhile, discarded paper contributes about 35 percent of all solid waste in U.S. landfills. If your business feels like you’re doing your part to reduce that burden, it’s still likely not enough: the U.S. has less than five percent of the world’s population, yet consumes over 30 percent of the world’s paper.

Paper is the way of the past for any world citizen, and especially any savvy business. Instead, the future is in paperless solutions. Have you calculated the true cost of paper for your business? If so, let us know on Twitter and join the conversation!

RightSignature for iOS Update: In-Person Signing for iPhone and iPad

By: Steve Stormoen / Thursday, April 27, 2017

With the new version of RightSignature finished and open for business, we decided to turn our attention to our mobile apps to help bring the innovations and advancements of our cutting edge e-signature software to your smartphones and tablets. Recently we launched a major update for our iPhone and iPad apps, with a similar update for our Android app to follow very soon.

The biggest difference you’ll find in the new RightSignature app is a faster, smoother mobile experience, rebuilt from the ground up to match the look and feel of the new RightSignature. However, this new version also includes an exciting new feature: in-person signing. Let’s dive into this new feature and explore what RightSignature mobile apps can do to help your business succeed.

Faster, smoother, easier to use

As we discussed in our previous blog post on User Experience, the new version of RightSignature underwent a huge redesign with the intent to make RightSignature easier to use for you and your signers. That includes new features such as professional custom branding and a new menu flow to make it easier to set up and send documents.

The new RightSignature app for iPhone and iPad mirrors these advancements, with a slick, professional interface that makes it easier for you to do business from anywhere. Don’t worry, though — if your business still uses the previous version of RightSignature, the new app works with that too!

Also, with the opportunity to rebuild the app nearly from scratch, we’ve been able to add a number of performance improvements to make it run faster and more smoothly on your mobile device. That means all of the features you’ve come to expect from our mobile apps, including a full searchable review of your RightSignature dashboard and the ability to send document templates for signature from anywhere, are easier to use than ever.

In-Person Signing completes your mobile workflow

RightSignature is great for connecting you to your clients and coworkers from far away, but we can also help you do business in person. The new versions of our mobile apps contain a feature called In-Person Signing, previously only available on the iPad, which allows you to prepare a document on your mobile device, then hand it over to your signer to fill out and sign.

In-Person Signing is a great way to help you keep all your signed documents organized and accessible, even when you’re meeting clients face-to-face or working in the field. This new feature doesn’t just let you work from anywhere, it creates a fully mobile workflow to help your team get work done more quickly and efficiently in any situation.

Why go mobile?

Is your business taking advantage of all the tools available to you? One big benefit of RightSignature is the ability to use our e-signature software from anywhere, on any device. We aim to create our mobile apps to help your business succeed in any scenario, like this story Aria CEO Ryan Thompson told us about using his smartphone to get a contract signed in minutes while waiting for an airplane.

If you’d like to see what our mobile apps can do to help your business, download the free RightSignature app for iPhone and iPad from the Apple iTunes app store today.

RightSignature and the New ShareFile: Collaborate the Right Way

By: Steve Stormoen / Tuesday, April 25, 2017

While we’ve been focusing in this blog on the new version of RightSignature, our sister product ShareFile has released a big, exciting new version as well. A longtime leader in file sync and sharing for businesses, the new ShareFile adds collaboration tools and an upgraded dashboard to help your business become more productive, more flexible, and more secure. Even better, the new ShareFile teams up with RightSignature to add fast, easy electronic signatures to your business collaboration toolkit.

New web-based dashboard puts your work at your fingertips

One of the most exciting additions to the new ShareFile is an improved dashboard and interface that you’ll see every time you log into your account. Our team put your most frequently accessed files and workflows front and center so you can get to work right away.
  • Easily access your recently opened files
  • Do more in less time with a clean, straightforward dashboard
  • Get quick, step-by-step help with tutorials and support links available upon log-in

New feature: Feedback and Approval Workflows

Listening to your input, we realized that our customers use ShareFile for more than just sharing and syncing files — ShareFile is a tool for helping your business collaborate to get more done. With that in mind, we decided to create a simple, guided process that helps you accomplish a common workflow: the process of getting feedback and approval on a document.

Select any document in ShareFile and choose to get feedback and approval on that file. The new ShareFile takes you through a guided process that helps you get in-line feedback and comments quickly, with automatic notifications and effortless version control. And if you need to get your document signed as well, it’s easy to connect ShareFile to your RightSignature account for a fast, easy online signature.
  • Get feedback, request approvals, and e-signatures — all within the ShareFile web interface
  • Track feedback and approvals in real time, set due dates, and send automatic notifications
  • Eliminate the need to send documents via email and track for version control

New feature: Content Viewer

When you access ShareFile through your web browser, you can now view your files quickly without waiting for them to download or opening them in another program. The new ShareFile can now natively access and display over 60 different file types, from everyday work files like PDF files, Microsoft Word documents and spreadsheets, as well as many industry specific file types used for complicated tasks like architectural renderings. Of course, these files work with Feedback and Approval Workflows as well, allowing you to get more done without the need to leave ShareFile.

