South Orange, N.J. and Palo Alto, CA (PRWEB) May 26, 2010
ShareMethods today announced the integration of EchoSign into its platform to provide easy and powerful document signing for its document management service. In addition, the company is providing this capability for both Oracle CRM OnDemand and salesforce.com when integrated with ShareMethods.
Today it is more important than ever for companies to flexibly and securely sign documents across organizational boundaries. With globally distributed clients and prospects as well as remote salespeople, vendors and partners, being able to sign key documents easily and quickly is of the utmost importance. Documents need to be signed via fax or electronic signing and so both methods must be supported.
Key features include:
- Document E-Signing and Automated Signature via Fax: Users can select legally binding electronic signatures ("e-signature) or written signature, automated reminders, and an option that requires a sender has to sign as well as the recipient. These features are available for any document stored in ShareMethods and the functionality can be applied for a single document, or via a package of multiple documents for signature.
- Create-Send-Sign: In salesforce.com, users can generate a document (such as an NDA, quote, or contract) dynamically from a template and have customer data auto-populated into merge fields in the template. Once the document is customized with customer specific data, it can be previewed and routed for e-signature or automated written signature via fax with cc to additional users.
- Document Signing via Oracle CRM OnDemand: Users can send documents for signatures via the integrated version of ShareMethods and Oracle CRM OnDemand. From an opportunity or account detail page, users can view related files and select one to be sent for signature; users can view the status of all their files sent for signature and view or download the signed document.
- Document Signing via salesforce.com: Users can send documents for signatures via salesforce.com from an opportunity or account page, or the Document Center, and can also use the Create-Send-Sign feature.
Key benefits include the fact that salespeople can manage all their prospect/customer related documents from the same location as their CRM data. Salespeople can manage all their prospect/customer signature processes within their SaaS based CRM tool without having to run to a fax machine or requiring a login to other applications to send and monitor progress. This allows salespeople to save time so that they can spend more time selling and strategizing. With an inherent ability via the solution to closely monitor the signing process, any delays can be quickly handled, and contracts can be signed more rapidly, reducing the time to a closed deal; this accelerates revenue and increases customer satisfaction and retention via improved processes.
ShareMethods and EchoSign have deployed the integrated e-signature and document management SaaS solution for a major Fortune 250 joint customer. "We are excited to see the integration of EchoSign into ShareMethods' Document Cloud platform", said Jason Lemkin, CEO of EchoSign, "The ShareMethods solution makes it easy to route any document stored in their SaaS service for electronic or written signature and to integrate this process seamlessly into day-to-day workflows for salespeople working in salesforce.com or Oracle CRM OnDemand. We look forward to further collaboration with ShareMethods for customer deployments."
ShareMethods aligns sales and marketing through on-demand collaborative document management for small and medium sized businesses. From anywhere, anytime, salespeople, sales partners and marketing can access the most up-to-date sales collateral and customer documents to help them close more deals, faster. ShareMethods enables easy document creation, management and sharing within and outside a company via a simple, flexible and secure user interface. ShareMethods is available as a cost-effective SaaS application integrated seamlessly with salesforce.com and Oracle CRM OnDemand. ShareMethods has won the CRM WizKids Award from Beagle Research Group, LLC and has been named by salesforce.com as an AppExchange Essential and Staff Pick. ShareMethods' customers include BusinessWeek and CBS Corporation with thousands of subscribers in more than 40 countries. ShareMethods is a privately held company based in South Orange, New Jersey. ShareMethods = Working Together. Smarter. For more information, go to http://www.sharemethods.com or call 1-877-SHARE-NOW.
In just one click, the EchoSign electronic signature solution automates the entire signature process from the request for signature to the distribution and filing of the executed agreement or form. With nothing to download, learn or install, there is simply no faster or secure way to get your contracts signed, tracked and filed. EchoSign customers close over $300M in contracts each month with an average 'quote to close' time of 42 minutes. EchoSign has won numerous awards including a 2009 WizKids Award from Beagle Research Group, LLC, Red Herring Top 100 Private Company, and has twice been named by Salesforce.com as an AppExchange Essential and JMP Securities in the "Hot 100 Report". Over 1.2 million users at organizations such as British Telecom, Comcast, Delta Airlines, GE Capital, Qualcomm, and Time Warner Cable use EchoSign everyday to get contracts signed, tracked and filed in the most efficient and effective way possible. For more information and access to web service, visit the website.