Agreements and e-signatures for software companies

DealBuilder Helps Software Companies Do More

As a provider of software services, DealBuilder offers a number of advantages:

1. In short, the company can streamline its sales processes by setting up one or more agreement templates that are adapted to the products and services that the company sells. Elements such as agreement type, terms of the agreement, description texts, logo/branding and more are defined here.
2. Every time a new agreement is to be set up with a new or existing customer, you simply pick up the right agreement template, enter information about the customer, adjust any descriptions, products/services, prices and discounts, and voila, you have an agreement ready for dispatch within seconds.
3. Furthermore, the agreement is sent to the customer by email or SMS for confirmation directly from the DealBuilder platform. The customer accepts and both parties receive a signed copy in PDF by email.

ADVANTAGES:

For advisors/salespeople:

• Salespeople/advisors love DealBuilder and will sell more than before because it is simple and effective
• More time for sales and deliveries, less time spent on administration
• Take seconds to create a tailored and professional deal
• Get the agreement over to the customer quickly when the customer is ready to buy
• Easy to make changes to the agreements if necessary
• The seller can see when the customer opens the agreement
• The seller gets faster acceptance from the customers
• No longer need for word/excel, save as PDF, sign, scan, print etc.
• The seller receives a notification by email when the customer signs the agreement

For customers:

• Receive the agreement directly by email or SMS
• Easy to get an overview of what they commit to, and to sign the agreements.
• No longer need to print, sign, scan and send back
• The customer automatically receives a signed copy by email after confirmation
• The customer experiences a simple and clear agreement process and gets a professional impression of your company

For the administration:

• The entire organization saves time
• Increased control over everything sent out to customers
• Minimizes the risk of errors in agreements
• Clear overview of what has been sold, at what prices and terms
• Less risk of arguments with customers, because there are clear assignment confirmations/agreements for everything that is sold
• All agreements are automatically saved in one place in DealBuilder, so that it is easy to find back to all concluded contracts
• Many functions for increased control, such as discount management, approval from the sales manager before offers are sent out, locking of fields for sellers such as terms texts, product descriptions, prices, discounts, etc.
• Create tailored fields in the contracts, such as agreement invoicing conditions, binding periods, notice periods, invoice address, start date for agreements and much more.
• Integrate DealBuilder with the company’s other systems such as CRM etc.