freelance website

How to share a template with your whole sales team

Kevin Michael Gray

Do you have a sales team that has trouble staying on the same page? Or maybe your team has trouble locating important documents that need to be signed during their transactions?

Don’t lose out on sales because your document signing process is confusing!

Streamline the process by sharing a WP E-Signature Template with your whole team.

This is as simple as having your smartest team member log into WordPress, open a template, and type or paste in the general terms that you need to include in all of your sales contracts.

Add our signer input fields and assign each field to a placeholder signer to require your future signers to fill in the information you need.

Signer A may have 3 required fields and Signer B may 5, so you can collect the important information each signer needs to add to the document before signing.

The finishing touch is adding Document Options, like Dropbox Sync, Email PDF Attachment, Signing Reminders, (and many more!) which will be automatically added to every document created using this template.

Then the magic happens… at the bottom of the template, share the template with the members of your team by userrole (an easy bulk-add) or username.

share a template with sales team

When your sales team is with a prospective client, all they need to do is log into WordPress and pull up the template that was shared with them.

Then they can customize the contract content, by adding any signer-specific data that needs to be included or removing any original content that is not needed.

Then your team member can edit the document options as desired (Does this particular signer need the reminders that were previously added? Did they request another party is CC’d to receive the final copy? etc..) and simply type in the names and emails of the signers to send out the signing request!

Your clients will be impressed that their sales rep can create a custom contract that meets all of their needs and have it sent right to their email in no time!

Forget the days of carrying paperwork, wondering if you have the right documents, and confusing clients with a long signing process.

Share a reusable template with your team members to unify your brand and keep your document signing workflow running smoothly.

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