For RightSignature customers, that means it’s even easier to browse through your contracts to make sure you’ve selected the right one to send. It’s just one way we try to go the extra mile to help your business work as efficiently as possible.

Interested in learning more about the new ShareFile? You can try it for yourself for free today.

How Hernandez & Company CPAs Defeat Deadline Day with RightSignature

By: Steve Stormoen / Thursday, April 20, 2017

Talk to any tax accountant and a few dates on the calendar are likely to induce a panic — the biggest being April 15. Accounting is a field focused around deadlines, but unfortunately, your clients don’t share the same focus. When you have dozens of returns to finish, even one interruption, such as a client dallying on signing and returning an e-file authorization, can disrupt everything.

Because of this focus on deadlines, it’s no surprise that accountants put a premium on tools that can help them get time-consuming tasks completed quickly and easily. To solve the frustratingly inefficient process of getting documents signed, one accounting firm, Hernandez & Company CPAs, turned to RightSignature.

Danay Morales, Director of Operations at Hernandez & Company, told us all about how her firm uses e-signatures to save time and money in response to a recent survey.
"On our tax deadline we needed several documents signed by clients to authorize us to efile tax returns. Client was able to conveniently access and sign those authorization forms wherever they were. We received signed documents within minutes, allowing us to electronically file their tax returns in a timely manner. "
The survey, conducted in November of 2015 through third party survey service TechValidate, showed a strong pattern among accounting firms using RightSignature. Many respondents in accounting, like Danay, reported that using RightSignature made it easier for their firm to service remote clients, provide data security and compliance, and get time-sensitive documents signed promptly — necessities for any accountant staring down at deadline day. Check out Danay’s full response to the survey, below:

Customer Proof verified by TechValidate.

If you’d like to see how RightSignature can help your firm prepare for the next big deadline, you can try it for free today.

Citrix Loves RightSignature: The Comic Book Quandary

By: Steve Stormoen / Tuesday, March 14, 2017

We don't just make RightSignature because it's a great tool for your business, we made RightSignature because it's a tool we at Citrix need in our daily lives. Allow me to break the fourth wall and introduce myself: Hi, I’m Steve Stormoen, a writer/editor at Citrix and RightSignature, and the regular maintainer of this blog. Here’s a story from my own life in which RightSignature came to the rescue.

After working at RightSignature for almost five years, I’ve slowly started to view normal, garden variety PDF contracts with a healthy degree of suspicion. Nothing works the way it’s supposed to: it’s too difficult to fill out documents and too easy to leave important fields incomplete. I’m expected to include sensitive data like my credit card information, then send it unsecured through email. And maintaining records of all the documents I’ve signed and returned is much more difficult than it needs to be.

A couple years ago I started writing and self-publishing comic books. Among my main channels for sales and distribution are comics conventions, which sell vendor tables to artists and publishers. You may have heard of the massive San Diego Comic-Con, but there are smaller conventions every weekend all across the country. I try to attend at least a few every year — it’s a great excuse to take a weekend and travel, see some old friends, and build my audience.

Unfortunately, the application process for most conventions is downright painful. The event organizer emails you a blank PDF application — no further instructions. After suffering through it a couple times, I remembered, wait a minute! I have a world-class tool for this exact situation, right at my fingertips.

Now, whenever a convention organizer emails me an application PDF, I log straight into RightSignature. Using the “Sign a document yourself” option, I quickly set up and sign the application with the convention organizer listed as a CC. It’s signed, completed, and delivered immediately, I don’t have to worry about my payment information being intercepted over email, and it makes me look good to the convention organizers, too. In fact, I got a “comics professional” discount once that I’m not entirely sure I deserved.

So there you have it. If you ever find yourself at a comics convention, why not take a stroll through Artist’s Alley and take a look for me? But if you’re ever organizing a comics convention, for the sake of your vendors, please just use RightSignature.

We're back! Ready to sign?

By: Rebecca Bungert / Wednesday, March 1, 2017

You may have noticed that a solid portion of the internet seemed to be missing yesterday, including RightSignature.

Amazon Web Services(AWS) is a cloud service provider that allows major software companies around the world to maintain scalable and highly available products for their customers. We’re on that list, along with Quora, Slack, and even IoT thermostats and light bulbs. A portion of AWS went on the fritz yesterday for a few hours and left you staring at a spinning browser, unable to send or sign documents.

AWS typically maintains a very high availability rate, which is the benefit of using such a provider. It is highly unusual for AWS to fail for long periods of time, meaning Citrix can provide you with reliable e-signature service through AWS.

While we can’t control Amazon’s shipping times or their server outages, we aim to maintain communication with you through any service disruption. We maintain a RightSignature status page that refreshes regularly and we are always available in real-time on Twitter and Facebook.

We are fully recovered from the AWS outage. As always, please do not hesitate to reach out to our support team or social media channels with any questions. 


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