With so many different vendors, features, and systems to choose from, finding the best electronic signature software in the market can be quite overwhelming. Thankfully, we have identified 7 common mistakes which organizations make, when shopping for e-sign solutions – so you will know how to avoid them.
1. Choosing an e-signature solution that isn’t user-friendly
Never confuse simple with under-powered—yes, electronic signature software should be easy to use. Any e-sign software should guarantee a quick and intuitive signing process for the users. Two or three mouse clicks should be all that is required to execute an e-signature. Additionally, your e-sign solution should offer multi-language support to cater to clients from different backgrounds
2. Choosing e-signatures that don’t integrate with the existing applications
When you buy an e-sign solution that doesn’t integrate well your existing applications, you are unlikely to enjoy the full benefits of automation. Advisably, go for a solution that can integrate flawlessly with common office applications, such as Salesforce, Google Drive, DropBox, Microsoft OneDrive, and other document management systems.
3. Ignoring free trials
Do you buy a new car based solely on its aesthetics? Good looks and features don’t necessarily translate to a perfect e-signing system. And what works for other organizations might not work with yours. Therefore, never ignore those e-sign vendors that offer free trials to their customers. Just do a trial to find out if the software matches your organization needs.
4. Choosing a solution that doesn’t meet industry compliance
Unintentionally, managers may find themselves with an e-sign solution that doesn’t meet all the local and internationally accepted standards. It’s also unfortunate that, some first-time buyers may buy a system that doesn’t comply with regulations relevant and specific to their industry. For instance, the electronic signature software you purchase should meet regulations, such as the ESIGN Act, eIDAS, and the Health Insurance Portability and Accountability Act (HIPAA) if you are in the health industry.
5. Not evaluating long-term benefits
Buyers, sometimes, keep on forgetting that the main purpose of e-signatures is to guarantee signature security, increase efficiency, and minimize overhead costs. Cheaper electronic signature solutions may seem appealing; however, what’s the idea of buying a solution that holds no benefits for your organization. Instead of cost, buyers should focus on the long-term benefits offered by the features of the electronic signature software they are purchasing.
6. Choosing an e-sign solution that doesn’t guarantee you with complete control over its implementation
The e-sign software you are eying should adapt to the specific technologies and processes of your company—not the other way around. Basically, it should suit your organization’s operating procedures, policies, and internal regulations.
7. Buying an e-signature solution that isn’t mobile-friendly
With clients always on the go and greatly relying on their tablets and phones for everyday transactions, never make a mistake of buying a solution that isn’t mobile-friendly. Invest in a system that will allow your clients to easily sign documents online from anywhere, and from any device.
It’s important to understand what you are really looking for when shopping for electronic signature software. More so, it’s advisable to do due diligence and consult several vendors prior to making a purchase. And certainly, when you do that, you will avoid most of the above-mentioned mistakes.