Follow Up Spark vs. DocuSign & Dropbox
I'm super excited to show you a new feature in Follow Up Spark that will revolutionize how you manage documents and contracts.
Why Follow Up Spark is a Game Changer
Gone are the days when you needed multiple platforms to manage your contracts and documents. Follow Up Spark brings everything under one roof, eliminating the need for DocuSign, Google Drive, Dropbox, and even Word documents. Let’s dive into the nitty-gritty details to show you how this works.
Step-by-Step Guide to Accessing Documents and Contracts
To get started, you'll need to navigate through your browser window. Here's how:
Open the Browser Window:
Go to the left-hand side.
Click on the Payments tab.
Access Payment Tab:
Here, you’ll find your invoices, documents and contracts, orders, subscriptions, and more.
Once you're in the Documents and Contracts section, this is where you should be sending all your proposals and any contracts that need signatures. It’s straightforward to upload or create new documents from scratch.
The Magic of Built-In eSignatures
Forget about needing separate online signature platforms. Follow Up Spark includes built-in eSignatures for free, tied to your contacts, making your CRM super-organized.
For instance, when you send a contract:
Select Product: Choose which product you’re selling.
Assign Amount: Add the cost, and the client can sign online.
How to Work with Documents
When you open a contract, you’ll see all the information pulled from the contact records right into the document.
Example: A contract for hypnosis show services will automatically populate with the relevant details from the contact record. This automation ensures accuracy and saves time.
Managing and Customizing Contracts
Here’s a detailed look at some of the handy features you can utilize:
View and Clone:
Click the three dots to view or clone the contract.
Download as PDF:
For those who prefer a printable version.
Create Templates:
From existing contracts to streamline your process.
Instant Sharing:
Copy the link and send it directly to clients for signature.
The Revolutionary Document History Feature
One of the standout features is the Document History. This feature allows you to track every action taken on a document, from the initial clone to the final client signature.
Here’s what you can track:
Cloning and Updates: Know when a document was cloned and updated.
Sending: Details of when and how the document was sent.
Viewing: Monitor how many times the document was viewed.
Signing: See exactly when each party signed the document.
Creating and Customizing Templates
Follow Up Spark makes it incredibly easy to create and use templates for your documents and contracts. Here’s a step-by-step process:
Create New Document:
From a chosen template.
Customize Fields:
Assign client information and add items to your proposal.
Add Products or Services:
Choose from a list of products and set prices.
Discounts and Payment Plans:
Offer discounts and set up payment plans if needed.
Enhancing Client Interaction
Follow Up Spark also allows for a more interactive client experience:
Sequential Email Signatures: Set the order of signing.
Personalized Contacts: Easily assign contacts to documents.
Multiple Payment Options: Offer one-time or monthly payments.
These features ensure that your clients are not only engaged but also find the process seamless and convenient.
Conclusion
Follow Up Spark is more than just an alternative to DocuSign and Dropbox; it's a comprehensive platform that simplifies document and contract management. With built-in eSignature, customizable templates, detailed document history, and interactive client features, it’s time you made the switch.
By centralizing all your document needs, Follow Up Spark makes your workflow efficient, saves time, and enhances client experience. Whether you’re sending proposals, managing contracts, or handling payments, Follow Up Spark has got you covered.
So, what are you waiting for? Start utilizing these features today and transform the way you manage documents and contracts!
Thanks for reading, and happy document managing with Follow Up Spark!
Feel free to share your thoughts and experiences in the comments below. Don’t forget to subscribe for more updates and tips on making the most out of Follow Up Spark!
