EchoSign 4.0
EchoSign 4.0 provides you with much improved visibility to your document signing process that allows you to further improve your business performance.
Key features include:
Real-Time, Custom Reports
EchoSign Reports provides you with clear visibility into your contract signature business processes. They offer a visual dashboard so you can measure performance at a glance. You can also quickly create your own reports, track the status of your agreements over time.
EchoSign Reports are enabled for Enterprise Edition customers only. Learn more.
Benchmark your Performance with your Peers
EchoSign Benchmarking gives you unprecedented insight and analysis into your organization’s performance against peer companies in your industry, as well as a holistic view of your industry’s performance. EchoSign Benchmarking is strictly “opt-in” and anonymous and only users who opt-in are allowed access to benchmarking data. If you choose to opt-in into the program, you will be able to compare your organization’s Time-to-Sign and %-Signed performance with other EchoSign customers in selected vertical markets — Sales, Media, Telecom and more.
EchoSign Benchmarking is enabled for Enterprise Edition customers only. Learn more.
Alerts
EchoSign Alerts provide you with instant notification on issues and delays in the document signing process such that you can take corrective action on time and ensure agreements are signed as quickly as possible. Sales reps will now know in real-time which contracts have, and haven’t, been viewed by prospects. Sales managers will now be notified the second a big deal closes — and get daily push reports of all the contracts across their company.
EchoSign Alerts are enabled for Enterprise Edition customers only. Learn more.
Enforce Contracting Rules Through Custom Workflows
Organizations can now use custom send pages that reflect their business process. For example, if the accounting department needs to be cc’d on every agreement sent out for signature, or if agreements are always signed sequentially by the same parties, the business can create this workflow once and ensure that the signature process will match the required business process so that the contract is executed as efficiently as possible.
EchoSign Custom Workflows are enabled for Enterprise Edition customers only. Learn more.
Groups: Track in Real-Time Which of Your Teams are Performing
With EchoSign 4.0’s flexible management configuration controls, account administrators can create, assign and move accounts between groups across an enterprise, allowing them to strategically identify processes that are enhancing the way an organization is already selling. For example, you can now track in real-time how the sales team in Bangalore compares to the sales team in Toronto. You no longer need to rely just on the subjective data in a CRM system or a forecast. You’ll know how each team is closing, 24x7x365.
EchoSign Groups are enabled for Enterprise Edition customers only.