What is Integrated E-Signature and who benefits most from using it?
Integrated E-Signature is a feature on the Hoop platform designed to enable secure digital signing of documents directly within the quote and deal workflow. This tool is essential for sales teams and commerce professionals who need to accelerate their deal closing process by eliminating the time spent on printing, scanning, and emailing documents.
It is particularly beneficial for businesses focused on speed and efficiency, allowing buyers to review and sign quotes in one sitting. Users receive instant status updates, and all signed records automatically attach to the relevant deals for full traceability. This streamlined experience reduces friction and helps companies close deals faster and more securely.
How does the Hoop platform ensure the e-signatures are legally binding and secure?
Hoop ensures the legal integrity of every e-signature through robust security measures and comprehensive audit trails. The platform utilizes encryption to protect document integrity throughout the entire signing process.
Every signed document preserves critical data points, which supports common digital signature regulations across various regions. These security measures include:
- Signed PDFs are stored securely on deals and contacts.
- Signer identity, including IP address, is captured and preserved.
- Timestamps are recorded for full traceability of the signing event.
- Comprehensive audit trails protect integrity and support compliance.
What are the key benefits of using Integrated E-Signature to accelerate time-to-sign?
This feature significantly accelerates the time it takes to get a document signed by introducing efficiency and urgency into the workflow. By combining pricing, terms, and the signature field onto a single page, Hoop removes unnecessary friction for the buyer.
You can leverage several tools to keep documents moving and reduce stalled documents:
- Reminders: Automated nudges are sent to prompt stakeholders who still need to sign the document.
- Expiry: You can set deadlines on quotes to drive urgency and provide clarity on deal timelines.
- Multi-signer: Define the specific order and roles for multiple signatories, which is crucial for complex deals.
On which Hoop pricing plans is the Integrated E-Signature feature available?
The Integrated E-Signature feature is available across multiple pricing tiers within the Hoop platform, ensuring accessibility for growing businesses and large enterprises alike. You can find this powerful feature included in the core, pro, and enterprise pricing plans.
The feature set remains consistent across these plans, focusing on delivering a seamless signing experience and automatic recordkeeping, regardless of your subscription level. This accessibility means that even teams on the core plan can benefit from secure, compliant, and accelerated contract execution immediately.
What is involved in the setup process and how quickly can teams see value?
Setting up Integrated E-Signature is straightforward and is designed for rapid deployment, allowing teams to realize value immediately. Since this feature is integrated directly into the Hoop platform, there are no complicated third-party integrations needed for basic functionality.
The setup involves configuring document templates that standardize recurring agreements. Once templates are ready, you can immediately begin delivering quotes that incorporate the e-signature capability. Teams quickly see value by eliminating manual steps, resulting in faster deal closures and a significant reduction in administrative time from day one.
How does Hoop help teams with coaching and optimizing the signing process?
Hoop provides valuable insights and analytics specifically focused on the e-signature workflow to help sales managers coach their teams and optimize performance. These insights transform raw data into actionable information, allowing you to identify process bottlenecks and refine strategies.
The platform tracks key metrics to ensure continuous improvement, including:
- View-to-sign conversion trends.
- Bottlenecks identified by document owner and stage.
- Data linking specific term changes to the final win rate.
By monitoring these trends, sales leaders can pinpoint areas where documents stall and provide targeted coaching to accelerate time-to-sign across the organization.
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