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RightSignature + SnapForce Integration Announcement

By: Steve Stormoen / Tuesday, October 18, 2016

SnapForce is a single solution combining everything your sales team needs to succeed. Combining CRM (Customer Relationship Management) and call center software, SnapForce gives you the tools to track and nurture sales leads, then get in touch when the time is right.

With the new RightSignature + SnapForce integration, you can add easy e-signatures to your sales process, speeding up your pipeline and greatly reducing the turnaround time of your sales contracts, NDAs, and more with just a few clicks. Here’s how it works:

First, follow these instructions to connect RightSignature to your SnapForce account. In SnapForce, your Leads and Accounts modules will have a new option allowing you to send a document with RightSignature. Your lead will receive a secure link to sign your document using RightSignature. As soon as the document is signed, SnapForce automatically updates their records. You can even view the signed document directly within SnapForce.

Sales is a fast-paced, competitive field, and the speed of RightSignature is a great way to give your business a clear advantage. Not only can a faster process for signing contracts help widen your pipeline, RightSignature also allows you to close deals when your lead is most interested, and before they get cold feet.

Interested in adding RightSignature and SnapForce to your sales team? Try it for free today.

Adapting to the Millennial Workforce

By: Steve Stormoen / Wednesday, September 28, 2016

Please enjoy this guest post by author, speaker, and small business owner Gene Marks, syndicated from our sister blog at ShareFile.

The average age of an American small business owner is about 52 years old. (That’s me.) We all face similar challenges – taxes, lead generation, financing, accounting, operational. But the biggest issue that we’re facing in 2016 is staffing and motivating productive people to be profitable. Currently, about half of the United States work force belongs to the Millennial demographic (people who are between 18-34 years old). As the number of professional Millennials is expected to rise over the next few years, we have to focus on the needs and demands of the Millennial workforce.

Unfortunately, there seems to be a huge myth about this generation. We see them on television protesting against the “one percent” and speaking loudly for better education, healthcare and other entitlements. Many Gen-Xers and Baby Boomers think that the Millennial generation is built from entitled slackers. But Millennials don’t work less – they work smart.

Another difference is that Millennials work to live instead of living to work. According to polls, a majority of Millennials prefer flexible working arrangements to higher salary. They value their jobs and gain personal satisfaction through work, but this generation values balance over money. They want paid time off. They want the flexibility to be with family and still fully contribute to their employers. While they desire to be entrepreneurial, many are held back by overwhelming student debt and costs. They’re smarter and more educated than any generation before, meaning they appreciate the precious passing nature of life and the importance of balancing time between making a living and simply living.

So how should a business owner or manager respond to this new generation? Not by complaining. Not by harping on the “good old days” when you used to work 18 hours for a penny. No one wants to hear that.

Instead, respond with competitive paid time off policies. Implement a strong work from home or remote employee policy. Invest in technology – cloud apps, mobile devices, cyber security – that enables Millennial employees to work from anywhere at anytime. Tear up apart the old employee manual to update for LGBTQ rights, pregnancies, workplace bullying, vaping and wellness programs. Stay ahead of laws so that you are proactive in offering the best healthcare, minimum wage and benefits. This is not an easy task while maintaining control of overhead and remaining competitive within the industry. But when you find that balance you will reap the rewards: a happy, productive workforce who contributes to increasing profits and company value.

You can fight the change. The smartest executives adapt to the new workforce.

Is your business ready for the changing workforce? Get our free e-book, 5 Signs Your HR Team is Ready for E-Signatures, to learn more.

"He could have ended up in a Mexican jail. RightSignature saved the day."

By: Steve Stormoen / Tuesday, September 20, 2016

RightSignature doesn't just save your company time and money, it also helps you out in situations that would otherwise be impossible. Here's a real customer story about one time RightSignature saved the day from Robert Jankovics with Cabo San Lucas Insurance Services.

Customer Proof verified by TechValidate.

