{"id":1190,"date":"2021-06-08T21:20:55","date_gmt":"2021-06-08T15:50:55","guid":{"rendered":"https:\/\/blogrevv.revv.so\/?p=1190"},"modified":"2022-08-23T19:31:27","modified_gmt":"2022-08-23T14:01:27","slug":"electronic-signature-best-practices","status":"publish","type":"post","link":"https:\/\/www.revv.so\/blog\/electronic-signature-best-practices\/","title":{"rendered":"Best Practices for Building Your e-Signature Workflow"},"content":{"rendered":"\n<p>You\u2019ve probably started receiving e-signatures from a plethora of different avenues. It is extremely exciting to do the signing process online, but one big question remains: is it optimized for your business?&nbsp;<\/p>\n\n\n\n<p>The simplicity of the process has made it far easier for businesses to get documents signed, but what are the best practices for eSignature workflows?&nbsp;<\/p>\n\n\n\n<p>As Peter Drucker fittingly puts it, \u201c<strong>efficiency is doing the things right, effectiveness is doing the right things<\/strong>.\u201d&nbsp;<\/p>\n\n\n\n<p>In this article, we will break down everything you need to know about e-signatures and how to make your eSignature workflows both effective and efficient.<\/p>\n\n\n\n<div class=\"wp-block-ultimate-post-table-of-content ultp-block-0c909d\"><div class=\"ultp-block-wrapper\"><div class=\"ultp-block-toc\"><div class=\"ultp-toc-header\"><div class=\"ultp-toc-heading\">Table of Content<\/div><div class=\"ultp-collapsible-toggle  ultp-collapsible-right\"><a class=\"ultp-collapsible-text ultp-collapsible-open\" href=\"javascript:;\">[Open]<\/a><a class=\"ultp-collapsible-text ultp-collapsible-hide\" href=\"javascript:;\">[Close]<\/a><\/div><\/div><div class=\"ultp-block-toc-style1 ultp-block-toc-body\" style=\"display:block;\"><ul class=\"ultp-toc-lists\"><li><a href=\"#What_is_an_electronic_signature_and_how_does_it_work?\">What is an electronic signature and how does it work?<\/a><\/li><li><a href=\"#Benefits_of_using_electronic_signatures\">Benefits of using electronic signatures<\/a><\/li><li><a href=\"#What_are_eSignature_Workflows?\">What are eSignature Workflows?<\/a><\/li><li><a href=\"#Best_practices_for_building_your_electronic_signature_workflow\">Best practices for building your electronic signature workflow<\/a><ul class=\"ultp-toc-lists\"><li><a href=\"#Determine_the_events_that_will_trigger_the_eSignature_workflow\">Determine the events that will trigger the eSignature workflow<\/a><\/li><li><a href=\"#Accessibility\">Accessibility<\/a><\/li><li><a href=\"#Authentication\">Authentication<\/a><\/li><li><a href=\"#Viewing_the_Document\">Viewing the Document<\/a><\/li><li><a href=\"#Data_capture\">Data capture<\/a><\/li><li><a href=\"#Uploading_documentation\">Uploading documentation<\/a><\/li><li><a href=\"#Electronic_signing\">Electronic signing<\/a><\/li><li><a href=\"#Delivery\">Delivery<\/a><\/li><li><a href=\"#What_happens_after_the_documents_are_signed?\">What happens after the documents are signed?<\/a><\/li><\/ul><\/li><li><a href=\"#Using_Revv_to_build_your_electronic_signature_workflow\">Use Revv: The best solution to build your electronic signature workflow<\/a><ul class=\"ultp-toc-lists\"><li><a href=\"#1._Business_apps_integration_to_run_your_workflows_end-to-end\">1. Business apps integration to run your workflows end-to-end<\/a><\/li><li><a href=\"#2._Precise_data_mapping_to_Revv,_ensuring_nothing_slips_through_the_cracks\">2. Precise data mapping to Revv, ensuring nothing slips through the cracks<\/a><\/li><li><a href=\"#3._Customizable_templates_&amp;_rich_editor_to_generate_documents_on_the_go\">3. Customizable templates and rich editor to generate documents on the go<\/a><\/li><li><a href=\"#4._Automate_repetitive_data_filling_with_form_fields\">4. Automate repetitive data filling with form fields<\/a><\/li><li><a href=\"#5._Put_internal_approval_workflows_on_autopilot\">5. Put internal approval workflows on autopilot<\/a><\/li><li><a href=\"#6._Complete_eSigning_ceremony_with_pioneering_electronic_signature_features_\">6. Complete eSigning ceremony with pioneering electronic signature features<\/a><\/li><li><a href=\"#7._Track_the_progress_of_eSignature_document\">7. Track the progress of eSignature document<\/a><\/li><li><a href=\"#8._Decide_what_happens_next_after_your_document_completes_a_milestone\">8. Decide what happens next after your document completes a milestone<\/a><\/li><\/ul><\/li><li><a href=\"#Summing_it_up\">Summing it up<\/a><\/li><\/ul><\/div><\/div><\/div><\/div>\n\n\n\n<p><\/p>\n\n\n\n<h2 id=\"What_is_an_electronic_signature_and_how_does_it_work?\"><strong>What is an electronic signature and how does it work?<\/strong><\/h2>\n\n\n\n<p>An <a href=\"https:\/\/www.revv.so\/electronic-signature-online.html?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=Best+Practices+for+Building+Your+e-Signature+Workflow\" target=\"_blank\" rel=\"noreferrer noopener\">electronic signature<\/a> or e-signature allows you to sign documents online rather than in person. This is a <a href=\"https:\/\/www.revv.so\/blog\/are-electronic-signatures-legally-binding\/\" target=\"_blank\" rel=\"noreferrer noopener\">legal and legitimate alternative<\/a> to the handwritten signature on hard-copy contracts and is also quick and easy.&nbsp;<\/p>\n\n\n\n<p>Electronic documents are generated for the client or customer to sign. First, the sender designates signature areas, and then the documents are sent to the signer electronically. The signer opens the documents, reviews them, fills in any required information, and signs them without ever picking up a pen or touching a piece of paper. After signing and accepting, the completed documents are sent back to the owner for review and finalization.&nbsp;<\/p>\n\n\n\n<h2 id=\"Benefits_of_using_electronic_signatures\"><strong>Benefits of using electronic signatures<\/strong><\/h2>\n\n\n\n<p>The electronic signature technology is innovative and has long-term benefits.