- Why GetAccept?
E-signing solutions have been around for a while now. And the adoption of the technology has drastically increased over the past year as the global workforce has gone remote, with access to printers, scanners or fax machines becoming limited.
If you still haven’t gone down the e-signing route but have been tasked within your company to explore the different options, then you’ve come to the right place. We put together a Request for Proposal (RFP) template of things to consider when going shopping for an e-signing solution. Below, we break down each area in more details (you can also scroll down to the bottom of the page and download the template directly).
The first part is about your organization: company name, year it was founded etc… It is mostly generic information that won’t impact the rest of the template, but there are two important questions to keep in mind throughout your purchasing process:
A signed document is a legally binding document. Whichever solution you choose, you want to ensure that the technology provides the legal requirements necessary, according to different geographic areas. You also want to ensure that the technology allows different options for recipients on how they can sign a document. Here are some questions you should consider in your evaluation:
EXTRA: If the Nordics is a big market for your organization, you may want to consider a software that supports local advanced e-signature processes like BankID or NEMID, for example.
For the next couple of parts, the RFP template breaks down all the potential features of the solution. First, look at the product features, and what is it exactly that the solution will enable your sales team to do. Here are five key points to consider:
Templates & Branding
When you send out documents to prospects or customers, you want to ensure the experience that recipients go through feels like your company’s brand, not your suppliers. It is also important to have the necessary flexibility when creating or uploading templates.
In this section, the RFP template highlights miscellaneous possibilities that don’t fall in the other categories, but are still very critical to consider.
Depending on your needs and business requirements, it is important to evaluate if the software offers a contract management system to manage automation and notification of expiring contracts.
If you are looking for an e-signing solution, it is likely that you are doing so to support your sales team close deals more effectively. Take the opportunity then to explore the different tools available to help your sales team engage with buyers.
If you ask your sales team, this might be the most important part of your evaluation. With an abundance of tools available nowadays, integrations are vital to facilitate the admin part of a sales’ agent day to day. Being able to do everything from one system will always be more time-efficient than having to swap between different systems.
An application with no API is like a house with no doors. But what are the real API capabilities of the e-signing solutions you evaluate, to ensure your developers a time and cost efficient way to build around it.
Onboarding & Collaboration
Buying a solution is one thing; onboarding the users is another. It is essential to learn how a supplier will support new customers, and how they communicate their product updates to their users. Two points to consider here:
Data & GDPR
Businesses are more data-driven than ever, and this data is more regulated than ever before. How a supplier handles data and GDPR is crucial because a breach on their side could have repercussions for your business and your customers.
Last but not least, pricing. If you’re going through an RFP template, you will very likely have an allocated budget for the solution you will acquire. As with any type of software that offers multitudes of features and packages as a subscription service, it is important to get an understanding of the total cost of ownership, and have insights on any hidden costs.
Download the RFP Template Today