eSignature Document for Sales Teams Now
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Extensive suite of eSignature tools
Discover the easiest way to eSignature Document for Sales Teams Now with our powerful tools that go beyond eSignature. Sign documents and collect data, signatures, and payments from other parties from a single solution.
Robust integration and API capabilities
Enable the airSlate SignNow API and supercharge your workspace systems with eSignature tools. Streamline data routing and record updates with out-of-the-box integrations.
Advanced security and compliance
Set up your eSignature workflows while staying compliant with major eSignature, data protection, and eCommerce laws. Use airSlate SignNow to make every interaction with a document secure and compliant.
Various collaboration tools
Make communication and interaction within your team more transparent and effective. Accomplish more with minimal efforts on your side and add value to the business.
Enjoyable and stress-free signing experience
Delight your partners and employees with a straightforward way of signing documents. Make document approval flexible and precise.
Extensive support
Explore a range of video tutorials and guides on how to eSignature Document for Sales Teams Now. Get all the help you need from our dedicated support team.
How To Implement eSignature in SalesForce
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Make the signing process more streamlined and uniform
Take control of every aspect of the document execution process. eSign, send out for signature, manage, route, and save your documents in a single secure solution.
Add and collect signatures from anywhere
Let your customers and your team stay connected even when offline. Access airSlate SignNow to eSignature Document for Sales Teams Now from any platform or device: your laptop, mobile phone, or tablet.
Ensure error-free results with reusable templates
Templatize frequently used documents to save time and reduce the risk of common errors when sending out copies for signing.
Stay compliant and secure when eSigning
Use airSlate SignNow to eSignature Document for Sales Teams Now and ensure the integrity and security of your data at every step of the document execution cycle.
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Have your eSignature workflow up and running in minutes. Take advantage of numerous detailed guides and tutorials, or contact our dedicated support team to make the most out of the airSlate SignNow functionality.
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Integrate with a rich selection of productivity and data storage tools. Create a more encrypted and seamless signing experience with the airSlate SignNow API.
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FAQs
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What are electronic signatures used for?
The ETA does not contain a prescribed definition of what would be an ‘electronic signature’. Therefore, an electronic signature may take the form of an image of an individual’s handwritten signature, a typed name or a digital signature. There may be other forms as well. For example, the courts have held that a name appearing at the bottom of an email in normal typeface is a valid electronic signature.Section 9 of the ETA sets out three requirements for an electronic signature, being identification, reliability and consent:Identification is a question of fact, as the recipient must be able to identify the person signing (however, no formal verification of identity is required), and confirm that the person signing intends to be bound by the information communicated.Reliability is objectively determined by considering all the relevant circumstances and the purpose for which the electronic signature is required.Consent requires the counterparty to the document being electronically signed to agree to the signing party signing the document electronically. The case law demonstrates that this requirement is unlikely to require anything more than the counterparty using the chosen electronic mechanism, or engaging with the electronic execution process.To know more about Electronic signature visit at Digital Signature Devices, Software, Electronic Pads
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What is the best CRM for real estate agents? Must have integration with Google Contacts and Calendar and document management. It
The Best Real Estate& Marketing CRM is Zricks.comGlobal World Class NetworkJoin a committed group of real estate professionals (Agents, Freelancers, Builders and Developers) across India. Our comprehensive presence enables us to provide our partners with a unique combination of extensive global resources, network and technical expertise.CRM Support/DasboardEasy access to user-friendly Zricks Online CRM Dashboard. Monitor business performance, Leads Managment, Follow ups & Reports.Add, Capture & Manage LeadsCapture Leads on your Profile or Properties listed on our property portal. Get Email and SMS notifications simultaneously for every lead received on all your live inventories. Never miss any Lead or Sales Enquiries.Add & Filter Follow UpsAdd, Manage & Filter out your Leads with pre-defined follow ups in Zricks CRM Software. Keep track of your important leads which are on Calls and Site Visits through Follow-ups.Live your Inventory & Post unlimited property listings for FREEList unlimited residential and commercial properties for Sale/Rent. Post your Customer's property & save their confidential info in your account.Manage InventoryManage & Filter out your Inventory in CRM with pre-defined follow ups.Automated Matching between Leads & InventoryOffering faster conversion by Matching potential leads with property listings.Live your Customer's RequirementsShare & Post your Customer's requirements in Zricks CRM and Marketing Platform.TransparencyOur Real Estate CRM Support provides real time tracking of customer interactions and lead management. A complete tranparency is maintained from lead generation to lead conversion.Higher ProfitabilityEngage with your customers and manage potential customer relations through our user friendly CRM. Access to exclusive property deals & Offers right into Zricks CRM. Higher firm productivity leads to higher profitability.Syndicate your ListingsAuto push your property listings to international property platforms like Nestoria, Trovit, Mitula etc. in order to get maximum visibility and generate more verified and quality leads.Reports, Trends, Analytics & StatsLive MIS Performance tracking and reporting of leads and properties. Monitor real time activities right from your Zricks CRM Dashboard. Getting organised, systematic and consistent in customer follow-ups will help in closing more deals or transactions efficiently through us.Visit: Zricks.com
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How much do real estate agents spend on technology?