&nbsp;<\/p>\n\n\n\n<ul><li>Electronic signatures are easy to use and can <a href=\"https:\/\/smallbusiness.chron.com\/top-ten-ways-improve-customers-experience-25745.html\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">improve the experience for your customers <\/a>and your team.&nbsp;<\/li><li>Electronic signatures are cost-effective as they allow you to save money on paper, ink, printers, and postage involved with a handwritten signature.<\/li><li>Electronic signatures come with robust security and built-in compliance with local laws to enhance protection &amp; governance<\/li><li>With businesses empowered to function and respond in real-time, electronic signatures accelerate the entire signing process.<\/li><li>With a scattered workforce and customers around the world, electronic signatures work as the best solution to run a business globally.<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 id=\"What_are_eSignature_Workflows?\"><strong>What are eSignature Workflows?<\/strong><\/h2>\n\n\n\n<p>eSignature workflows bring consistency to the overall document process. It automatically routes the document, triggers tasks, and tracks their progress.&nbsp;<\/p>\n\n\n\n<p>But, how does a business build an optimal user experience across all channels, while ensuring compliant document workflows?&nbsp;<\/p>\n\n\n\n<p>And when considering all the opportunities to go digital across all channels, what is required to build e-signatures as a shared service across the organization, given the many diverse signing processes in each line of business and channel?<\/p>\n\n\n\n<p>Fortunately, there are defined best practices for eSignature workflows so that businesses can be confident that they are processing signatures appropriately and efficiently.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Skyrocket your eSignature workflows with Revv!<\/strong><br><a href=\"https:\/\/www.revv.so\/signup?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=Best+Practices+for+Building+Your+e-Signature+Workflow\" target=\"_blank\" rel=\"noreferrer noopener\">Start your free trial today<\/a>, No credit card required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 id=\"Best_practices_for_building_your_electronic_signature_workflow\"><strong>Best practices for building your electronic signature workflow<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"410\" src=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/11\/How-to-create-an-Electronic-Signature\u2013Feature-image-1024x410.jpg\" alt=\"Use Revv- a complete document management system to automate your document sign off workflow.\" class=\"wp-image-989\" srcset=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/11\/How-to-create-an-Electronic-Signature\u2013Feature-image-1024x410.jpg 1024w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/11\/How-to-create-an-Electronic-Signature\u2013Feature-image-300x120.jpg 300w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/11\/How-to-create-an-Electronic-Signature\u2013Feature-image-768x307.jpg 768w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2020\/11\/How-to-create-an-Electronic-Signature\u2013Feature-image.jpg 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>By fully understanding the different types of e-signatures, you can break down the best practices that each presents for your business.<\/p>\n\n\n\n<p>Here are the best practices to follow when building your electronic signature workflow so that you can achieve the best results:<\/p>\n\n\n\n<h3 id=\"Determine_the_events_that_will_trigger_the_eSignature_workflow\">Determine the events that will trigger the eSignature workflow<\/h3>\n\n\n\n<p>What is the jumping-off point of your e-signature workflow? Automating e-signature workflows is valuable to business departments across the enterprise. But, each department has different goals to fulfill from the e-signature workflows, such as:<\/p>\n\n\n\n<ul><li><strong>HR<\/strong>: Remote hiring, quick employee onboarding, and smooth employee exit process<\/li><li><strong>Legal<\/strong>: Gain visibility &amp; control over contracts, centralize contract management, and increase compliance<\/li><li><strong>Procurement<\/strong>:&nbsp; Speed up the purchase order process<\/li><li><strong>Sales<\/strong>: Reduce turnaround time in closing sales and accelerate the deal closure process<\/li><li><strong>Finance<\/strong>: Timely invoice dispatch<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>The beginning point to kick off an eSignature workflow varies for each department, for example,<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>HR<\/strong><\/td><td><strong>Legal<\/strong><\/td><td><strong>Sales<\/strong><\/td><\/tr><tr><td>Rolling out the employment agreement when a new employee gets added to HRMS<br><\/td><td>Sending NDA to the customer after the customer signs the business deal<\/td><td>Kick off a sales quote when a new opportunity is added to the CRM (Customer Relationship Management Software)&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Identifying these points is crucial. It helps you to:&nbsp;<\/p>\n\n\n\n<ul><li>List down all the business apps required to be integrated into the electronic signature software<\/li><li>Find the right electronic signature software with capabilities to provide seamless integration with your business tools&nbsp;<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h3 id=\"Accessibility\">Accessibility<\/h3>\n\n\n\n<p>One of the important things you need to think about when building your electronic signature workflow is access. Once you have prepared the document to be signed, how will the signers access it?&nbsp;<\/p>\n\n\n\n<p>Depending on the specific platform you\u2019re using, you may have several different options. One standard option is to send it via email. Another option involves having the signers log in to the platform website or mobile app to access whatever needs to be signed.&nbsp;<\/p>\n\n\n\n<p>Whichever option you choose, make sure that it\u2019s convenient for your signers and encourages them to accept the document as soon as possible.