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Xero E-Signature Integration

By: Daryl Bernstein / Tuesday, January 31, 2012



The popular online accounting software Xero empowers companies and independent contractors to manage business finances with ease. Maintain registers, access bank accounts, import and categorize bank statements, synchronize payroll, pay bills, track inventory, and create invoices all in one well-designed web application.

Need to get a Xero invoice signed to get paid? Need to get an estimate or quote signed before you begin work?

RightSignature is now integrated with Xero! Less time chasing signatures means more time to grow your business.

Send your Xero invoices and estimates (known as draft invoices) for e-signature straight from your RightSignature Send screen. The integration also syncs your Xero contacts (customers and suppliers) in RightSignature. Start typing in a signer’s name, and RightSignature automatically fills in the rest of the name and email address for you.

Tony Rule, Xero’s Product Manager, API, says:

“Integration between RightSignature and Xero is another example of how platforms are coming together to allow businesses do everything they need to in the cloud. RightSignature takes away the hassle of having to get authorization by making it easy to get key Xero documents such as invoices signed electronically.”

To setup, login to your RightSignature account and visit your Account > Integrations page.

Evernote Electronic Signature Integration

By: Daryl Bernstein / Monday, January 30, 2012


You might have noticed that we are huge fans of cool, intuitive technology that offers a fresh approach to common problems. One of our daily challenges is trying to store tidbits of information that we might need in the future -- everything from text notes to screenshots, documents, videos, photos, and interesting websites.

Evernote is a flexible application to help you “remember everything.” It gives you the power to store and access your memories on any computer or mobile device. You save data as notes inside notebooks, and Evernote instantly syncs your notebooks on all of your machines. Notebooks can be shared with colleagues and partners. Businesses are increasingly using Evernote to keep notebooks on clients and projects.

The new RightSignature-Evernote integration enables you to send Evernote notes for e-signature. You can access your Evernote notes directly from your RightSignature Send screen. RightSignature turns a note with text or images into a pdf document format to send for signature.

Once the note has been signed, RightSignature automatically places a signed copy in your Evernote notebook, eliminating the need for repetitive downloading and uploading.

Seth Hitchings, VP of Platform Strategy at Evernote, says:

"The RightSignature integration is a powerful way for individuals to use Evernote as a business and productivity tool. Not only does the integration eliminate the need for paper and email, but it also cuts down on the number of applications needed to get something signed. We're excited to help our users simplify their lives while accomplishing more."

To setup, login to your RightSignature account and visit your Account > Integrations page.

Freelance Contracts to Manage Client Expectations Successfully

By: Daryl Bernstein / Monday, January 16, 2012


This is a guest blog post written by Stefan Dubowski for FreshBooks, the leader in online invoicing and bookkeeping for small businesses and entrepreneurs. Use FreshBooks with RightSignature to send invoices and estimates to clients for signature with just a few clicks.

It’s usually good news when a small business or freelancer lands a new customer. But the situation can quickly turn sour if you’re not careful about managing client expectations. Does the customer understand what they’re buying? Is there any chance that the client might think you’ll deliver one thing, when you planned to deliver something else? The risk exists if you don’t follow these five pieces of advice: use a contract, communicate, build a relationship, keep your word, and over deliver.

Use a Contract
By laying that groundwork at the beginning of the job, it’s much more likely that the customer will be happy with the finished product. In a contract you can lay out exactly the terms of the project – deadlines, who’s responsible for what, and of course the amount of money involved. It’s the first step in ensuring both you and your client understand what to expect. You can use FreshBooks to generate a detailed invoice, and send it to the customer via RightSignature for legally binding electronic signature.

Communicate
Use your words! Keep your client informed as to project progress and issues (including potential solutions for the occasional problem). Many freelancers rely on email to connect with customers, using their email programs as veritable repositories of information, including details about when, exactly, the client agreed to push back the project’s deadline, for instance. In fact, email may be better than other forms of communication (texting and voice particularly) for permissions because it lets you go into detail, and people tend to save emails, so you can check back for verifications later.

Build a Relationship
But email certainly isn’t the only form of communication you should use. It can be somewhat cold and impersonal. Pick up the phone and speak to your customers every once in a while. That can help you build a relationship with your clients, and it helps remind them that you’re not just a distant service provider. You’re a person. That can help you smooth over mistakes (when they happen). After all, it isn’t so easy to write off a work relationship when there’s a personal connection as well.

Keep Your Word
Did you commit to participating in your customer’s conference calls? If so, do so. Did you agree to a deadline? If so, meet it. It’s particularly important that you should keep your word on small details, because if you can’t meet the little expectations, your client may conclude you’re incapable of meeting the larger needs involved in the job.

Over Deliver
Aim to go above and beyond the contract. Throw in extras – services, recommendations, support, follow-up – whatever will make your client take notice. If you do manage to over-achieve once in a while, your client could come to see you as someone she can count on as a valuable business partner, not just a vendor. That puts you in a different class of service provider, and it could translate into more business down the road.

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