Help Me With Electronic signature PDF for Sales Teams
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FAQs
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Quoteroller v. Proposable?
Quote RollerWhen your agency needs to send professional quotes, containing extremely important information (for both our company and the respective client) as quickly as possible. Quote Roller is absolutely amazing at how efficiently it's helped me, and the account managers whom I manage send professional quotes out to interested clients in the quickest way possible.ProsIt is extremely user-friendly and contains everything needed to send professional quotes.The saving of companies' details is extremely helpful for follow up quotes.The line items (in Pricing) and saving certain quotes as templates are extremely helpful.The analytics, in seeing how many proposals were accepted vs those declined, etc is great.The follow-up option with proposals that have been sent but not read or responded to is amazing (This lead me to close many proposals).ConsIt doesn't save on-the-fly meaning that if I click back by accident I lose all the changes that I've made.It's difficult to add PDFs to the actual quote (inside of the sections) as they only get added as items to be downloaded.There aren't many tutorials on how to be more efficient at creating templates etc. I had to figure it all out myself.Quote Roller could be used by every sales person and account manager either selling or upselling to clients. It makes the process of putting together an extremely detailed and formal proposal extremely easy. It has saved me an unbelievable amount of time and continually impresses prospective clients. It's helped me send proposals extremely quickly, tweak proposals that I've already sent and then monitor the proposals that I've sent out.ProposableThose involved with business development use Proposable on a daily basis to draft, revise, and finalize statements of work with new and existing clients. Our account management team also uses Proposable to keep track of project scope, compensation, and deliverable timing. Proposable serves as our SOW pipeline as well as a repository active and expired contracts between our agency and clients.ProsProposal templates cut down on unbillable time spent writing, revising, and executing proposals.The electronic signature for the agreement is integrated into the statement of work, eliminating the need for multiple platforms and streamlining the deal closing process.Provides internal visibility into pending and existing deals to those on the team who we grant access. This eliminates a lot of emails and questions about scope, compensation, and timing.The selectable checkbox feature allows the client to select only the services they want, which reduces the need for revisions while clarifying the full range of offerings we provide.ConsThe text editor is slow, buggy, and the Achilles heel of the Proposable platform. It got worse with the launch of their new UI.The new interface was launched way before it was ready for prime-time. As a result, there are still quite a few bugs Proposable has yet to fix. Once you upgrade to the new interface, you can't go back.It's not uncommon to have sections of a proposal disappear entirely from the PDF version.Depending on the browser, formatting can be far different than the creator intended.Great for smaller agencies, or larger ones who can integrate a more robust CMS with deal pipeline functionality. It's a great stand-alone proposal generation product with an integrated docu-sign like functionality.For larger agencies or service providers, this would not be a suitable replacement for a CMS as it's not designed to be one.Recently I have stumbled across signNow Software which happens to be also an amazing choice when it comes to Sales Proposal Automation Software. You should definitely check them out.
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What are some must have Android apps?
Edit: I wrote this answer for “must have Android apps” but these are same apps which have changed the way I used to live my life. Each and every App has helped me in one or the other way. I hope you will also find them helpful and a bit life changing. So here is the list: 10. Psiphon For those who use WiFi with proxy settings. So Psiphon bypasses and tunnel the websites or app through a different IP Address. 9. Mirror It's a simple app to record your mobile screen. Based on the concept of CamStudio in PC where you can record your screen, Mirror offers recording of your Mobile screen. 8. NTES- National Train Enquiry System If you are from India and you want to know the running status, cancelled train (partial or fully), Live Station and other features, this App is a must have. 7. VOLT Simple but effective for those who want to learn new vocabulary. That's too obvious, then why not others? Coz here you get the “memory key” which helps you relate the words and easier to remember them. 6. Parchi It a note making app. But here’s a catch. You can view, review, edit and add right from your lockscreen without need to open the app. Isn't that amazing! I personally find this app very useful. 