<\/p>\n\n\n\n<h3 id=\"Authentication\">Authentication<\/h3>\n\n\n\n<p>Authentication plays a crucial role when building your electronic signature workflow. How will your signers verify their identity when accessing the electronic documents to be signed? For example, you could use email or SMS authentication. You could also require that they use credentials issued to them by your company. At the end of the day, you need to weigh each option\u2019s risks and benefits and choose the one that provides the most security.&nbsp;<\/p>\n\n\n\n<h3 id=\"Viewing_the_Document\">Viewing the Document<\/h3>\n\n\n\n<p>How will you present the electronic documents to the recipients? It\u2019s often best to present the documents through a website on a web browser. That way, the signer doesn\u2019t need to download any additional software to access the documents. When you use Revv, signers can also access documents via a computer, smartphone or tablet, so if they need to sign on the go, they can.&nbsp;<\/p>\n\n\n\n<h3 id=\"Data_capture\">Data capture<\/h3>\n\n\n\n<p>The next thing you need to think about when building your electronic signature workflow is data capture as it relates to assigning form fields to recipients. This requires adding data fields in the document for signers to input their information. <a href=\"https:\/\/www.revv.so\/blog\/best-electronic-signature-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">Electronic signature platforms<\/a> like Revv capture signing data at the time of signing rather than after the document has been signed for the most accurate information.&nbsp;<\/p>\n\n\n\n<h3 id=\"Uploading_documentation\">Uploading documentation<\/h3>\n\n\n\n<p>It may be necessary for your clients to upload additional documents as part of the signing process in some business transactions. These documents should be included with the electronic signatures to keep everything well organized.<\/p>\n\n\n\n<h3 id=\"Electronic_signing\">Electronic signing<\/h3>\n\n\n\n<p>This is undoubtedly an important component of the process. It\u2019s essential to get this step right, and there are different ways to go about it. For example, there\u2019s a click to sign where you simply click on the signature box, and it generates a signature stamp for you. There\u2019s also a <a href=\"https:\/\/www.revv.so\/blog\/create-a-handwritten-signature\/\" target=\"_blank\" rel=\"noreferrer noopener\">digitized handwritten signature<\/a> option to draw your signature on your computer with your mouse and insert it into the signature box. Finally, there\u2019s a clickwrap electronic signature option that\u2019s essentially similar to clicking \u201cI agree\u201d when accepting cookies on a website.<\/p>\n\n\n\n<h3 id=\"Delivery\">Delivery<\/h3>\n\n\n\n<p>How will you receive the signed documents? Ideally, this will also be done electronically for efficiency purposes. Whether that means the signer emails them back to you or you\u2019re automatically notified of completion by the electronic signature platform, make sure that you get your signed documents back before you move forward.&nbsp;<\/p>\n\n\n\n<h3 id=\"What_happens_after_the_documents_are_signed?\">What happens after the documents are signed?<\/h3>\n\n\n\n<p>The closure of one process is the beginning of other. What happens after the e-signatures are done?&nbsp;<\/p>\n\n\n\n<p>Do you want to write back the update to your CRM or perhaps update the CRM with the form fields info shared by the signers?&nbsp;<\/p>\n\n\n\n<p>Do you want to store the document to an external storage system like Box, Dropbox, etc., and let the next set of workflows trigger from these systems?&nbsp;<\/p>\n\n\n\n<p>Do you want to initiate the associated documents for e-signatures?<\/p>\n\n\n\n<p>Listing down the post-process will enable you to put together and set all the processes by integrating them with your eSignature workflows.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>According to a recent study by <a href=\"https:\/\/www.adobe.com\/content\/dam\/dx-dc\/pdf\/ue\/forrester-digital-documents-necessity-e-signatures-spotlight-ue.pdf\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Forrester<\/a>, 50% of all businesses struggled with slow document workflows amid the pandemic<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 id=\"Using_Revv_to_build_your_electronic_signature_workflow\"><strong>Use Revv: The best solution to build your electronic signature workflow<\/strong><\/h2>\n\n\n\n<p>If you\u2019re looking for a system to help you handle all of this, look no further than <a href=\"https:\/\/www.revv.so\/?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=Best+Practices+for+Building+Your+e-Signature+Workflow\" target=\"_blank\" rel=\"noreferrer noopener\">Revv<\/a>. Building an electronic signature workflow may seem like a lot of work at first, but Revv is here to make the process quick and easy for you.&nbsp;<\/p>\n\n\n\n<p>Revv is a powerful document workflow engine built with simplicity in mind. It comes with advanced document automation features coupled with electronic signature technology which magnifies the efficiency and productivity of more than 10,000 customers.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Revv Fact\ud83d\udca1<\/strong><br>64% of our customers close documents in less than 60 minutes.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 id=\"1._Business_apps_integration_to_run_your_workflows_end-to-end\"><strong>1. Business apps integration to run your workflows end-to-end<\/strong><\/h3>\n\n\n\n<p>With Revv, you get the comfort of running your document workflows within your favorite business apps. Revv seamlessly integrates with your existing tools and business processes, offering greater flexibility and control to your current workflow without any hiccups.