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The Huffington Post Recommends RightSignature to Ensure that Prospects Never Ignore Your Proposals

By: Steve Stormoen / Saturday, July 26, 2014


In a recent article on the Huffington Post, author Jon Rognerud showed us The 6 Most Common Online Marketing Mistakes Small Business Owners Make. Clocking in at #2 was the classic concern:

“Are my proposals even being read?” 

In between the weeks and months you’ve spent nurturing your prospective client and the start of a business relationship, there lies one all-important hurdle: the contract. And all too often, your time investment is put at risk when your proposal languishes on the prospect’s desk or in a crowded email box. The Huffington Post article suggests a surefire solution to this classic business mistake: RightSignature online document signing.
Getting through to decision makers and convincing them that they need your product or service isn't the easiest thing to do. They were probably interested when you sent the proposal through to them, but when it comes down to signing it - it just collects virtual dust in their e-mail… Then you e-mailed them a link to instantly sign the PDF using RightSignature. - SUCCESS!”
How does RightSignature ensure that all your important documents get read? Here are 7 key reasons why RightSignature is the perfect tool to avoid the lost document vortex.

1. No paper

It’s easy to remember a day when every note and contract was printed out on paper, but the world has changed. Today, those dead trees are the biggest impediment between you and getting your documents signed quickly and reliably.

Consider: all your documents begin as a digital file in your word processor, and they all end up scanned and stored digitally as well. Printing that same document just to get it signed is absurd, especially if it means fussing with printers, fax machines, or scanners. Keep it simple and stay digital from beginning to end with RightSignature.

2. No email attachments

According to the Radicati group, the average businessperson sends or receives 120 emails every day. If you’re working with a high-value client with a busy schedule, locating the one email with your contract attached in a flooded inbox could be like finding a needle in a haystack. Not to mention the security risks involved with relying solely on email. So ditch the paperclip icon and save your clients the attachment anxiety.

3. Automatic reminders

Whenever you send a document, RightSignature online document signing software sends your signer an instant notification that the document is available and ready to sign. Then, after a few days, if the document hasn’t been signed, it sends another, and so on until the document expires. That slight nudge can be the difference between a deal or no deal, and RightSignature will automatically remind your senders they have a document pending, even if you’ve forgotten.

4. Full branding suite

RightSignature’s branding options give you the ability to customize your reminder emails and the document signing page itself with your company’s name, logo, and colors. This continuity ensures your signer is never confused and trusts your electronic document signing workflow from beginning to end.

5. Getting it right on the first try

A complicated or confusing signing experience could cause your client to throw up their hands in frustration—and you might never even know why the deal fell through. Luckily, RightSignature’s intuitive signing software employs a number of user-friendly features to make sure every document is filled out fully and completely on the first try.

RightSignature’s percentage progress bar, NaviGuide flag, and required fields ensure that your document is filled out completely. And RightSignature also lets you, the sender, include in-line tooltip instructions for each item on your document—the next best thing to walking your signer through the document in person.

6. Do more with your docs

Finishing a deal is often more complicated than just getting a contract signed. If your sender needs to provide additional files or make a credit card payment, the deal can languish if any one of these steps is unresolved. But RightSignature includes features like Request Attachments and Collect Payments to let you do more with your documents, so you can cross off several steps at once.

7. Impress your customers, keep them coming back

After you’ve gotten your document signed and closed your deal, the benefits of RightSignature keep piling in. RightSignature makes your business look professional throughout the document signing process. An impressed customer tells friends, and crucially, will come back to you the next time your services are needed.

New Feature: Collect Credit Card Payments in RightSignature Documents

By: Steve Stormoen / Monday, July 21, 2014

We’re excited to announce a groundbreaking new feature that enables you to collect signed documents and payments – at the same time.