Robert's story was collected in a November 2015 survey of over 250 active RightSignature customers. His incredible story is a great way to illustrate why our customers, especially in the insurance industry, love RightSignature.

Businesses and professionals use RightSignature for to make a number of common problems much easier — saving time spent on administrative tasks, providing increased security and compliance, reducing errors and omissions, and so on. Among insurance agencies, carriers, and re-sellers, however, two benefits stand out from all the rest. Overwhelmingly in our survey, respondents in the insurance industry favored two benefits of RightSignature: the ability to service remote clients and to get time-sensitive documents signed quickly.
Customer Survey verified by TechValidate.

Robert's story above is the perfect illustration of both of these benefits. His client was remote and inaccessible, without fax or wi-fi access, and his insurance paperwork was extremely urgent. Thankfully, Robert was able to use RightSignature to get the necessary documents signed immediately, avoiding quite the whopping worst-case scenario!

Do you have a story about one time RightSignature saved the day? If so, please let us know on Twitter!

Citrix Loves RightSignature — The Refinance Fiasco

By: Steve Stormoen / Friday, September 16, 2016

By Washuotaku (Own work) [CC BY-SA 4.0 (http://creativecommons.org/licenses/by-sa/4.0)], via Wikimedia Commons

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. Here's our social media manager, Beth Anne Ballance, describing a recent crisis she had refinancing her house in which RightSignature came to the rescue.

Last month, my husband and I celebrated our 10 year wedding anniversary. With two small children, two full time jobs, and a money-pit house, we desperately craved an escape to the North Carolina mountains. We planned to leave the small boys with grandparents, pack a couple duffel bags, and drive to the Blue Ridge Mountains for a long weekend.

Before we could go, there were plenty of loose ends to tie. In addition to completing tasks at work and making sure the pantry was filled, we signed our refinance agreement two days before leaving. It wasn’t the easiest transaction because the bank insisted that “electronic signatures” were not allowed. Rather than argue, I printed out 40 pages of the agreement. We signed the papers, scanned them into ShareFile, and sent them back to the lender. We received confirmation that they received our paperwork, kissed our children goodbye, and escaped to a tiny cabin in the mountain country.

The trip went beautifully until we received a phone call on Saturday afternoon. The lender explained that we had missed 4 pages of signatures and our loan could not process until completed.  I explained that we were in the mountains, nowhere near a printer or computer. Might they accept e-signatures with knowledge based authority? Might they rest easy, knowing it was my real signature in digital form and accepted by the IRS?

“Oh!” she said. “You mean it’s like your real signature? Not you typing in your name? Then absolutely!”

I pulled the agreement up in my RightSignature iOS app and within moments, my husband and I put our John Hancocks on the rogue pages. RightSignature automatically returned the contract to the lender with my Signature Certificate visible at the bottom, complete with time stamp.

Thanks to the RightSignature app and its legally accepted e-signatures, our lender was able to process the loan on time while my husband and I continued our unrelenting quest for the perfect hiking trail.

The Case for RightSignature: Respecting Your Customers

By: Steve Stormoen / Tuesday, August 23, 2016

By Patrik Tamm (Sille Sikmann) [CC BY-SA 3.0 (http://creativecommons.org/licenses/by-sa/3.0)], via Wikimedia Commons

Guest post by Nila Holt

As a Customer Success Manager at Citrix, I hear all kinds of real-life problems from our customers — hard working professionals and small business owners who need technology to work for them, rather than the other way around. I’m going to share a story with you today that isn’t any one customer’s experience, but can fit into so many stories that I’ve heard that I can recall it like it’s my own life.

Imagine I run a haberdashery — if for no other reason than I like the word — and you’re my very fine supplier of fabrics. You know my family, I know your family, and we have a wonderful business relationship. It’s time for my felt shipment and now we need to finalize the deal with a contract, to be signed by both me and my husband.

This has been our routine at least once a quarter for years: you send me the contract through email and now you want me to print and sign it. Sounds easy right? Not exactly.