<\/p>\n\n\n\n<p>You may want to:<\/p>\n\n\n\n<ul><li>Trigger sales contracts from CRM<\/li><li>Run offer letters from HRMS<\/li><li>Generate invoices post-contract signature<\/li><li>Send the signed document back to CRM<\/li><li>Store the signed digital documents to other cloud storage systems like Box<\/li><li>Update the system of records with signed documents and revised information<\/li><li>Or activate the next workflows from your apps based on the document status and information shared by Revv &nbsp;&nbsp;<\/li><\/ul>\n\n\n\n<p>These are a few of many use cases that can be solved in a jiffy with integration.<\/p>\n\n\n\n<p>Leverage Revv\u2019s in-built integration to couple your business application in a couple of mouse clicks.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/Integrations-box.png\" alt=\"Revv - the best document automation and electronic signature software for businesses\"\/><\/figure>\n\n\n\n<p>Alternatively, you can unite your app with Revv via <a href=\"https:\/\/build.revv.so\/\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Native APIs<\/a>.<\/p>\n\n\n\n<p>What\u2019s more? Connect Revv to 4000+ apps using <a href=\"https:\/\/zapier.com\/apps\/revv-documents\/integrations\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Zapier<\/a>.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Want to see how Revv can power up your eSignature workflows?<\/strong><br><a href=\"https:\/\/www.revv.so\/signmeupnow.html?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=Best+Practices+for+Building+Your+e-Signature+Workflow\" target=\"_blank\" rel=\"noreferrer noopener\">Schedule a demo with us!<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p id=\"How_does_Revv\u2019s_integration_boost_automation?_|_Revv_+_Box_example\"><strong>How does Revv\u2019s integration boost automation? | Revv + Box example<\/strong><\/p>\n\n\n\n<p id=\"How_does_Revv\u2019s_integration_boost_automation?_|_Revv_+_Box_example\">Revv &amp; Box together make a high-velocity workflow solution. When you unite Revv\u2019s power of document automation &amp; eSignature with Box\u2019s cloud storage and workflows &#8211; your business processes run seamlessly &amp; ensure business continuity.<\/p>\n\n\n\n<p>Now, with the right content &amp; data, create and manage workflows irrespective of the complexity and size of the teams.<\/p>\n\n\n\n<p><strong>Here\u2019s one of the examples of what an automated workflow can look like with Revv+Box<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/Jan+28.png\" alt=\"Learn how Revv\u2019s electronic signature best practices enable you to automate workflows seamlessly.\"\/><\/figure>\n\n\n\n<p>From sales &amp; marketing to legal &amp; procurement, business functions across industries can benefit from Revv + Box integration, and automate their standard and repetitive tasks like:<\/p>\n\n\n\n<ul><li>Customer onboarding&nbsp;<\/li><li>Employee onboarding&nbsp;<\/li><li>Contract renewals&nbsp;<\/li><li>Policy renewals&nbsp;<\/li><li>Vendor management&nbsp;<\/li><li>Contract management&nbsp;<\/li><li>Invoice management<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>How does Revv + Box integration work?<\/strong><\/p>\n\n\n\n<p>1. Trigger workflows between Revv &amp; Box for actions taken on a document.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/28.png\" alt=\"The metadata shared and stored by Revv can be used to trigger the attached and following workflows\"\/><\/figure>\n\n\n\n<p>2. Store custom data associated with documents in Box. Automatically route Revv documents and associated document information to the Box folders in the chosen format. Export the document\u2019s audit history in Box in the form of the \u2018Evidence Summary\u2019 certificate.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/27.png\" alt=\"With Revv's 'Pipeline' feature, automatically stores the e-signed documents, audit trails, &amp; metadata to Box\n\"\/><\/figure>\n\n\n\n<p>3. Take workflow actions in Box based on the Document Metadata generated in Revv. Trigger workflows from Box ranging from a document upload, document metadata, document form fields, or a change in metadata attribute, quote line items, or form fields.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/26.png\" alt=\"The metadata shared and stored by Revv can be used to trigger the attached and following workflows\"\/><\/figure>\n\n\n\n<h3 id=\"2._Precise_data_mapping_to_Revv,_ensuring_nothing_slips_through_the_cracks\"><strong>2. Precise data mapping to Revv, ensuring nothing slips through the cracks<\/strong><\/h3>\n\n\n\n<p>The oxygen to all business processes is data; data that is correct &amp; precise.&nbsp;<\/p>\n\n\n\n<p>Even if your document workflows are intuitive and self-driven, flawed data means dysfunctional processes, huge correction costs, erroneous insights, wrong business decisions, which could hurt your business immensely.<br><br>When running but not random data, the right and This is the most grueling task of all and the most important link to the document workflows.<\/p>\n\n\n\n<p>Solution?<br>Map the data fields between your apps accurately. Most of the time, this task elongates to weeks as it requires the involvement of technical teams, running codes or scripts, or configuration via APIs. These data fields mapping tasks aggravates further based upon the complexity and size of data and documents.<\/p>\n\n\n\n<p>But, worry no more! Revv has the best solution for it, literally the best.