Bad ones? A LOT!Good ones? Not as much. The term Realtors is such a hard way to categorize a large group because there are full time, part time, and house wives that are licensed and sell their own house twice in a lifetime. (As well as everything in between).In Phoenix, the average full time realtor does one deal a month. Which is enough to live on. The new era of real estate sales is heading to the team model, or small business model. Many people I network with have the same problem, and I find the typical age for this problem is 40-50 approximately. Again, this is a generalization. But they all suffer from shiny-object syndrome. They see a shiny object, and they want it! This shiny object is the answer to all of their problems and whatever it costs they NEED it!Oh wait, look at that shiny object over THERE!I don't mean to be clinical, but people in all industries want an easy way out. There are no easy ways out. The important pieces of technology that a Realtor needs is:- smart phone- laptop computer- CRM (customer relations management software)- Knowledge about Facebook- Great sales skills. (Not tech, but just really important)New websites keep popping up promising tons of internet leads and easy sales with now work involved. And there is always a new CRM software out there slightly better than the one you are currently using. The problem is that switching over and learning new systems takes time. It's better to master an OK system that works for you than to try and re-learn new technology every 3-6 months. The old saying holds true: "If you want to make money in real estate, sell stuff to realtors."There are a lot of other apps and services you can add to the list above, like scanner apps so you can scan docs by taking a picture on your phone or e-signature apps so you can sign documents anywhere without printing. But if you are trying to make it in this business and are just getting started, set your budget first and then work backwards. Determine how much you are willing to spend each month on this crap, and then when you exceed it tough luck to the next one. Every quarter, reevaluate what is working, what you are using, and what you haven't used since the day you bought it and cut bait immediately. If not, your expenses will start to control you, instead of the other way around.
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Once you have agreed to give away shares in your company for a cash investment, what is the process now that follows in detail?
In rough chronological order by starting date (these overlap):Hire any attorneys, accountants, consultants, or others you need to help with the process.Decide on the parameters of the funding round: how much money, over what timeframe, from whom, single or multiple closings, etc.Find a lead investor, if the first investor is not. Finalize and summarize the terms of the proposed transaction on a term sheet, to be signed by both the company and the lead investor.Work with the lead investor and others, AngelList, demo days, lots of meetings, etc. to find follow-on investors as needed to complete the round.Work through the capitalization in detail: all shares, warrants, notes, a truing-up of the option plan, any side agreements, rights of first refusal, and so on, to finalize the pre and post-money capitalization, and an exact price per share and number of shares for each investor.Company (or less often, lead investor), through lawyers, draws up the long form of the definitive transaction documents based on either the law firm's house forms or an agreed-to public document set (e.g. Series Seed, or National Venture Capital Association). A typical set includes: (i) the Series A Convertible Preferred Stock Purchase Agreement with a Schedule of Purchasers and a Schedule of Exceptions (to the reps and warranties, see below) attached, (ii) an Amended Certificate of Incorporation to be filed in Delaware reflecting the attributes and rights of the newly created class of preferred stock, (iii) a Right of First Refusal and Co-Sale Agreement (buy-sell agreement) with respect to investors rights to participate in sales by key founding shareholders, (iv) a Voting Agreement to enforce investor board seats and other governance provisions, and (v) an Investor Rights Agreement pertaining to public offerings, information rights, protective provisions (i.e. veto rights, also contained in part in the Amended Certificate).Company lawyers extract a list of due diligence items based on the "Company Representations and Warranties" section of the Stock Purchase Agreement, and interview company executives in detail about whether the company can make those representations or not. Company lawyers review the company's capitalization, employment documents, and other documents in detail as a double-check to make sure the representations and warranties are correct.Based on the interviews and reviews, the lawyers recommend potentially extensive corporate clean-up to make the books and records clean and as represented to investors.In the alternative, certain items that are not or cannot be cleaned up, or would cost too much or take too long, or are not