Sales teams today need every advantage to close deals faster. But outdated manual signing processes create delays, friction, and lost momentum. That’s where e-signature software comes in. The right solution speeds up your sales cycle, improves buyer experience, and gives your team the visibility and control they need to close with confidence.
Here’s how to evaluate and choose e-signature software that empowers your sales team, improves the buyer experience, and helps you win more deals - faster.
1. Start with real-time visibility
Speed is critical, but so is timing.
With traditional tools, you’re often left guessing when a buyer has interacted with your proposal or whether your contract is sitting unread in someone’s inbox.
The right e-signature software eliminates that guesswork by providing real-time visibility into buyer behavior. You can see when your document is opened, how long it’s viewed, and which stakeholders are engaging with it.
This insight allows you to time your follow-ups perfectly and take action before a deal stalls. You’ll also avoid chasing unqualified leads by focusing only on engaged buyers.
Real-time tracking ensures you're never in the dark and always in control of your pipeline.
2. Integrate with the tools you already use
Jumping between platforms wastes time and leads to inconsistencies.
Your e-signature solution should plug directly into your CRM and sales stack to keep your process smooth and your data clean.
Look for:
- Native CRM integration with platforms like Salesforce, Hubspot and Pipedrive
- Automatic syncing of document status, activity logs, and signed files
- Real-time updates within your CRM to keep your pipeline view accurate
- No-code or low-code setup to reduce implementation overhead
When your e-signature tool works within the environment your reps already use, they avoid context-switching and stay focused on closing deals - not wrestling with tools.
Read our guide to the best electronic signature software in 2025.
3. Automate the work you shouldn’t be doing
Repetitive tasks like building contracts, sending reminders, and checking document status shouldn’t occupy your sales team’s day.
The right e-signature solution helps automate this manual work and gives your reps more time to do what they do best: sell.
With automation, you can pre-load proposal templates, create logic-driven workflows, and trigger automatic reminders without human intervention.
Personalization stays intact - reps can tweak individual documents while still relying on the efficiency of templates and reusable assets. Automation reduces risk, increases speed, and scales your team's productivity without scaling your headcount.
4. Create a buyer experience that stands out
Your buyers want ease, not effort.
A streamlined e-signature process reflects positively on your brand and removes unnecessary barriers to closing. Give them a seamless, professional experience that makes it easy to say “yes.”
Prioritize platforms that offer:
- Digital sales rooms for centralized communication and documents
- Interactive elements like embedded videos, personalized messages, or welcome notes
- One-link access so buyers don’t need to navigate email threads or attachments
- Stakeholder-friendly features like the ability to loop in others without creating confusion
A strong buyer experience increases trust, builds momentum, and minimizes friction - all crucial in a competitive sales environment.
5. Make collaboration easy for everyone involved
Deals aren’t won by individual contributors - they’re won by teams.
From legal and finance to C-level stakeholders, both internally and on the buyer’s side, many voices influence the outcome. Your e-signature solution should make collaboration easier, not harder.
Look for features that support mutual action plans, shared document access, and collaborative feedback.
With built-in version control and in-document communication, you reduce email back-and-forth and ensure alignment. Everyone stays informed and on track, with fewer delays and greater accountability at each step.
6. Track what’s working - and what’s not
Improving your sales performance depends on knowing what’s moving the needle…
…and what’s holding you back.
Without visibility into buyer engagement or content effectiveness, you’re operating on guesswork. The right e-signature solution provides you with analytics that go far beyond who signed and when.
Gain instant visibility into active deals, improving forecasting and prioritization. Real-time insights let you address potential issues proactively, so nothing falls through the cracks.
This kind of visibility helps you coach more effectively, refine your messaging, and prioritize high-impact content.
When you understand the full story behind every signature, you can optimize your process and improve win rates with clarity and confidence.
7. Ensure scalability, security, and compliance
E-signature software must grow with your business and protect it along the way.
As your team scales, deals increase in volume and complexity, and regulatory requirements become more demanding. Your platform must handle it all securely and compliantly.
Look for enterprise-grade standards such as:
- SOC 2 Type II compliance for data security
- GDPR and HIPAA readiness to meet regional and industry-specific regulations
- Role-based access control to manage internal visibility
- Audit trails to track every action and change
- Encryption in transit and at rest for data protection
- Qualified Electronic Signature (QES) support for legally binding signatures in the EU under eIDAS
Your e-signature solution must be as secure and flexible as the deals you’re closing.
E-signature software buyer’s checklistBefore you commit to a solution, make sure your e-signature platform checks all the right boxes:
If you can tick these boxes, you’re well on your way to improving your sales process from manual to modern. |
Conclusion
When chosen wisely, e-signature software removes roadblocks, improves the buyer experience, and accelerates your entire sales motion.
But the impact goes deeper than functionality.
The right solution aligns your sales process with how today’s buyers want to buy: digitally, collaboratively, and without unnecessary friction.
When your team is equipped with e-signature technology, they’re not just closing deals faster - they’re closing them better.
Ready to empower your sales team with a solution built for modern selling?
GetAccept is a fully integrated platform that combines e-signature, buyer engagement, deal tracking, and automation - supporting every stage of the sales journey, from first touch to final signature.