<\/p>\n\n\n\n<p><strong>Revv\u2019s Data Studio feature <\/strong>makes the data mapping process as easy as pie. Here\u2019s how:<\/p>\n\n\n\n<ul><li>Easy point-to-click way to map data fields&nbsp;<\/li><li>Merge data fields from your business apps (like address line 1, address line 2, pin, country) to more meaningful fields (like one field &#8211; Address) in Revv<\/li><li>Reduce the data mapping task to minutes&nbsp;<\/li><li>Create precise documents irrespective of the size and complexity of data<\/li><li>Get freedom from Excel Sheets to Doc generation<\/li><li>No more backbreaking tasks of data mapping via scripts, coding, APIs, and integration platforms<\/li><li>Scale up as your business data grows and run your document workflows seamlessly<\/li><li>One-time process&nbsp;<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/data+mapping.png\" alt=\"With Revv's Data studio feature, seamlessly map your company's tool data to the Revv platform\n\"\/><\/figure>\n\n\n\n<h3 id=\"3._Customizable_templates_&amp;_rich_editor_to_generate_documents_on_the_go\"><strong>3. Customizable templates and rich editor to generate documents on the go<\/strong><\/h3>\n\n\n\n<p>Revv gives you an enormous library of 1000+ ready-to-use templates to gain back hours of productive time. From quotes, agreements, contracts, proposals, to statements of work, letters, and many others &#8211; Revv ensures you find the template you are looking for.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/4_Templates.png\" alt=\"Revv's e-signature software offers you 1000+ business templates suitable for all company-type and industry-type\"\/><\/figure>\n\n\n\n<p>If you want to customize an existing template or want to create a template from the ground up, Revv\u2019s feature-rich editor makes it an easy job. You can import images, add page breaks, text, table, and even import data by syncing your Google Sheets with Revv.<\/p>\n\n\n\n<p>You can also turn an electronic document into a template that can be repurposed later.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/5_richdoceditor.png\" alt=\"No more need to consult legal counsel with using Revv's templates as all the templates are legally vetted\"\/><\/figure>\n\n\n\n<h3 id=\"4._Automate_repetitive_data_filling_with_form_fields\"><strong>4. Automate repetitive data filling with form fields<\/strong><\/h3>\n\n\n\n<p>Let\u2019s say you have a 50-pages long document where every page has your customer mentioned at least once. Copy-pasting the name of your customers so many times isn\u2019t only time wastage but also a tedious task. The weariness in executing this task increases multifold when many fields require repetitive filling.<\/p>\n\n\n\n<p>Revv puts a stop to this with its form fields feature. Revv lets you turn these repetitive fields into form fields at a template level. While creating the electronic document from this template, you need to fill the form field only once and it will be replicated throughout the document.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/online-sign-management\/form+fields.png\" alt=\"Revv's e-signature software technology offers dynamic form fields to quickly fill the electronic information \"\/><\/figure>\n\n\n\n<p>If you are pulling the data in the form fields from your business apps, once you map Revv\u2019s form fields with your app\u2019s data fields via the Data Studio feature, Revv will populate the electronic documents with the desired data.<\/p>\n\n\n\n<p id=\"Do_more_with_form_fields:_Gather_information_from_recipients_before_they_eSign\"><strong>Do more with form fields: Gather information from recipients before they eSign<\/strong><\/p>\n\n\n\n<p>If you want to receive some information from your signers along with e-signatures, assign those form fields to the respective recipient. It will prompt the signer to fill in the information before signing the dotted line.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"579\" src=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/7-1024x579.png\" alt=\"Alt-text: Revv's e-signature software services enable senders to gather important data from customers via form fields\" class=\"wp-image-1585\" srcset=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/7-1024x579.png 1024w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/7-300x170.png 300w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/7-768x434.png 768w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/7.png 1380w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Skyrocket your eSignature workflows with Revv!<\/strong><br><a href=\"https:\/\/www.revv.so\/signup?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=Best+Practices+for+Building+Your+e-Signature+Workflow\" target=\"_blank\" rel=\"noreferrer noopener\">Start your free trial today<\/a>, No credit card required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 id=\"5._Put_internal_approval_workflows_on_autopilot\"><strong>5. Put internal approval workflows on autopilot<\/strong><\/h3>\n\n\n\n<p>\u201cI missed the mail. You should have reminded me.\u201d<br>\u201cWhy was the wrong line item sent to the customer without the consultation?\u201d<br>\u201cThe discount sent in the quote is too high making the whole deal less profitable.\u201d<\/p>\n\n\n\n<p>Usually, teams are left with these questions or statements when they lose a deal or contract because:<\/p>\n\n\n\n<ul><li>It didn\u2019t reach the customer due to a delay in internal approvals<\/li><li>The team wasn\u2019t aware that the electronic document has to go for the manager\u2019s review and approval before sending it to the customer<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>Regulate this entire chaos like a pro with Revv\u2019s approval workflows. You can configure these approval workflows at <a href=\"https:\/\/www.revv.so\/blog\/how-to-automate-document-approval-workflow-process\/\" target=\"_blank\" rel=\"noreferrer noopener\">form field level<\/a>, <a href=\"https:\/\/www.revv.so\/docs\/create-approval-workflow-rules-based-on-custom-fields\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">clause level<\/a>, and <a href=\"https:\/\/www.revv.so\/blog\/how-does-a-cpq-system-work-step-by-step-process\/#approval\" target=\"_blank\" rel=\"noreferrer noopener\">quote level<\/a>.<\/p>\n\n\n\n<p><strong>What\u2019s more?<\/strong><\/p>\n\n\n\n<p>You can also decide the order of these approvals:<\/p>\n\n\n\n<p><strong>Sequential:<\/strong> whether the doc should move to another approver once it is approved by the previous one<br><strong>Parallel:<\/strong> whether the doc should go to all the approvers at once for approval<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>It&#8217;s a value-for-money software when it comes to getting approval faster &amp; secure. All the things are predefined &amp; anyone can use them without having deep technical knowledge.