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Document Signing
Close Instantly with Legally Valid Electronic Signatures
Get 40% faster turnaround time and save hours (sometimes days) of waiting. Electronic signatures are built into Docsketch in an intuitive way that’s easy for everyone to use. Avoid the slow and frustrating process of printing, signing, and faxing/emailing back. Document recipients can view, approve, and sign your documents right away.
Document Tracking
Get Insights to Close More Deals from Presentations to Closing Contracts
Know exactly when and how every one of your sales documents gets viewed. Easily share and track presentations, statements of work, and other read-only documents. Fillable documents like contracts and proposals also automatically get this level of tracking. You'll see page-by-page analytics so you know when you should follow up, how to improve your documents, and which pages were skipped or ignored.
Templates
Quickly Reuse and Resend Your Most Common Documents
Turn any sales document into a template to quickly find it and resend it to anyone. Once you've turned a document into a template, you can access it from anywhere online. For fillable/signable documents, recipients will be guided through the process of completing the document (so you get it back sooner). Tracking documents an also be turned into templates, for easy access and sending without having to dig through email or files on your computer.
Send as Sales Documents
Get Approvals for Proposals, Estimates, and Other Sales Documents
Some sales documents (like proposals, bids, and estimates) haven't been approved yet. You can enable the "Send as Sales Document" feature to get these types of documents approved. Once recipients are ready for the next step, they click on the "Approve" button and then are guided through completing and signing everything.
Document Workflows
Get Multiple People to Complete and/or Sign Documents in Any Order
Document workflows let you choose whether to get everyone to complete your documents at once, or one-by-one in a specific order. When you need people to sign in a specific order, each person automatically gets notified when it's their turn. You'll know exactly who still needs to complete the document, and all recipients will get the completed document once everyone is done.
Audit Report
Have a Legal Record of Everything That Happened With a Document
Docsketch is compliant with U.S. and international e-signature laws. Identifiable information is recorded and used create an audit log of the electronic signature (and document changes). An audit report is viewable both within Docsketch and on an audit page attached to the end of your documents. Signed documents are archived and protected from further changes; they're as legally valid as pen-and-paper documents.