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Watch a short video guide on how to eSign documents
Streamline your sales processes with our eSignature solution
Sign documents while staying compliant
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Get a head-start in creating documents
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Integrate with signNow API
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Fair and flexible pricing. Pay only for features you and your team use.
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7-day risk-free trial. Choose any plan and try signNow for free without providing your card details.
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Enhanced security. Use our solution, knowing we will comply with critical security standards every time.
Types of compliance maintained by signNow
How to create proposals, quotes, and other sales documents & build eSignature workflow around them
Proposals, quotes, statements, contracts, and other paperwork have always been the backbone of sales departments. Nevertheless, the task of completing and signing them only mires sales representatives in endless routine and document-related issues. By alleviating this burden, they can spend more time determining their client's needs and addressing their problems. Here’s how to start with signNow and optimize your entire document approval process.
- 01. Create a free account. Start by choosing a plan or signing up for a free trial on any plan. No credit card is required.
- 02. Set up your workspace. Head to My organization → Create Organization. Once created, configure its settings, add branding and team members.
- 03. Add a document. Click the Create or Upload button and choose one of three ways to import your document or select one from our library of documents.
- 04. Use the template feature. Select Template → Upload or Migrate from DocuSign and create a document you can reuse multiple times with minimal tweaks.
- 05. Certify the document yourself. Select Me (Fill Out Now) (🖋�?)→ hit Add New Signature → choose how you’d like to create your autograph.
- 06. Use other fields to annotate your document. Click on 📆 to date your document and 🖃 to stamp it, add lines (/ ), initials (JS), and checkmarks (✔�?).
- 07. Add fillable fields. Add recipient(s) using the left toolbar, then select and assign fields to them. Apply additional settings to fine-tune your fields.
- 08. Finalize the execution process. Set up the order in which your recipients complete the document, compose and send out invites to your designated parties.
- 09. Download a copy. Once your document is certified, our app will email it to all parties involved. If you need a detailed record of actions taken on the document, click on the gear icon to download its history.
Additionally, you can integrate signNow with your CRM or app or leverage the full potential of your native integrations with popular solutions and services to route data, store documents, and more. This way, you will minimize the possibility of errors. Try signNow today and see for yourself..