<\/p><cite>User Review, <a href=\"https:\/\/www.g2.com\/products\/revv-revv\/reviews\" target=\"_blank\" rel=\"noreferrer noopener\">G2<\/a><\/cite><\/blockquote>\n\n\n\n<p>The workflow is very simple to create, select a condition and define the actions.<\/p>\n\n\n\n<p>Once a condition is triggered, the electronic document gets automatically routed to the respective approvers for review, and they get notified to take action.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1380\" height=\"780\" src=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/9-1024x579.png\" alt=\"Electronic signature software, Revv enables you to automate the internal approval process\n\" class=\"wp-image-1586\" srcset=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/9-1024x579.png 1024w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/9-300x170.png 300w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/9-768x434.png 768w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/9.png 1380w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/figure>\n\n\n\n<p>Revv also provides you a flexible option to send the document to other key decision-makers for their review using the \u2018Send for email\u2019 feature and give them permission to view or edit.<\/p>\n\n\n\n<h3 id=\"6._Complete_eSigning_ceremony_with_pioneering_electronic_signature_features_\"><strong>6. Complete eSigning ceremony with pioneering electronic signature features<\/strong><\/h3>\n\n\n\n<p><strong>Bank-grade electronic signature:<\/strong> Revv offers bank-grade <a href=\"https:\/\/www.revv.so\/workflow-esignature-consent.html?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=Best+Practices+for+Building+Your+e-Signature+Workflow\" target=\"_blank\" rel=\"noreferrer noopener\">electronic signature services<\/a> that are user-friendly for both the sender and the signer. Revv <a href=\"https:\/\/www.revv.so\/trust\/security.html?utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=Best+Practices+for+Building+Your+e-Signature+Workflow\" target=\"_blank\" rel=\"noreferrer noopener\">safeguards each transaction<\/a> by securing it with multiple layers of encryption and AWS global cloud certification \u2013 CSA, SOC 1, SOC 2, and ISO 27001.<\/p>\n\n\n\n<p><strong>\u200b\u200bSoft signature: <\/strong>Not all documents demand e-signatures, some can be closed by receiving the recipient\u2019s consent in the form of \u2018accept or reject.\u2019 Revv\u2019s \u2018Send for acceptance\u2019 is a flexible alternative to electronic signatures. This is essentially the equivalent of clicking \u201cI agree\u201d when you accept cookies or install an app and agree to the terms of service. There is also legal precedence for soft signatures being legally binding in the U.S. and Europe. Revv offers video authentication for soft signatures.<\/p>\n\n\n\n<p><strong>Compliance with eSignature laws:<\/strong> Revv gives you the ease to do business anywhere. Revv complies with local and global eSignature regulations like Electronic Signatures in Global and National Commerce Act (<a href=\"https:\/\/www.revv.so\/blog\/ueta-and-esign-act-a-practical-guide\/\" target=\"_blank\" rel=\"noreferrer noopener\">ESIGN<\/a> Act), Uniform Electronic Transactions Act&nbsp;(UETA), the eIDAS regulation, and industry standards, making the electronic signatures valid around the world. Here are the steps Revv takes to <a href=\"https:\/\/www.revv.so\/blog\/validity-of-electronic-signatures-law\/\" target=\"_blank\" rel=\"noreferrer noopener\">make e-signatures valid<\/a>.<\/p>\n\n\n\n<p>a) By obtaining the consent of the recipient to do business electronically. Revv asks the signer to tick on a checkbox to capture this. Revv also provides the signer an option to opt-out by clicking on the \u2018Decline\u2019 option.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/31.png\" alt=\"Revv's  e-signature technology captures the intent and consent of signing parties\"\/><\/figure>\n\n\n\n<p>b) When using Revv\u2019s esigning services, both the senders and signers can download the entire audit trail in the form of an \u2018evidence summary certificate.\u2019&nbsp;<\/p>\n\n\n\n<p>Revv\u2019s <a href=\"https:\/\/www.youtube.com\/watch?v=EcVoK1IF-RU\" target=\"_blank\" rel=\"noreferrer noopener\">evidence summary<\/a> provides a detailed audit trail with signers,\u2019 IP addresses, and a log of all the actions action taken during the signing process with data and time stamps. The evidence summary safeguards your contract from fraud, forgery, admissibility risk, and ensures compliance and validity.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/32.png\" alt=\"The parties involved in the signing process can see the other parties and also download the audit trail\n\"\/><\/figure>\n\n\n\n<p>Revv also creates a unique eSignature URL for every Signer that authenticates the signer.<\/p>\n\n\n\n<p><strong>Verification of signer\u2019s identity via two-factor authentication (2FA): <\/strong>Revv offers robust security measures like SMS and email authentication to provide twice the security. That way, not just anyone can sign documents in your place. The 2FA method verifies the recipients\u2019 identity. With this feature, the designated signer receives an email containing a unique URL linking to access the document. Once clicked, the signer receives a code via SMS on their device to unlock the document.<\/p>\n\n\n\n<p>Revv also includes video capabilities in the \u2018send for acceptance\u2019 feature where you can send and request video consent during the signing process.