deal-killers, must be disclosed to investors via the Schedule of Exceptions attached to the Stock Purchase Agreement.The Schedule of Exceptions serves as a final legal due diligence opportunity for the investors to see the company in fine detail, items that normally are not covered in pre term sheet business / market or technical due diligence. There are often other due diligence disclosure items specified in the Stock Purchase Agreement, and informal last minute due diligence requests from the investors.In addition to clean-up, there are usually investor-mandated changes to things like founder vesting schedules, employment agreements, capitalization, and so on.One of the most frequent changes required is the adoption of an option plan and the reservation of additional shares to "true up" the plan to a set percentage of the company's post-funding capitalization.There is often extensive negotiation over the wording of the transaction documents, how much clean-up and restructuring the investors will demand, and possibly some renegotiation of to terms now that investors know what is really going on.When the deal is close, company lawyers will prepare and get signatures on a bunch of secondary transaction documents such as a secretary's and officer's certificate that things are as disclosed.Two of the most important secondary steps are obtaining Board Consent and Shareholder Consent for the final transaction documents, and for any clean-up and other steps being taken. Depending on the setup, consent of other parties (an accelerator, an earlier investor) is needed and/or offering them participation rights in the round.For purposes of securities compliance: potentially filing state and federal forms, obtaining an investor attestation and questionnaire with contact information and to promise accredited investor status (or under public solicitation rules, a certification of accredited status from third parties), and lesser-known anti-terrorism and anti-money laundering promises generally contained as investor representations in the purchase agreement.Once the company and lead investor, and their lawyers, are satisfied that everything is in place, they sign the transaction documents, and then circulate the documents for signature by all of the follow-on investors.Sometimes some of steps 10, 12, 14, 16, 17, and 18 have not been finalized yet, so they get done shortly after signing, as conditions to closing.If there are any convertible notes to convert, or other conversions or steps required by the transaction, those happen at or immediately before Closing.Once the documents are signed and all closing conditions have been met (or waived), there is a Closing.At the Closing (which is more of a fictitious metaphysical virtual event these days, not an actual occurrence at a specific time and place), the investors Wire their funds directly to the company, or less commonly, to a law firm or escrow. Typically the lawyers, accountants, etc., get paid at this point.Also at closing the company prints share certificates, or more likely, signs up on e-Shares or agrees with the investors "let's not and say we did".Wrangling investors to complete steps 19 (signing) and 23 (funding) can be a time-consuming job. Sometimes the round is not full on first closing, or investors are late or drop off on fulfilling their commitments. By design or circumstance there are often follow-on closings of more investors until the round is finished.Finally, the company and its lawyers prepare a closing binder. It used to be an actual leather-bound deal book with copies of all of the documents, and then a CD-ROM. Now it is typically a zip-file, DropBox folder, or the like. Every investor gets a copy, and the company, so everyone knows exactly what the deal was.Other post-closing steps include updating the company's cap table, shareholder ledger, balance sheet.Now that the funding is done, the company carries on in a funded company way. That could mean actual live board meetings, preparing regular financial statements and investor updates, preparing real budgets, building out the product, sales, marketing, hiring and executing on the plan pitched to investors, issuing options to the new employees, and so on.This is all from a lawyer's perspective. From the CEO's perspective most of this is just details that they pay the lawyers to do — half or more of the CEO's time before and during the process is spent on fundraising activities that are opaque to everyone else: pitches, trips, meetings, conference calls, dinners, back-slapping, boat trips, morale building.Also, this is from an American venture-tech point of view with angel and VC funders. If you asked about investing in a sports team or hotel chain, the steps would be different in form and procedure but would cover most of the same underlying substance. Private equity / investment bank closings are more complicated, but with a lot of detail handled by bankers rather than lawyers. Small operations like a restaurant investment are a lot simper.Fun fact: I did all this from memory, just typed it in. This sounds like a lot to remember but you've done a dozen of these it all makes sense.
