What problem are we solving?
The vast majority today design agreements and offers based on one or more word templates, which must be saved as a PDF and sent to the customer for signature. If the customer wants changes, the entire process must be done again.
Others agree with the customers on what to buy by mail, an unstructured form of agreement that is difficult to follow up and easy to misunderstand.
In addition, companies spend a lot of time collecting signatures on their agreements, and the company can lose sales if the customer cannot sign digitally when they are ready.
These are manual and time-consuming processes with a high risk of errors and omissions in the agreements, it is tiring for those who design the agreements and offers, and it is unclear and cumbersome for the customers.
We solve all of this in DealBuilder, so that the employees can create agreements and offers in a simple way, get them signed electronically, and move data from the contracts automatically between the company’s systems.