5. edX If you are student or a learner who wants learn something new everyday, and cannot afford to go in the prestigious institutions like MIT, Harvard University, Cambridge, IITM, etc ten it is a must have app. Enroll yourself in any course and Bazinga!! You are ready to learn from the most amazing professors. Similar to edX, we have Coursera. 4. Walnut Manage your expenses on your finger tips. Its easier then that. It shows you your monthly expenditure, ATM locations, bill remainders and many more features. Its a must have app. 3. CamScanner Everyone doesn’t own a scanner but most of us have camera. So click the pic, upload to CamScanner and voila you are done. You have the scanned copy of your documents, notes, Marksheet and upload them on your DigiLocker. 2. inshorts Till now you all must be knowing this app. The tagline is also simple “News in 60 words” and trust me it is worth having. In this “I don't have time” world, you need news to be fast and accurate so here it is. 1. DigiLocker If you have this app then you don’t need to carry your personal documents like driving license, Adhar card, voter ID card, or even your Marksheets. Keep them safe in actual locker and leave the rest to your DigiLocker. And the best part is that it is acceptable as the original ones at every governmental or non governmental institution because it is developed under Digital India initiative. That's it for the day. Thank you and Enjoy !!! Update 1: Today I came across two new apps which I found useful. Hope it would help you all. 1.Forest : Stay focused Features • A self-motivated and interesting way to help you beat phone addiction • Stay focused and get more things done • Share your forest and compete with friends • Track your history in a simple and pleasant way • Earn reward and unlock more tree species • Customize your whitelist : Leaving Forest and using apps in whitelist won’t kill your tree. 2. Swachh Bharat Toilet Locator Swachh Bharat Toilet Locator is specifically useful for Indians who're committed for Swachh Bharat. Update 2: So I am back with yet another interesting app for you all. And trust me it is worth hanving. You are bored just go through it and kaboooom !!! You are into a black hole. Enjoy the ride. 3. Curiosity It is the latest app I installed but got addicted to it. It’s exactly works like its name, generates a curiosity which inturn increases your knowledge. It covers a large field of scope from Humanity to science to faith and many more. This app deserves more snapshots but why to increase the length of my answer. Comment below if you think the list should be updated? Thank you.
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Which is the best software/tool for measuring employee engagement?
What is employee engagement?Engagement is an important HR variable in any organization, large or small. It is a workplace approach that aims to make employees feel more connected and committed to the organization. That, in turn, boosts employee’s enthusiasm to deliver their best each day.What is the need for employee engagement?An engaged employee leads to better business outcomes. But there is more. The more engaged employees feel, the more effort they put forward and the more likely they are to stay with the organization. As a result, here’s what the organization will receive:Higher emplo...
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What are good marketing strategies for a small business?
I’ve utilized 11 different marketing strategies for each of my businesses, and I know that each of them will still be relevant from 2018 and onwards. This answer is quite long, so I’ve also included a TL;DR, that way you can pick what you want to read more about.Most of these marketing strategies will create viable growth for any organization, and are worth trying for at least a month.However, before I list them, I feel the need to make one thing abundantly clear:No matter what anyone tells you, there is no one-size-fits-all marketing strategy. You will have to experiment (it’s called A/B Testing) for as long as you want to remain relevant and profitable.So the secret isn’t SEO (search engine optimization). It’s not traditional “business card” networking. It’s not even Facebook Ads. The secret is whatever works for your business, and it’s 100% unique.TL;DR:Advertising on FacebookMaking a Google My Business ListingUsing Google AdwordsPutting Greater Emphasis on Content MarketingCouponsCreating eMail Marketing FunnelsWebinarsFree Offers / ConsultationsGuest Blogging and Writing ColumnsCreating PartnershipsKeynote Speeches1. Advertising on FacebookTwo million small to medium sized businesses like yours are currently advertising on Facebook. It’s cheap and effective so it only makes sense.As far as targeting goes, Facebook Ads are ridiculously good. They allow you to target a specific audience based on location, interests, age, sex, online behavior, and many other factors that no other platform can quite get down.The best part about creating Facebook Ads is how easy it is! You simply need to have an eye catching image or video and accompanying header. If you’re not sure what constitutes “eye catching” in your niche, you can use the Facebook Ads Manager and test multiple ads for one product — eventually going with the one that generates the most amount of money for you.Doing this will not automatically guarantee returns, but thankfully, there are plenty of 3rd party tools to use, AdEspresso by Hootsuite is the first one that comes to mind!Use it to run your campaigns and speed up your journey to positive ROI.NOTE:If your business is largely visual, don’t just use Facebook. Use its sister-company, Instagram as well. Instagram Ads allows you to benefit from having the same data base and targeting options as Facebook, while simultaneously allowing you to connect with an audience that is better primed for visual sales.Is this your ideal solution? Check outFacebook Advertising Made Simple: A Step-by-Step Guide by Neil PatelHow to Run App Install Ads On Facebook by Aki Merced2. Making a Google My Business Listing (and Ranking)A Google My Business (GMB) listing is the smartest thing that you can do for your business.Think about it; Google is the biggest search engine in the world, and if anyone searches for a particular product/service, you’ve pretty much got first dibs!Most search results on Google first include a paid ad, and if someone is looking for a service, the next results are typically GMB listings. Ranking your business in the top 3 search results will bring in ROI like you’ve never seen before.What exactly is Google My Business?If it’s your first time hearing about GMB, it can probably sound a little intimidating. GMB simply combines variously Google platforms and puts them in one place, i.e your business’ Google+profile, your Google Reviews, Google Maps, and gives you access to data like Google Analytics and Google Insights.Since typing this answer, Google is probably working on plenty more offerings…One thing is for sure, from the minute you list your business on GMB and get it ranking, you’ll immediately get the credibility and visibility (of course) that you’ve been looking for.If your small business is local, this is a must-do!If you’re ready to get started, read this:How to optimize your Google My Business listing: expert tips by Graham Charlton7 SEO Mistakes That Leak Money From Local Businesses by Jacob McMillen3. Using Google AdwordsJust like I said in the above strategy, no other platform gives you the type of exposure as Google. At least not in modern history.If online marketing is a baby, then Google Adwords is its godfather.Since Google Adwords has been around for so long, it’s really competitive and pretty expensive if I may say so myself — however, it works extremely well.Here’s the thing; while Adwords is expensive, it’s also really effective if you’ve already utilized on-page SEO, so start there first. SEO makes Adwords a whole lot cheaper!How does SEO make Google Adwords cheaper?For every single ad on the search engine, Google gives them a quality score based on its CTR (click-through-rate), the landing page that the ad sends traffic to, and ad relevance. The quality score also factors in the bid rate that you will need in order for your ad to be displayed. The higher the quality score, the lower the bid cost.Adwords aren’t a zero-sum game, though. You can pair your Google Adwords strategy with another strategy on this list and create a killer campaign!If that’s exciting for you, check these links out for further reading:The Complete Google AdWords Tutorial by Jerry BanfieldThe Iceberg Effect: How Your AdWords Strategy Is Slowly Drowning by Johnathan Dane4. Putting Greater Emphasis on Content Marketing18% of marketers say that content marketing has the greatest commercial impact on their business of any channel in 2016.What exactly is Content Marketing?It’s actually a process of creating and then distributing content that is high value, relevant and consistent with your brand in order to attract a clearly defined audience. You can think of answering Quora questions as a form of content marketing. Sort of.The whole point of content marketing is to focus on long-term results, instead of short-term ROI. While the initial content marketing payoff is very low compared to using Facebook Ads, for instance, in the long-term you create a reputation for your business and that in turn generates sustainable growth in visitors, leads and customers.It’s not easy, though. You still have have have the right mix of:High-quality contentPick relevant topicsOptimize your content with SEOBe consistentMind you, a lot of people automatically think of BLOGS when thinking about content, however, this is 2017 — content ranges from videos, podcasts, online courses, slides and many other ways that people prefer to consume information.To know which content works with your business, you’ll have to do some A/B Testing. There will be a format that eventually sticks.You can read some more here:Getting Started With Content Marketing by Content Marketing InstituteWhy You Need a Growth Model For Your Blog (And How to Create One) by Devesh Khanal5. CouponsBear with me here, I know this one is a bit of an unconventional suggestion, but if you sell a product or offer a service, you