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As a startup founder of three years our legal housekeeping is a bit of mess, how can I best setup a system to organize and track
As a startup founder of three years myself, I can relate to how legal housekeeping can be messy. Once a year, I have our own lawyers go through and do an audit of all of our legal paperwork (which costs a couple thousand dollars to be extremely thorough, but it’s worth it). Luckily, there are now many ways to easily manage and track all of your legal, financial, and HR documents via third-party sites that specialize in these management proceedings. I wrote a blog post about this awhile back titled “5 Ways to Save Time Dealing With Documents” which highlights certain sites that can be very beneficial depending on what paperwork you’d like to track or manage. They are as follows:1. GroupDocsGroupDocs is a new, comprehensive online service for document creation and management. It has multiple features, including a viewer for reading documents in your browser, an electronic signature service, an online document converter, a document assembly service, a feature for comparing different versions of a document, and an annotation feature. An individual plan is $10 per month for limited storage and 500 documents, while a group plan for up to 9 people is $19 per user per month. Based on the number of features and pricing, GroupDoc is a good-value purchase for a small business. As you’ll see below, GroupDocs can be cheaper than a service that offers only one such feature.2. signNowWhen you’re closing a deal and need to get documents signed, the last thing you need is a slow turnaround due to fax machine problems or the postal service. The solution is to use an electronic signature service such as signNow, which is one of the most popular e-signature companies in the world. This service allows you to email your documents to the person whose signature you need. Next, the recipient undergoes a simply e-signing process, and then signNow alerts you when the process is completed. Finally, signNow electronically stores the documents, which are accessible at any time. As a result, you can easily track the progress of the signature process and create an audit trail of your documents. The “Professional” plan is recommended for sole proprietors and freelancers, and costs $180 per year ($15 per month) for up to 50 requested signatures per month. The “Workgroup” plan is geared towards teams and businesses, and it costs $240 per user per year ($20 per month per user), for unlimited requested signatures.3. signNowsignNow is another e-signature service. Similar to signNow, signNow allows you to upload a PDF file, MS Word file or web application document. Next, you can edit the document, such as by adding initials boxes or tabs, and then email them out for signatures. Once recipients e-sign the document, signNow notifies you and archives the document. signNow offers low rates for these services: a 1-person annual plan with unlimited document sending costs $11 per month. An annual plan for 10 senders with unlimited document sending costs only $39 per month.4. ExariExari is a document assembly and contract management service that assists in automating high-volume business documents, such as sales agreements or NDAs. First, the document assembly service allows authors to create automated document templates. No technical knowledge is required; most authors are business analysts and lawyers. Authors have a variety of options for customizing documents, such as fill-in-the-blank fields, optional clauses, and dynamic updating of topic headings. They also can add questions that the end user must answer. Once you send out the document, the user answers the questionnaire, and Exari uses that data to customize the document. Next, the contract management feature allows you to store and track both the templates and the signed documents. Pricing is based on the size and scope of your planned implementation, so visit their website for more information.5. FillanyPDFIt’s a hassle having to print out PDF forms in order to complete them. Fortunately, FillanyPDF is a service that allows you to edit, fill out and send any PDFs, while entirely online. This “Fill & Sign” plan costs $5 per month, or $50 per year. If you subscribe to the “Professional” plan, you can also create fillable PDFs using your own documents. With this service, any PDF, JPG or GIF file becomes fillable when you upload it to the site. You can modify a form using white-out, redaction and drawing tools. Then, you can email a link to your users, who can fill out and e-sign your form on the website. FillanyPDF also allows you to track who filled out your forms, and no downloads are necessary to access these services. The “Professional” plan costs $49 per month, or $490 per year.Switching firms can be a hassle. As a former startup attorney, I have a bit of advice about finding the right attorney for your business: it’s best to focus on the specific attorney you’ll be working with. He or she should have a solid understanding of the ins and outs of your business industry, a deep knowledge of the legal issues your startup may face, and previous work experience with startups to ensure a quality and efficient work product. This is absolutely key when matching our startup clients at UpCounsel to attorneys on our platform who can perform their legal work and hash out their legal projects in a timely manner. We also allow clients to store any and all of their legal documents directly on UpCounsel so they don’t have to go searching in alternative places for the correct paperwork. It’s proven to be a free and lightweight way to store legal documents that our clients love. Here's what it looks like:As I’ve mentioned, it’s more important to find the right attorney as opposed to the right law firm. And seeing as you’re a startup, our own startup clients typically save an average of 50-60% on their legal work, since the attorneys don't include overhead fees (a.k.a. the fees included for doing business with the firm itself) in their invoices.Hope this gives you a deeper look into what other sites and services are out there. If you have any questions or would like more information on how best to handle your legal housekeeping/ attorney matters, feel free to signNow out to me directly. As a former startup attorney at Latham & Watkins, I’d be happy to give you some guidance.
