The Best Sales Proposal Software to Quickly Close More Sales
- Get Docs e-Signed in Advance
- Powerful, Simple e-Waiver Forms
- Complex Sales Proposals
- If-then Branching Logic
- PDFs
- Exportable CSV Data
Executive Summary
You can e-signed docs over the web or in person on a kiosk, tablet, phone, or computer. Your e-waivers allow you to embed webcam photos and use if-then logic. You can create sales proposals that are as complex as you need them, and you can get signed PDFs right to your email. You can export your data, and even get customized configurations. Our e-sign technology lets you get contracts, waivers, and more signed by the hundreds, thousands, or even millions.
Create sales contracts, e-waivers, forms, and more that you can completely customize within minutes.
When your docs get e-signed, they create a social shared workroom between you and your signer(s) that you easily search, add notes to, and more.
Decide which tools best suit your needs. Get payments, e-commerce, invoices, contract management, and more.
Our Shared Social WorkRooms
All electronic signature docs will auto-create a Social Shared Workroom. This is a cloud-based folder and collaboration workroom shared between you and the signer(s). Add private notes or comments, store files, complete information forms, upload and download docs, e-sign bundles of related docs, and much more. All workrooms have a time-stamped history of the file, sharing and permission tools to add or remove people, and commenting tools to easily see account history. Each party gets a PDF of their e-signed docs right to their email.
Integrated to SwiftCloud & Ready to Grow your Business
Dive into the SwiftCloud ecosystem for automatic options for payments, e-commerce, invoices, sales contract management, external integration and more. Utilize easy to use tools such as envelopes for multiple documents, multi-party signatures, file export, notifications, and more. export all signed documents to your system and trigger automation for marketing, sales, accounting, and task management for real-world results.
SwiftCloud Sales Proposal Software Made For You
Create Beautiful Proposals in Minutes
Create good looking proposals that are customized with your branding and colors within minutes. Make them as complex as you need them to be, or as simple as the sale itself. Save templates for instant reuse that you can easily change the data in to fit your quote.
Easy, Instant Electronic Signatures
Turn any document into a secure, signable, and legally binding form that you can complete over the web using a computer, tablet, or smartphone.
Action Based, Human-First Design
Rely on software that conforms to you and your business. Customize labels and get crystal clear guidance for the next step of any sale and put your systems on autopilot.
Guaranteed Value Investment
We aren't happy unless you're happy. Our software should give your company 100% ROI — in fact, we guarantee all service for 60 days with an unconditional money-back guarantee.
FAQ
Yes! Electronic Signatures are 100% legally binding in nearly every jurisdiction around the globe, including the U.S. and E.U.
Furthermore, electronic signatures are actually MORE difficult to forge than a traditional ink signature, because of the digital “fingerprinting” left at time of signature.
For all paying accounts, expert witnesses are available for court appearance or deposition in the highly unlikely event enforcement assistance is needed.
Each e-Signature done on the Swift Signature platform also carries an audit trail, and optional SwiftCloud-account security requirements.
For some exciting reading, we encourage you to review specific laws for your area, such as…
United States: ESIGN Act of 2000, UETA (Uniform Electronic Transactions) Act European Union: Electronic Signatures Directive of 1999 & 1993 Various other countriesUPDATED: Country-specifics list started:
BrazilPractically speaking, enforcement for most civil contracts requires a subscriber’s willingness to sue and take the matter to court. For our part, we are frankly looking forward to making a few examples of anyone attacking the status and legal authenticity of the signatures, and have a lot to gain (both publicity as well as direct financial damages) by proving this matter.
To aid in enforcement, we have available both expert witnesses and attorneys, and in addition have substantial safeguards in place not ...
If-then logic can ask questions and offer information based on the answer. For example, if your user clicks option X, they will be prompted to answer option Y. If they do not select option X, the system will not prompt them to answer option Y. This keeps your waivers simple, clean, fast, and detailed.
Electronic Signature & Payment is easy.
In short, you have two options:
Get Money then e-Signature or Get e-Signature then MoneyEither is fine and which option is right for you depends on the nature of your sale. If you have a smaller amount to collect (and thus more frequent), we recommend collecting money first, then getting signature.
If you have a higher dollar amount, the value of the contract is increased but the contract is usually not in force until consideration (aka payment) is made and thus for more complex contracts you probably want the contract signed first.
Either is fine, and there’s no real wrong answer – in the end, the result is the same – you need both.
To setup e-signature then payment via paypal, create your form as usual (at http://swiftcloud.io/form/create-form ) and on the right side you’ll see some options under “User Flow”
There you can choose an e-commerce product or service to auto-redirect the user after signature for payment. In this example, the user will flow from (1.) Your website, to >> (2.) the signature page, then >> (3.) payment page, then (4.) back to your site for a receipt and thank you message confirming ...
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