Strike one: Too many things can go wrong

It’s Tuesday morning, 8:55 AM, and all is well in the haberdashery. I get your email, immediately download the contract, and hit print. Just then, an alert pops up on my screen — I have a meeting in two minutes and I need to leave, now. Hopefully nobody sees the contract, because there’s some sensitive business information on it!

Later in the day, I realize I completely forgot to go pick up my contract from the printer. I find it spread across the machine: the telltale sign it’s been handled by someone else. I take up the contract back to my desk and sign it, then throw it in my drawer so I can take it home to the hubby for him to sign and scan it back.

At dinner my husband I are chatting about the contract and I realize the copy I signed is in my desk drawer. I suppose we can just download it again and print out another one. Okay, so far so good, but now we have to scan the contract back into the computer. Like we live into the Stone Age.

I cannot tell you the last time one of us used a scanner at home. I think we wore bellbottoms back then. I need to get our daughter in her bath so she can get to bed. I’m a haberdasher. I don’t have time for this.

Strike two: Too much hassle for your clients

A quick game of “Rock Paper Scissors” determines that my husband will be excavating the scanner while I get the munchkin in the bath. Not like getting a five-year-old to take a bath is an easy task, but I definitely won that exchange. And four hours later, he’s still working on it. Both of us have to sign and return the same piece of paper by 10 AM tomorrow morning, so we can’t exactly blow this off and go to bed. This customer is getting very frustrated with your workflow.

Finally, it is 11 PM. My husband and I have both signed your stupid contract, and sent it back. You will see it at 8:30 AM. My time is valuable and I want to spend it with my family. This is not the first time I have had issues signing one of your contracts, and I deserve to be treated better.

Strike 3: There’s a better way to do this

Let’s try that nightmare over again.

Again, it’s 8:55 AM on a Tuesday and you are sending me — the humble haberdasher — a contract for my quarterly shipment of felt. You log into RightSignature, click Send a Document, and upload the file, just like you would with email. You type my name as well as my husband’s and RightSignature remembers our contact information from the last contract. Then you click send. It takes you about the same amount of time it would take to send an email.

Back in the haberdashery, I get an email from you through RightSignature, requesting me to sign a document. I click the button and open the document, read it, enter a few text fields and my name with my mouse. An alert pops up on my screen: I have a meeting in two minutes that I completely forgot about! Thankfully, I’m almost done. Now that the document is signed, all I have to do is click “Finish” and RightSignature does the rest.

My husband is in the field, sourcing a new supplier for zippers, and his email from you to sign the document comes through on his phone. He sees I signed it so he does the same. He turns his phone to landscape view and scribbles his ugly signature out with his finger. Done.

Now it is 9:10 AM. You received an email from RightSignature that my husband and I have completed our signatures and it is your turn to finalize the process. You click it and sign just like we did. You never even have to move your hand off your mouse.

Think of how much time we both saved. You can take long lunch or recruit new clients. My husband and I get to enjoy our evening at home together. Running a business requires you to maintain a relationship with your clients, and the fact that you respected my time makes me respect your business. We all save time and money, our day is easier, and everyone feels a little bit better.

So that’s one story from the eyes of the Customer Success team. If you’ve ever experienced a story like this, let us know on Twitter and join the conversation!

Welcome to the New RightSignature Office!

By: Steve Stormoen / Thursday, July 28, 2016

It’s been a busy time for RightSignature — almost two months ago we moved into a brand new office in beautiful downtown Santa Barbara, California. Well, technically, it’s not quite right to call this a new office: we’re in the exact same location that RightSignature called home for several years until we joined the Citrix family.

That’s not to say that the office is the same, of course. Citrix went over the top to make this the coolest place in which any of us have ever worked. Now that we’ve had a little bit of time to make the place start to feel like home, we wanted to show off our new office to you.