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Which CRM is better for insurance company with a lots of request, SUGAR or vTiger?
Both Sugar and vTiger are good, but I would suggest a better one - Agile CRM as our team has been using it for over a year now and are quite happy with it.Have your tried Agile CRM as a better alternative to Sugar CRM?Have your tried Agile CRM as a better alternative to vTiger?Especially, if you are a insurance company with a lot of requests, then you would these features provided by Agile CRM -Contact management - All your contacts in one place, accessible by all, with actionable data updated in real time. All these contacts have data aasociated with them like Policy data, Cashless hospitability, Claims Management, Pre-Auth, Reimbursement, Network providers data, Annuity Plans, Age limits, Assignment, Beneficiary, Coverage, Day of Grace, Death Benefit, Deferment Period, Endowment Policy, Exclusions, Fiduciary, Insurable Interest, Insurability, Lapsed Policy, Maturity, Maturity Claim, Misrepresentation, Moral Hazard, Nomination, Premium, Reinstatement, Salary Saving Scheme, Surrender Value, Survival Benefit, Vesting Age. All of this can be easily maintained, uploaded quickly and accessed from anywhere using a CRM like Agile CRM.Push Notifications - To get real-time notification for emails, tasks, new contacts and more on desktops and mobile devices.Inbox Sales CRM - Instead of switching from different applications which can cumbersome and time-consuming, use Agile CRM’s inbox sales CRM to fully manage your email communications from within your system. It provides - email integration, 3rd party email access, mobile accessibility, full access to email history.Contact - Timeline Management - Visual contact timelines display complete histories of contact activity, including emails exchanged, content viewed, social updates and more. This visual representation lets you maintain constant insight into the entire activity history of a contact.Call Center functionality - This helps your customer support team with powerful tools to close tickets faster, ensure customers are successful using your product.e-Documents and Proposals - To streamline your document management and signature process with e-Docs and proposals.e-Document Signing - To fasten and streamline your contract and document signing process.Deals - Being an insurance broker, deals are at the heart of your sales process. Agile CRM includes next-gen tools to make every opportunity a success. Get ready to create multiple deal tracks with custom milestones, trigger automatic follow-ups, get real-time metrics and predict future revenue. Whether you're an awesome team of one or a dynamic group of 50+ sales pros, Agile CRM provides a customizable sales platform for clearer insights, repeatable results, and smarter sales force automation.Project Management - This helps you in consistent messaging, avoiding data leaks and ensuring that both the departments are in sync with the tasks and timelines. The goal is to manage projects with no team working in isolation. With the use of Agile’s streamlined drag-and-drop project management tool, it’s easy to manage tasks between your sales and marketing teams. The project management software encompasses different options to check and track the status of your projects.Appointment Scheduling - To put your calendar online and let your leads/clients schedule appointments.OTRS is good option too handle customer requests as it is a ticketing tool. But we chose chose Agile CRM over the Sugar, OTRS and vTiger for its various quality, necessary features for sales, marketing and support on a single platform.Hope this helps! :)
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What are some great tools to use for sales prospecting?
