![Page 1: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/1.jpg)
What’s the Big Deal about Electronic Signatures?
Solving Biz Problems With SugarExchange
![Page 2: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/2.jpg)
Amy Wang
Senior Product Manager, Adobe EchoSign
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 2
![Page 3: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/3.jpg)
Tweet: #SCON12
Top 5 Reasons to Use e-Signatures
Immediate ROI - Close more deals, close deals fasterGet agreements signed in minutes instead of days
Increase efficiencyEliminate contracting overhead, let your team focus on their core competencies
Get complete visibility into the signing processNo more lost faxes, no end-of-quarter anxietyKnow exactly how your team performs
Streamline and automate your contracting processesEasily achieve compliance across your entire teamAutomate contract creation and execution
Go green
![Page 4: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/4.jpg)
Tweet: #SCON12
Adobe EchoSign: securely sign, send & archive web contracts
Ease of useSimple, quick, entirely web-based solutionReal-time visibility into the entire process10x better than the alternative – paper, fax, email
Works the way you want – many workflows, options & features
Highly customizable to fit your business needsAlways gets the job done – any scenario, anytime, anywhere
UbiquitousSend, track & file from wherever your documents are created or storedPre-built integration into SugarCRM
4
Transform contracting into a positive collaborative experience.
![Page 5: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/5.jpg)
Tweet: #SCON12
Our Customers
5
![Page 6: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/6.jpg)
Tweet: #SCON12
What are Customers Saying?
![Page 7: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/7.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 7
… Send Contracts for Signature from EchoSign UI or SugarCRM
How it Works
![Page 8: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/8.jpg)
Tweet: #SCON12
Sign the Way You Want
… Biometric Mobile Fax
How it Works… Customer Signs Effortlessly Anyway They Want
![Page 9: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/9.jpg)
Tweet: #SCON12
Any time, any where, in any language
![Page 10: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/10.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 10
How it Works… Copies of signed agreement sent to all parties and securely archived
![Page 11: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/11.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 11
Customer Example
![Page 12: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/12.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 12
Business Problem
The List, a successful provider of B2B marketing and sales data, was using paper-based processes to finalize agreements with customers.
Due to growth, paper agreements became a burden.
Storage and retrieval was a problem due to the volume of customers.
http://thelistinc.com/vip
![Page 13: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/13.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 13
Business Goal
The List partnered with Synaxis to move their agreements online, eliminating paper and faxes as well as physical storage of agreements.
http://thelistinc.com/vip
![Page 14: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/14.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 14
Solution
Synaxis helped The List implement Echosign for SugarCRM into their workflow.
Through the SugarCRM product catalog, sales executives create quotes and get them signed electronically, all within SugarCRM.
http://thelistinc.com/vip
![Page 15: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/15.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 15
The Results
With an electronic process contained entirely in SugarCRM, the customer saved 85% of the time previously required to process an agreement.
In addition, there is a decrease in time required to research agreements and process payments.
http://thelistinc.com/vip
![Page 16: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/16.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 16
Solution Walkthrough
![Page 17: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/17.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 17
Integrated with SugarCRM Quotes
![Page 18: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/18.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 18
Send for Signature
![Page 19: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/19.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 19
Recipient Receives Email Notification
![Page 20: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/20.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 20
Recipient Signs Agreement
![Page 21: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/21.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 21
Recipient Signs Agreement
![Page 22: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/22.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 22
All Parties Receive Copy of Signed Agreement
![Page 23: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/23.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 23
Updated Immediately in SugarCRM
![Page 24: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/24.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 24
Event Tracking and Archiving
![Page 25: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/25.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 25
Signed PDF Stored in SugarCRM
![Page 26: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/26.jpg)
Tweet: #SCON1204/12/2023 ©2012 SugarCRM Inc. All rights reserved. 26
Get EchoSign for SugarCRM
Download from SugarExchange
![Page 27: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/27.jpg)
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 27
Submit Session Feedback
Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback
*Prizes for attendees who submit session feedback using the Mobile App
![Page 28: Solving Biz Problems with SugarExchange: Session 3:](https://reader035.vdocuments.us/reader035/viewer/2022062513/5559f9f0d8b42aa8098b4a9e/html5/thumbnails/28.jpg)
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 28
#SCON12