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Better Together: How Elias Interactive Onboards New Clients with RightSignature + Highrise

By: Unknown / Friday, September 28, 2012

RightSignature’s ever-growing portfolio of integration add-ons empowers you to use your favorite online software together for even greater functionality. In our series Better Together, users share stories of how they’re putting add-ons to work.

Elias Interactive is an e-commerce consulting and development firm whose confident tagline “We get it” reassures business clients needing guidance on marketing technology. Josh Colter, who runs sales and marketing, says Elias has a frequent need to have clients review and sign proposals and services agreements.

Josh uses Highrise to manage leads and contacts, and Google Docs to draft and store sales documents. So when he needs to send a document he created in Google Docs to one of his Highrise contacts for a quick signature, Josh utilizes RightSignature’s integration add-ons to enable all three cloud services to work together seamlessly.

Once he has finished drafting the document in Google Docs, Josh logs into RightSignature. Because he activated the Google Docs integration, he can select the document directly from inside RightSignature, without having to export and re-upload it. Then he simply starts typing the name of his Highrise contact — and thanks to the Highrise integration he activated, RightSignature combs through his Highrise contact database and auto-suggests his intended recipient. The name and email is pre-filled instantly.

Hear Josh Colter of Elias Interactive describe how he uses RightSignature integrations to complete an entire contract, from the first draft to an electronically signed document, entirely in the cloud:
RightSignature allows me to quickly execute a contract with new clients and projects. And because it's so much easier to execute contracts, I'm more likely to use them – even on smaller engagements where an email used to suffice. This has clarified expectations and saved the relationship with a client on more than one occasion.

In particular, a life-saver for me has been the ability to reference past contracts. Often my clients will even end up using RightSignature after experiencing the process with me.

Integrating RightSignature with Google and Highrise allowed me to build a proposal in Google Docs and quickly import it to RightSignature. Then, within RightSignature I can directly access the client's contact info imported from Highrise and ship it off for signature."


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