Article
Set up e-signatures and contracts
Configure digital signing tools and contract templates that make the legal step fast and painless for both sides.
Summary
This lesson covers how to set up a professional e-signature and contract process that removes friction from the final step of closing. You will learn how to choose the right tools, create reusable contract templates, and design a signing workflow that makes it easy for prospects to say yes.
Friction in the signing process kills momentum. If your prospect has to print, scan, or chase internal approvals through email chains, you are giving them time to reconsider. This chapter shows you how to set up e-signature tools and contract templates that make signing quick and simple. You will learn how to create reusable contract templates, configure signing workflows, and integrate the process with your CRM so everything stays tracked.