&nbsp;<\/p>\n\n\n\n<p><strong>Mega signing, send the same document to multiple signers in one single workflow: <\/strong>If your business demands to send a document to hundreds of signers in one go, where each document has customized information of a particular signer, you can achieve so by using \u2018<a href=\"https:\/\/www.revv.so\/docs\/how-to-send-multiple-documents-for-filling-and-esign\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Create documents in bulk<\/a> option. This feature helps you to customize each document with standard details like name and address, and send as many documents as you want to e-sign.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"579\" src=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/13-1024x579.png\" alt=\"Send your documents to multiple parties or customers at once using 'Bulk' option provided by Revv's e-signature services \" class=\"wp-image-1591\" srcset=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/13-1024x579.png 1024w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/13-300x170.png 300w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/13-768x434.png 768w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/13.png 1380w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Convenience for the recipients to sign documents from anywhere:<\/strong> Revv provides step-by-step navigation to guide signers through the process and ensures they complete all required sections before submitting.<\/p>\n\n\n\n<p>Documents sent via Revv can be e-signed anywhere in the world from any device. Recipients or signers can also customize their eSignatures with Revv. They can \u2018Draw signatures,\u2019 \u2018scan and upload signatures,\u2019 choose from \u2018pre-formatted text styles,\u2019 and even connect their crypto-wallet <a href=\"https:\/\/www.revv.so\/sign-documents-with-metamask-wallet.html\" target=\"_blank\" rel=\"noreferrer noopener\">MetaMask<\/a> to complete the signing process.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/eSign+type.png\" alt=\"Recipients or signers can also customize their eSignatures with Revv. They can \u2018Draw signatures,\u2019 \u2018scan and upload signatures,\u2019 choose from \u2018pre-formatted text styles,\u2019 and even connect their crypto-wallet MetaMask to complete the signing process\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Wait! There is more!<\/strong><br><br>Once signed, all the documents are neatly stored and organized in a cloud-based repository in Revv, where all digital documents are easily searchable and managed. <br><br>You can also extract the metadata using the \u2018Metalens\u2019 feature. This metadata proves beneficial to identify the next workflows or make the right business decisions.<br><br>Aside from this, Revv empowers employees, customers, and all users to collaborate on Revv documents anywhere around the world in real-time. They can tag other people, add notes, and also upload supporting documents.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 id=\"7._Track_the_progress_of_eSignature_document\"><strong>7. Track the progress of eSignature document<\/strong><\/h3>\n\n\n\n<p>Revv\u2019s \u2018Activity\u2019 tab enables the users to track each action taken on the document &#8211; whether the document is viewed, which all signers have e-signed it, where is it pending, and how many times is it viewed. This helps the senders to identify where the document is stuck and intervene at the right time to process it further.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignlook\/activity+feature.png\" alt=\"Revv's e-signature software provides 'Activity' feature to track the action taken by a person on the document, &amp; helps to act in time\"\/><\/figure>\n\n\n\n<p>Revv also notifies the senders via email once the signing is complete along with the link to view the signed document.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"579\" src=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/16-1024x579.png\" alt=\"Revv notifies the senders once the document gets e-signature along with the document uniquely linked to the signatories\" class=\"wp-image-1593\" srcset=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/16-1024x579.png 1024w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/16-300x170.png 300w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/16-768x434.png 768w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/16.png 1380w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>\ud83c\udf81 <strong>Bonus<\/strong> <br>With Revv\u2019s \u2018Pipeline\u2019 feature, you can also set up reminders and their frequency to notify the recipients to take action on documents.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 id=\"8._Decide_what_happens_next_after_your_document_completes_a_milestone\"><strong>8. Decide what happens next after your document completes a milestone<\/strong><\/h3>\n\n\n\n<p>Varying on the business needs, you might want to take some intermediary steps between your document processes. For example,<\/p>\n\n\n\n<ul><li>Your manager might have asked you to keep him in the loop when onboarding a new vendor.<\/li><li>The payroll team wants you to share the employment agreement for documentation purposes<\/li><li>The finance team wants to receive a copy of the signed sales contract to proceed with the payments<\/li><li>The legal team requires a copy of NDAs and contracts for compliance purposes<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p>And many more\u2026..<\/p>\n\n\n\n<p>Revv\u2019s \u2018Pipeline\u2019 feature facilitates you to create workflows for each stage of your document process and complete all the tasks. It is based on the Kanban method of managing the workflows.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"579\" src=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/20-1024x579.png\" alt=\"Revv's 'Pipeline' features let us view a document's progress through different stages - creation, approvals, signatures, etc.\n\" class=\"wp-image-1598\" srcset=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/20-1024x579.png 1024w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/20-300x170.png 300w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/20-768x434.png 768w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/20.png 1380w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>How?