With a wide number of vendors, systems, and features, looking for the best electronic signature software in the market can be quite challenging as well as confusing. Thankfully, here we have listed a few common mistakes that organizations make when they choose e-signature solutions so you will understand and know how to avoid them.
a) Avoid Selecting an E-signature Software Solution That Is Not User-Friendly
An electronic signature software should be easy to use and must guarantee an intuitive and quick signing way for its users. Few clicks on the mouse are needed to execute an e-signature. Also, ensure that the solution you are using offers multi-language support to cater to customers and clients with different locale backgrounds.
b) Always Go for a Mobile-friendly E-signature Software Solution
When your clients are on the go, they have to greatly rely on phones and tablets for their daily transactions. So, avoid making the mistake of purchasing an e-sign solution which is not mobile-friendly. Also, it is important to keep in mind to invest in a software that will allow your customers to sign documents electronically anytime and from any smart device.
c) Do Not Select a Solution That Fails to Meet Industry Compliance
At times, managers find themselves using an electronic signature software solution that fails to meet all the local and international industry standards. This is extremely unfortunate yet many first-time purchasers unintentionally go for a system that does not comply with the regulations of the industry.
For example, the e-sign solution that you are purchasing must meet regulations such as Health Insurance Portability and Accountability Act (HIPAA) when you are working in the healthcare industry, ESIGN Act, UETA, and more.
d) Purchase a Solution That Can Integrate with Existing Applications
If you buy an online electronic signature solution that does not integrate with the existing applications, you will not be able to enjoy the complete advantages of the solution. It is better to go for a solution that seamlessly integrates with office applications such as Dropbox, Salesforce, Google Drive, and other document management software. For example, you can use DocuSign integration via Tray.io to get the maximum benefit out of the app.
e) Stop Ignoring Free Trials
Will you look for a new software solely based on its aesthetics? Good features do not necessarily mean that you have purchased a perfect e-signature system and what works for other organizations may not be suitable for you. It is always a good idea to receive free trials from the e-sign solutions. Try a free trial and find out if the software matches the requirements of your organization.
f) Calculate the Long-Term Benefits
At times, purchasers forget the sole purpose of electronic signatures, which is to guarantee signature security, reduce overhead expenses, and enhance efficiency. Cheap e-signature software solutions may seem to be quite appealing; it is not the best idea to purchase a solution that will provide no benefit for your organization.
Purchasers should focus on the long-term benefits that are offered by the electronic signature software vendors when purchasing them instead of just looking for cheap products.
g) Choose a Solution That Will Guarantee You Complete Control over the Implementation
Your software must adapt to the specific processes and technologies of your organization and not the other way around. Pick out a top electronic signature software that will suit your company’s operating procedures, internal regulations, and policies.
h) Choose a Simple Online E-signature Software
Choose a simple and one-click electronic signature software that enables your organization’s representatives to sign documents easily and allows the client signer to add a signature even if that signer does not use the same e-signature software used by your organization.
i) Select an Electronic Signature Solution Based on the Level of Security
An advanced electronic signature software offers a higher level of security. If the signatures that your organization is making are very sensitive, to identify forgery or theft and carry out high penalties, one must choose an electronic signature system that has a higher level of security in order to avoid theft.
To Sum Up
When shopping for an electronic signature software solution, it is important for you to understand what you are really looking for. Moreover, consult multiple vendors before making a purchase or an investment. Only after deciding which department is the first to implement an online electronic signature software and by judging its level of security will you be ready to evaluate the various kinds of e-sign solutions that exist in the market. Select the best one for your organization and void all the above-mentioned mistakes.