I think that we all agree that the days of manual prospecting are long gone. If you automate your prospecting efforts you can save a lot of time and money, and streamline your whole sales process. But, since there are lots of prospecting tools in the market, it can be hard to figure out which ones are good and which ones you should avoid.I’ll give you a couple of suggestions based on the tools I used.Email Hunter is a decent little program that can extract a list of every single one company email. All you need to enter is a company domain, and you will soon be able to email any person from a company. You can use either its dedicated Chrome plugin, or you can do your search by means of their browser version. This program can come in really handy if you want to find the email of a particular decision maker and get in touch with them directly.HeadsignNow is another interesting tool that offers more options than Email Hunter as it has some advanced search features. This means that you can search prospects based on various criteria such as name, company, title, or website. You can also expect to find your prospects’ social media handles and memorize your search logs.Autoklose isn’t your average prospecting tool, mainly because it offers much more. It’s actually a sales automation platform that can dramatically speed up your sales cycle, and prospecting is just one of the weapons in its arsenal. Apart from automating your prospecting efforts and saving you a tremendous amount of time, Autoklose will make your job and life easier by automating your email marketing efforts, amplifying your follow-ups, providing you with detailed campaign stats and metrics, and streamlining numerous dull, repetitive tasks that have to be done during the sales process.When it comes to prospecting, Autoklose allows you several powerful methods of filling your funnel with quality leads.Upload your own reliable contacts from .CSV files and Autoklose will import the information in the database so that you can make lists according to various parameters, and additionally segment them in order to create customized outsignNow campaigns and improve your open and click-through rates;Connect your Salesforce account and sync the data with Autoklose thus growing your internal database. What’s great about this platform is that it prevents you from sending the same email to the same person twice;Gain access to a huge B2B leads database and find prospects from virtually any industry. I was impressed with the abundance of prospects that I could actually contact. This database is managed by Autoklose’s reliable third-party providers, and it’s absolutely clean and packed with verified, complete, and updated contact information.It’s clear that Autoklose gives you a plenty of prospecting options, and the fact that you can search for your potential customers by using different parameters makes it in a way similar to HeadsignNow, but one of the main and most important differences is that Autoklose provides you with validated data which undergoes a meticulous 50-point data-scrub, meaning that every missing field is filled in, and every email, phone number, address, and job title is checked both manually and through the proprietary technology. To cut the long story short, Autoklose keeps you covered and gives your prospecting a big boost.
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What does an information technology lawyer do?
That is not a term I have see used in real life.I offer the following from HG.org on Information Technology Law:What is Information Technology Law?Information technology law provides the legal framework for collecting, storing, and disseminating electronic information in the global marketplace. Attorneys practicing in this area of the law represent individuals and businesses from all different industries. They help structure information technology transactions in a way that maximizes the client’s economic benefit while ensuring regulatory compliance. A great deal of emphasis is also placed on anticipating potential sources of dispute between the parties to a transaction, and crafting agreements that address these concerns, thereby reducing the risk of litigation.When disputes arise in the field of information technology that cannot be resolved outside of the court system, a lawyer specializing in these types of cases can prove a powerful advocate compared to a general legal practitioner. Information technology law firms tend to hire lawyers with practical experience working in the industry prior to entering the legal profession. With such a background, a lawyer is more effective at explaining technical concepts to a judge or jury, and he or she will likely have contacts within the industry that make finding consultants and expert witnesses less difficult. Clearly, information technology law is a niche practice. Those looking to hire an attorney should bear this in mind.Software Licensing IssuesBusinesses often change or update their operating software in an effort to keep pace with technology. Switching software programs can lead to greater profitability, but it can also present any number of legal pitfalls for unsuspecting business managers. For example, a typical software licensing contract will contain provisions relating to performance warranties, installation and troubleshooting, user training, limited liability and indemnification of the vendor, infringement disclaimers, payment and finance terms, and more. Despite the complexity of these agreements, some software company representatives purposefully wait to provide a copy until shortly before the sale closes.Owners and managers who find themselves presented with a licensing agreement that they do not completely understand should resist pressure from the sales representative to sign the document with little or no time for meaningful review. Any “deadline” imposed by the vendor is likely nothing more than a high pressure sales tactic. There is simply too much at stake in the event the software fails to meet the needs of the business. The wisest course of action is to demand additional time, and hire an information technology attorney to analyze the contract and to point out terms that should be negotiated.Data Privacy and SecurityMuch of the litigation that occurs in the field of information technology results from enterprises failing to keep customer and employee information secure. Now that it is primarily stored in digital format, sensitive information is susceptible to theft on a scale unimaginable in previous generations. Hackers and other cyber criminals routinely target financial institutions, e-commerce websites, and ordinary businesses, sometimes gaining access to thousands of customers’ data all at once. This can lead to various legal claims, from government enforcement actions to class action consumer lawsuits.Companies that have any presence on the internet should act proactively to avoid these problems. Information technology lawyers are available to audit security systems and policies, and to recommend any necessary changes. If a bsignNow has already occurred, an experienced legal team can represent companies in investigations by the FTC or state attorneys general, and defend against civil litigation brought by private parties. Data privacy and security issues can arise at any time. To succeed in today’s business environment, it is critical to stay ahead of the curve and make safeguarding digital information a priority.Electronic Signature LawsAnother growing area of concern for many businesses involves electronic signatures. Like digital storage, electronic signature software has the potential to dramatically streamline operations for businesses willing to embrace new technology. At the same time, care must be taken to avoid compromising sensitive customer data and/or violating government regulations on the subject. With respect to electronic signature laws, business owners should be aware of at least the following two pieces of legislation: the Uniform Electronic Transactions Act (UETA), and the Electronic Signatures in Global and National Commerce Act (ESIGN).Nearly every state has adopted UETA in some form, while ESIGN was passed at the federal level. Together, these laws allow companies to replace traditional paper signature documents with electronic forms. Customers can agree to contractual terms with the click of a computer mouse, speeding up the turnaround time for a transaction considerably. However, UETA and ESIGN require businesses that use electronic signatures to comply with rules relating to customer consent disclosures, record retention, and document reproduction capabilities. Again, engaging an attorney to conduct a compliance review in this area is highly recommended.