We’ll start with a look down the hall at some of our sales and support team members, hard at work. The other side of the office houses the rest of our Santa Barbara team. Keeping people from different departments together under one roof has been a big priority for RightSignature since day one. When we get to work this closely with one another, it’s much easier to share knowledge as well as hang out together. Our whole team feels cohesive and everyone gets to have a fairly good idea about the goals and successes that touch every aspect of the company.

Of course, the view doesn’t hurt either. Those french doors along the back of the office open onto our balcony — with Santa Barbara boasting beautiful weather year-round, it’s a great place to step outside and eat lunch, take a call, or knock out an afternoon crunching spreadsheets or writing blog posts.

It’s pretty remarkable what a high priority Citrix places on our amenities in the office. Take, for example, these swanky desks, which we can raise and lower for our comfort. Some of us, like Mark here, spend a significant part of the day standing up. Every detail, from the chairs to the coffee maker to the headsets, was fully prepared the moment we stepped into the office, so we could keep pushing RightSignature forward as soon as we moved without missing a beat.

We also decided to stage some fake stock photography, just for you. See how Michael is pointing at Jenna’s computer? That’s how you know we’re doing important work!

The RightSignature team couldn’t be more happy with our new office, and we’re glad for the opportunity to show it off. Do you want to come work with us? Find our open listings at http://jobs.citrix.com!

E-SIGN Day: The History of Signatures

By: Steve Stormoen / Thursday, June 30, 2016

In celebration of National E-SIGN Day, enjoy this guest blog post by Beth Anne Ballance.

The History of Signatures

In your life, every significant moment requires a signature – birth certificates, school enrollments, job applications, mortgages, car loans, the end of marriage, even death certificates. A flourish of the pen signals the beginning (or end) of a moment in time. But how did our identities begin to flow from the tip of a pen?

Signatures, the English word taken from the Latin root signare, identify a person and their intent. They have unique character and style, much like a thumbprint. Some are legible, some are scribbled (like mine!) and some are downright creative. Signatures began as early as the 5th century as a way for artists to mark their work in clay tablets and pots. The Romans used them often and yet it was not until the 16th century when they became more commonplace for finalizing agreements.

Before literacy was widespread, wax seals and handshakes were the standard for settling agreements. For those with financial means, hot beeswax pressed by a signet ring identified the sender. Often times, a face-to-face meeting confirmed identity while a handshake served the purpose of commitment during deals. As literacy and paper became more mainstream towards the 9th century, scribes began marking documents with a cross (which later became the “X” signature we know today).

However, people were still making deals and contracts without signatures, leading to arguments over fraud and unmet promises. They devised a law, known as the 1677 Statute of Frauds, that required all contracts bear signature. The 1677 Statute of Frauds was the most pivotal moment in signatures becoming mainstream.

A little under a century later, John Hancock signed the Declaration of Independence with such flourish that his signature stood out from the other 55 signees. We might have Thomas Jefferson to thank for the actual document, but it was John Hancock’s signature that became a legend and catchphrase.

One hundred years later, it was decided that rubber stamped signatures were equivalent to written signatures and two hundred years later, signatures come in a variety of forms. Into the digital age, several technologies stretched our understanding of what a signature means. A photocopied document can still contain a legally binding signature even if the exact piece of paper was not signed, for example. Later, the autopen allowed parties to sign documents from afar.

With the advent of the internet, it was inevitable that businesses and individuals would want to process signatures online, which led to today’s e-signatures. On this day in the year 2000, the U.S. Congress passed the E-SIGN act defining the use of electronic signatures as the legal equivalent of their ink and paper cousins. In 2010, Congress chose to recognize June 30 as National E-Signature Day.

Today, sixteen years after the E-SIGN act was passed and 1500 years after the very first signatures emerged, we celebrate how far signatures have come – from marks scratched on a pot of clay to a fingertip signing a legal document across a computer screen.


RightSignature is the easiest, fastest way to get your documents filled out and signed online.
Try it now!


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