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CPQ
What is the Difference Between a Quote and a Proposal?
In the intricate landscape of sales and business interactions, the terms "quote" and "proposal" are frequently used interchangeably. However, a closer examination reveals distinct differences between the two. Both play pivotal roles in the sales process, but their purposes, structures, and outcomes are markedly unique.
08/24/2023
4 min read
Document automation
What is Document Generation and Why Is It Important
Document generation is the process of automatically creating documents based on predefined templates and data inputs.
08/22/2023
3 min read
CPQ
eSignature
What is Proposal Management Software and How Does it Help Sales?
How to empower sales with proposal management software Creating business proposals that contain valuable and personalized content requires people to collaborate and exchange ideas.
08/22/2023
6 min read
eSignature
How to manage 2 signatures on a document
As technology and business models continues to evolve, traditional paper-based processes no longer align with the landscape’s fast-paced demands. eSignature is essential for keeping pace, revolutionizing the way documents are signed, sealed, and delivered.
08/22/2023
3 min read
eSignature
What is the difference between a signee and a signer?
If you’ve signed a contract in the last couple of years, it’s likely you’ve used a game-changing advancement at the forefront of digital transformation: eSignature. The digital or electronic signature is revolutionizing the way we do business and expediting document workflows.
08/22/2023
2 min read
eSignature
What are advanced and qualified electronic signatures?
A digital signature is a type of electronic signature that uses cryptographic technology to create a digital certificate, to provide proof of an identity. By creating a unique digital fingerprint, digital signatures provide the highest level of security assurance by verifying the signer’s identity.
08/16/2023
3 min read
eSignature
Electronic vs Digital Signatures: What are the Differences?
While the terms electronic signature and digital signature are often used interchangeably, they actually represent distinct technologies with varying levels of security, features, and functions.
08/03/2023
2 min read
eSignature
4 Ways banks can improve processes
In the rapidly evolving landscape of modern banking, the imperative for staying ahead is underscored by both financial acumen and strategic process optimization.
08/03/2023
3 min read
eSignature
How eSignature Can Help Make Your Auto Loan Process Easier
In the rapidly evolving realm of auto financing, staying competitive goes beyond interest rates and loan terms; it encompasses the ability to embrace technological innovations that redefine the borrower-lender relationship. As the digital age continues to reshape financial practices, one innovation has emerged as a game-changer: eSignatures.
08/08/2023
3 min read
eSignature
Elevate your credit union operations: 6 ways your credit union can use eSignature
Credit unions find themselves at the crossroads of tradition and technological advancement in the rapidly evolving financial landscape. As members increasingly demand convenient and efficient services, credit unions embrace innovative solutions to stay competitive and enhance their offerings.
08/10/2023
3 min read
eSignature
5 Ways Your Credit Union Can Digitally Transform in 2023
The financial services industry is undergoing a monumental shift as digital transformation sweeps across every aspect of operations. This transformative wave is particularly significant for credit unions, which have long thrived on their community-oriented values and personalized service.
08/17/2023
4 min read
eSignature
How To Create an eSignature
In today's fast-paced digital world, the need for traditional paper-based signatures is rapidly diminishing. Instead, businesses and individuals are embracing the ease and efficiency of eSignatures to streamline the document signing processes.
08/17/2023
4 min read