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What is the best CRM for insurance brokers?
A pure customer relationship management (CRM) system won’t have many of the features and functions that a broker management systems include in an out of the box implementation.If you only need the ability to track specific contact, sales and services information about the clients of the brokerage, a product like Salesforce or Microsoft Dynamics will be very powerful and flexible.However, if your intent is to maintain policy information for your clients, track accounting information, exchange data with insurance companies, then a dedicated broker management system is more appropriate.It isn’t that a ‘pure’ CRM system can’t be customized, it is just that the effort may be cost prohibitive. Are you in the software development business, or the insurance business?The appropriate broker management system for you will depend upon a number of factors including the size of your operation, need for multilingual support, and territory of operation.
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Frequently asked questions
How do i add an electronic signature to a word document?
When a client enters information (such as a password) into the online form on , the information is encrypted so the client cannot see it. An authorized representative for the client, called a "Doe Representative," must enter the information into the "Signature" field to complete the signature.
How to scan and save an electronic signature?
It's pretty much the same process that you're going to do to save a photo and you can see it at There's a lot of different scanning options like QR-code, Barcode, QR-codes, Secure Socket Layer, Secure Web, QR-codes and Secure Web.
How much does it cost to get my signature saved?
Once you have a secure online profile you can pay using PayPal with a credit card of your choice or pay with Bitcoin, Litecoin, etc. Once the payment goes through, we get the payment request and we can immediately start the signature verification process.
Do I need an SSL certificate?
As a general rule, yes. SSL certificates, or SSL certificates are used to encrypt traffic and it's a standard on the Web. The problem is that the certificate is a public key certificate. The certificate is used by browser to make sure no one can intercept any of the data. You should have an SSL certificate to be sure nothing can spy on what your online identity does or is doing.
When you create an email address and start a profile with email, you need to use a SSL certificate or the email could be intercepted. We also require a valid SSL certificate for the secure login form.
I've already got a valid SSL certificate for my domain name. Will I still need one for this website?
No. Our SSL server certificate is only to protect you and no one else can intercept your identity.
Do I have to create an account to start using the service?
To begin scanning and saving your signature we just need to know the email a...
How to do a reusable electronic signature?
If you are using an old printer that doesn't have the option to print a digital signature, or a scanner that only allows you to print the first two numbers, you may have to use an Arduino or Raspberry Pi to create the signature from scratch. Here's how:
1. Install Arduino
If I was to write this tutorial, I would've written it from scratch. The Arduino IDE is free and open source. It can be downloaded from the Arduino website and the download page has instructions on how to install it.
Arduino is a wonderful tool for creating electronic circuits, as well as making electronic circuits out of electronic parts. The Arduino website has a section in the software downloads that has the Arduino IDE installed for free (although you can pay to get a pro version of the IDE which has more features). Download the Arduino IDE, follow the instructions on the page, download the latest Arduino software package (.zip) and unzip it.
2. Install the USB Drivers
If you are using an older version of Windows, it may not have the USB drivers needed for the Arduino IDE. Download the USB drivers for your version of Windows and install them as necessary.
3. Download the Arduino software package from the Arduino website
The Arduino software package is a zip file which has the .zip file inside of it. Unzip that zip file and copy the contents of this archive to any location on your computer.
4. Create a new software project
To create a new project, click File – New – Project.
You'll be asked to...
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