<\/p>\n\n\n\n<p><strong>Step 1: <\/strong>Create a pipeline and select the template for which you want to create these pipeline workflows.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/29.png\" alt=\"Revv's e-sign technology gives empowers you to automate workflows surrounding the signatures as well\"\/><\/figure>\n\n\n\n<p><strong>Step 2: <\/strong>Go to that \u2018Pipeline,\u2019 click on the tab \u2018Automate Workflow,\u2019 and split your document process into lanes. These document processes are \u2018events.\u2019 Add the events against the right \u2018lane.\u2019 You can also customize the \u2018lanes\u2019 as per your business needs.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/30.png\" alt=\"\"\/><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>I love the combination of e-signature, custom document authoring tools, and pipeline management in one. It\u2019s a one-stop shop for our document management and integrates well into our existing tools and processes.<\/p><cite>User Review, <a href=\"https:\/\/www.g2.com\/products\/revv-revv\/reviews\" target=\"_blank\" rel=\"noreferrer noopener\">G2<\/a><\/cite><\/blockquote>\n\n\n\n<p><strong>Step 3:<\/strong> Now go to the \u2018JTBD\u2019 tab and define the jobs that need to be done for each lane, for example:&nbsp;<\/p>\n\n\n\n<ul><li>When the document reaches the \u2018Employee NDA eSigned\u2019 lane, then perform the job \u2018NOTIFY\u2019 to update the Managers, Payroll, and Admin team<\/li><li>When the document reaches the \u2018Employee NDA eSigned\u2019 lane, then perform the job \u2018NOTIFY &amp; SHARE\u2019 to update and deliver the signed document to Managers<\/li><\/ul>\n\n\n\n<p>You can configure as many jobs as you like. Revv gives you many job options to choose from.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"https:\/\/d34fwl795uvawg.cloudfront.net\/images\/blog\/esign\/esignature-workflow\/11_laneJTBD.png\" alt=\"\"\/><\/figure>\n\n\n\n<p>The best news is that even with all these features, you\u2019re able to <a href=\"https:\/\/www.revv.so\/signup\/?plan=plan-c-monthly-trial&amp;button=signup-from-navbar&amp;utm_source=revv_blog&amp;utm_medium=blog&amp;utm_campaign=Best+Practices+for+Building+Your+e-Signature+Workflow\" target=\"_blank\" rel=\"noreferrer noopener\">sign up for Revv at no cost<\/a>. You don\u2019t even have to input credit card information for future billing! The free plan includes the basics that are ideal for smaller businesses. There are also advanced and premium plans available for an extra cost that come with more features and are ideal for medium or large companies.&nbsp;<\/p>\n\n\n\n<h2 id=\"Summing_it_up\"><strong>Summing it up<\/strong><\/h2>\n\n\n\n<p>Building your electronic signature workflow is easy when you follow the best practices outlined above. Using a credible platform like Revv will also help make the entire process simple from start to finish.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/Revv-Ratings-1024x576.png\" alt=\"\" class=\"wp-image-1601\" srcset=\"https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/Revv-Ratings-1024x576.png 1024w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/Revv-Ratings-300x169.png 300w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/Revv-Ratings-768x432.png 768w, https:\/\/www.revv.so\/blog\/wp-content\/uploads\/2022\/01\/Revv-Ratings.png 1382w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>At the end of the day, when it comes to electronic signature workflows, you\u2019re going to get out of it what you put in. If you invest time and resources into setting up a solid process that flows well and doesn\u2019t glitch, you\u2019re going to end up with better results than if you were just to throw some documents together and randomly send them out to clients. Working with Revv will help you save time and resources to end up with a <a href=\"https:\/\/www.revv.so\/blog\/how-do-you-esign-document-workflow-process\/\" target=\"_blank\" rel=\"noreferrer noopener\">flawless electronic signature workflow <\/a>that allows your business to run smoothly.&nbsp;<\/p>\n\n\n\n<p><strong>Sources:<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/smallbusiness.chron.com\/top-ten-ways-improve-customers-experience-25745.html\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"broken_link\">Top Ten Ways to Improve a Customer\u2019s Experience | Houston Chronicle<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.forbes.com\/sites\/mikekappel\/2018\/07\/11\/6-reasons-why-going-paperless-benefits-your-business\/?sh=79a3145345ec\" target=\"_blank\" rel=\"noreferrer noopener\">6 Reasons Why Going Paperless Benefits Your Business | Forbes<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.business.com\/articles\/electronic-signatures-and-the-law-what-you-need-to-know\/\" target=\"_blank\" rel=\"noreferrer noopener\">Electronic Signatures and the Law: What You Need to Know | Business.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You\u2019ve probably started receiving e-signatures from a plethora of different avenues. It is extremely exciting to do the signing process online, but one big question remains: is it optimized for your business?&nbsp; The simplicity of the process has made it far easier for businesses to get documents signed, but what are the best practices for [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":1240,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[16],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Best Practices for Building Your e-Signature Workflow<\/title>\n<meta name=\"description\" content=\"Learn the best practices for building your e-signature workflow include establishing authentication and data capture methods.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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