can use sites like Groupon as means of promotion for your business.Before anyone checks out of an online store these days, they always search for coupons, and when they’re scrolling through, they’re bound to see your offer as well.Your products will receive mass exposure, and you’ll also get targeted local advertising, increased brand awareness and a slew of new converts — even if they’re only there for the coupon, they’re still spending money.WARNING:If your deal goes viral and becomes extremely popular, you might find yourself a little overwhelmed and unable to handle the new customers, so just make sure that you the math properly.Remember, you want to attract customers with a coupon, but the proposition on your site should keep them there.Sound confusing? Here’s some additional readingDoing The Math On A Groupon Deal by Jay GoltzThe Real Cost of Groupon and What it Means to Your Marketing Planning by Mana Ionescu6. Creating eMail Marketing FunnelsIn 2018 why will this still be relevant? Good question. Simply because of this one reason: Many of the people that visit your site are not going to immediately be convinced by your value proposition. They will need some finessing.Getting their contact information allows you to send them additional marketing materials until they’re completely convinced that spending their hard earned money on your business is worth their time. And also, email is still the most high converting marketing channel — ever!How do you take advantage of this?Simple. You start with something called a “lead magnet”. It would be an offering that compels your website’s visitors to give you their email address — in exchange for something that they would view as valuable, i.e a free service trial, a free digital download, early access to a webinar, a coupon, anything.The point is to get someone to subscribe to your email list and once they do that, you will be able to display your credibility by giving them valuable content.Other benefits of email marketing include:Low costGlobal signNowEasy to automateEasy to segmentImmediate communicationEasy to setup and runEasy to track and optimizeTo be quite honest, if you are a complete newbie to marketing, you’ll notice that a lot of marketing channels are super hard to start. Email marketing is one of the strategies that are relatively simple to start.Read these two pieces to learn some more:21 Powerful Ways to Quickly Grow Your Email List by Jacob McMillenHow to Build Your Email List: The (Better Than) Ultimate Guide by Aaron Orendorff7. WebinarsIf you’re serious about your business, then you’ve probably woken up or stayed up till 2 AM at some point — to catch a webinar. If not, then you’ve got a long way to go (just kidding)!What exactly is a webinar?It’s a seminar that takes place on the web — hence the name, “webinar”. And it can honestly range from being a presentation, to a demonstration to a discussion. It doesn’t always have to be one thing.A webinar actually goes hand in hand with email marketing, because if you pick your topic correctly, you can drive a slew of subscribers into your email list and build some credibility for your business.The great thing about webinars is that they can be pre-recorded and made into standalone products (or even a series of products), which makes them a great platform for training — live and recorded.Before you maybe conflate the two, it bears mentioning that webinars and video tutorials are two completely different things. A webinar tends to have a start time and has live Q&As between yourself and your audience, so it’s far more interactive than a typical video or livestream.You will need webinar software to run a webinar that utilizes the following functions:2-Way Audio – the presenter speaks while the viewers are muted, but the presenter can “turn on” individual viewers so everyone can hear their questionScreenshare – the presenter can share their screen or switch to video for whiteboard teaching or live demonstrationPolls – the presenter can invite viewers to take a poll or provide feedback in other waysCaveat: Webinars do not work for all niches. You’ll really need to think carefully about whether your customers will benefit from a webinar and if not, there are plenty of other strategies that you can always go with.Do webinars fit with your niche? Great!Here’s some additional reading:Webinar Marketing: 15 Steps to Revenue Generating Webinars by Georgiana LaudiHow to grow your business with webinar marketing by Ross Beard8. Free Offers / ConsultationsPut yourself in your customers’ shoes for a second; I’m sure that when it comes to any kind of professional services, you want to have access to expertise, right?That’s why it’s important to position yourself as an expert or an authority figure in whatever your small business’ niche is. By promoting a free consultation, you can generate new leads.Here’s the thing, you shouldn’t even worry yourself about whether you’re disclosing too much free information in the consultation, because if your customers feel that your service is worth the money — they’ll stick around.Okay, it’s true that there are going to be a lot of freeloaders looking for