The latest of RightSignature’s many first-to-market innovations, our new Collect Payments feature enables your signers to provide credit card payment information securely while they fill out and sign your RightSignature documents. Collect Payments is ideal for your proposals, estimates, engagement letters, credit card authorization forms, and any other document in which customers agree to make payment.
Your customers’ credit card information is stored and processed securely by the online payment processing service Stripe, which is certified as PCI Service Provider Level 1, the highest certification in the industry.

With Collect Payments, you have the following two options for collecting payments on your RightSignature documents:
  1. Immediately charge the customer a fixed amount. Use this option to collect a payment for a pre-determined amount. The charge is processed immediately when the document is signed.
  2. Store a credit card number for later billing. This option allows you to collect and store the customer’s credit card details, then charge the card as needed in the future or set up a recurring payment plan.
Here’s how it works:

Charge Fixed Amount

You can create a document that immediately charges your signer a fixed amount – on a one-time document, a Reusable Template, or an Online Form.

To send a one-time document, login to RightSignature and click Send a Document. Next, upload your document and designate your signers and options, then click Next Step to proceed to the Document Overlay screen. Once Payments is enabled on your account, you will see the new Payment tool in the toolbox on the left hand side of your document.


Click the Payment tool, then drag and drop a payment box onto your document. In the Basic Options menu that appears, click the “Select Payment Action” menu and click “Charge Fixed Amount.” Next, enter the amount you’d like to charge. When your document is finished, click Send for Signature.


When your customer opens your document to sign, the Payment box will appear as a button that reads “Authorize Payment”. Your signer simply clicks on the button, then enters the credit card information, reviews the charge amount, and clicks “Authorize”.


As soon as your customer signs and submits the document, the credit card data is securely transmitted to Stripe, and the credit card is charged the specified amount.

Collect Credit Card

You can also use the Payments feature to collect credit card information in order to charge your customer later. To do so, create a one-time RightSignature document, Reusable Template, or Online Form, and proceed to the Document Overlay screen. Next, drag and drop a Payment box onto your document. Under the Basic Options tab, navigate to the “Select Payment Action” menu and then click “Collect Credit Card”. When your document is finished, click Send for Signature.

When your customer opens your document to sign it, the Payment box will appear as a button that reads “Add Credit Card”. Your signer clicks the button, then enters the credit card information and clicks “Submit”.


When your signer is finished signing your document, the credit card information is securely transferred to your connected Stripe account, but your customer will not be charged immediately. Instead, you will access Stripe to charge the customer’s card whenever you need to, or you can setup automatic recurring billing.

To do so, navigate to your RightSignature dashboard and select the document in which you collected your customer’s credit card. Then, scroll down to Payment Details. If the credit card was collected successfully, you will see a green checkmark and the word Success. Click Success, then click the View Customer button to view your customer in Stripe.


To charge your customer’s card whenever you need to, scroll down to Payments, then click “Create Payment”. Next, input an amount and a description. Then click “Charge Customer.”


To charge your customer a recurring amount automatically (such as a monthly fee), access the Customer page in Stripe, then scroll down to Subscriptions and click “Add Subscription”. Select an existing subscription plan, or create a new one and click the Add Subscription button.

Viewing Your Payment Information

You can view information about all your previous payments in the RightSignature dashboard. On the dashboard, all your documents that included a payment are marked with a Payment icon. Click on the document in your dashboard to see the full payment information, including a full audit log of the payment history.


You can also view an overview of your previous payment requests in the RightSignature dashboard under the Payments tab. Here, all your previous payments are listed together for your convenience.

Activating Payments on Your RightSignature Account

Contact our friendly support team to request that the Collect Payments feature be enabled on your account. Next, login to RightSignature and click on Account, then Integrations, and find and click on the Stripe icon. Then, click the Activate button.

You will be prompted to create a new Stripe merchant processing account (a simple, one-page application form). If you already have an account, simply click Login to Stripe at the top of the screen. Once you are finished, your RightSignature account will be linked to your Stripe account and the Payments feature will be activated.

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