something that they can quickly grab, exploit and go, but to be honest, those customers were never going to buy. Why stress yourself over them?If you can provide a high-quality consultation for free in 30 minutes, a real customer will think, “imagine what they can do in an hour…” and sign up.Advertising a free consultation can be done both online and via pamphlets, newspapers, signs or through word-of-mouth, and hey who’s to say that you can’t put a free consultation front and center on your website or on your social media?Which businesses does this strategy work for? ALL of them. Seriously.Here are some reading essentials:Should You Offer Free Consultations? by Courtney Johnston6 Ways To Make Free Consults Work For You by Laura Simms9. Guest Blogging and Writing ColumnsAny fairly decent writer can share their opinion through weekly or monthly write-ups and watch as this endeavor does wonders for their brand.While you won’t get paid for your efforts, what you will receive however is an opportunity to make consistent contact with an audience and potentially build a relationship with its readers. Then, that audience will immediately think of you when they encounter a certain situation, or other experts in your field.Start out with local newspapers and non-profit magazines, because they’re typically always looking for high-quality contributors who won’t seek a fee, then move on to the more exclusive publications like Forbes, Inc, Fast Company etc once you’ve got your skin in the game.Again, you’re not going to make any money from guest blogging or writing columns, but you will make bank in other ways (i.e. speaking engagements) by being able to say that “you’ve been published in such and such”.The aim of successful guest blogging is to make your brand/business/name valuable to your target audience in a not-so subtle way. Guest blogging and writing columns is an opportunity for you to build trust with your customers, even though someone else already did the hard work of building this audience.How do you get started?Write how-to guidesComment on current eventsPublish interviews with other interesting peopleCreate list-articles (listicles)Report on trends or eventsHere are some additional ideas to get the cogs turning in your brainHow to Secure Guest Posts on Big Publications (WSJ, Forbes & HuffPo) by Sujan PatelHow I Wrote for Fast Company, Copyblogger,& Entrepreneur by Aaron Orendorff10. Partner With Other BusinessesTeamwork is always more effective than singular effort, and combining resources with another business can help you do things you could never accomplish on your own.It’s typically best to target companies in your local area, even if your clientele isn’t local. Your goal is to work out a complementary arrangement that provides mutual benefit for both businesses.Some joint venture examples include:A PPC agency could partner with a CRO agency to refer clients to each other.A coffee shop could offer free coffee vouchers to a plumbing company’s customers.A marketing company could partner with an accounting firm to recommend each other’s services during new client onboarding.A beauty therapist could offer free manicures for a hair stylist’s clients.There is really no limit to what’s possible. Simply identify crossover in your audience and a non-competitor’s audience and then find a way to tap into that crossover in a mutually beneficial way.Sound interesting? Good! Check these additional links outWhy Small Businesses Should Partner Up With Other Brands by Web Smith5 Tips To Partnering Alongside A Business For The First Time by Deborah Sweeney11. Speak At EventsIn terms of branding and establishing yourself as an authority, few things are more impactful than being a speaker at popular events in your niche.While invitations to speak at larger events are often extended as a result of accomplishments or visible influence, you can also work your way into these opportunities by becoming a talented speaker and delivering great talks at smaller events.Or you can simply use it as another marketing channel, by speaking at some of these types of events:Local clubs – think Rotary, Lion’s, Chamber of Commerce.Business networking groups.Specific interest clubs (photography, hiking, sewing, etc.)Browse local events on Eventbrite and We are what we do | Meetup.Schools.Churches.Check events in your local newspaper and magazines.Big companies and their employees.Be prepared, and treat every event like a big deal.And finally, the last couple of additional reading linksHow To Start Speaking At Events by Chris BroganWhy I Get Invited to Speak at Events (And How You Can Too) by Rohit BhargavaAt the end of the day, what’s good for the goose isn’t always good for the gander — you’ll need to do a proper business audit (based on your customer demographics) to determine whether any of these suggestions will be a fit for your business, but my guess is yes.Your answers from your evaluation should lead you to at least 4 of the strategies mentioned in this answer.Good luck!
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Is interest in Apple Pay leveling off and what can be done to accelerate NFC payment acceptance?
Over Black Friday and Cyber-Monday there have been discrepancies in the actual use of Apple Pay. Most of it was negative. Some statistic companies report an actual drop from last year? See: Barely anyone used Apple Pay on Black FridayQuora writer Brian Roemmele and his brilliant @PayFinders app reported a very different picture saying his payment provider statistics show Apple Pay had an excellent weekend. Personally I feel the adaptation to mobile NFC device acceptance is due to a lack of effort and education from the industries who would benefit the most. I call out the contactless terminal makers, the contactless POS providers, the giant credit card companies and the big box stores for not helping educate consumers properly with usage of the newer technology.Here is an article I recently posted on my blog supporting my suggestions to the hardware, credit card and large store owners.----------------------------------------------------------------------------There has been a lot written the past few days about a “stalled satisfaction” with the Apple Watch and Apple Pay. Along with that is disappointing news from mobile NFC devices (Near Field Communications) that support Google Pay and Samsung Pay, which has been negligible at best.The attached recent articles at the bottom of this letter outline some of the reasons for the slow adoption of NFC payments, which includes the switch to EMV (Europay, Mastercard, Visa) chip and signature in the U.S., and its’ outlying effects. I will offer solutions to overcome the hurdle of paying with Mobile NFC Devices.First, I think it’s important to recognize that NFC and EMV are companion technologies. This was written in the SmartCardAlliance.org's latest white paper titled: EMV and NFC: Complementary Technologies Enabling Secure Contactless PaymentsEMV-and-NFC-WP-Final-Nov-2015.pdf“NFC is not a payment technology; it is a set of standards that enables proximity-based communication between consumer electronic devices such as mobile phones, tablets, and personal computers. NFC and EMV are companion technologies. NFC applies to how devices communicate; EMV applies to payments made with contact and contactless chip cards or with a mobile NFC device emulating a contactless chip card. Contactless payment transactions made using mobile NFC devices use the same infrastructure as contact and contactless EMV chip card transactions.”Here are the 3 main reasons for the current Mobile NFC Device, User Experience (UX) fail.Reason # 1. The majority of customers aren’t familiar with how to use NFC contactless terminals with either their phone, Apple Watch or other NFC wearable payment device. Solution- Train your retail managers and cashiers on how to operate and walk new customers through the checkout process. I place the responsibility of this directly on the shoulders of the terminal makers and POS (Point Of Sale) operators. These two groups benefit and make money when they “sell” new terminals or upgrade a POS system.The companies I addressed in the Open Letter each need teams of experienced checkout specialists that train employees and staff. The checkout specialist needs to convey the intricacies of the contactless payment terminals to their customers. And the checkout specialist “customers”, are the stores’ and their employees.Reason # 2. The majority of human consumers are afraid of failure. Nobody likes to make mistakes, or look inept, especially while holding up a line, in front of impatient strangers.Solution- This solution addresses contactless equipment education again. But this time it’s directed towards the consumer. Signs, flyers, informational videos and “practice apps” should be made available from the credit card giants, Mastercard, Visa, Discover and Amex.The aforementioned group of Credit Card companies should “join together” and create a national campaign, geared to the consumer on how to get the most from their contactless credit cards. It seems the CC companies have only touted the benefits of their new chip cards and not the “how to” properly use them. It would be entirely to the credit card companies benefit. EMV along with NFC is not going away anytime soon. #ProTip- install a sign visible from the checkout lane designating contactless status prior to signNowing terminal.Reason # 3. The majority of people waiting in the checkout line simply don’t care about the new technologies. There’s no reason for consumers to take the time to learn about NFC or spend money on new watches or smartphones.Solution- Store owners- Start a new aisle! If you want to get consumer attention, give them something back, Grocery, Big Box and drug stores all need to find room for paying customers willing to learn and use their Mobile NFC Devices and EMV contactless cards. Reward them. Loyalty them. Point them.Big stores- this one is on you. Take one of your “12 ITEMS ONLY” lanes during peak hours, make it “NFC ONLY” and see if those willing to learn and work with companion technologies get out of the store quicker, while making more room for those that don’t.Apple Watch and DissatisfactionHalf a year later, the Apple Watch feels like a stalled platformApple Pay Penetration Stats: The Less We Know, The Better It Is
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1. Get started in this tutorial, and follow all steps.
2. Take your digital signature and print it on a piece of paper, paper that is not too thick. You can use a regular paper for that. We recommend paper with the same color as your skin, as it will ensure that your signature will be easy to see. If your signature does not fit on your paper, it will be very difficult to see on it.
3. Get a paint marker. You would be surprised how much this costs, and for good reasons. We've found cheap paint markers at local craft shops. If you can't make these yourself, then get a good brand like Tacky or Wet N' Wild. You can buy these at local craft stores, or you can buy them online. We buy ours at , where it costs just $ for a ounce bottle.
4. After you've purchased and used a paint marker, take that paint marker to a surface that is not too slick for ink to adhere to, and lightly paint your digital signature onto it. This will not be too messy, and it is a good idea to paint lightly, since the thicker the paint, the more ink that will be needed.
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