The Best Sales Proposal Software to Close More Sales Faster
E-sign over the web through your website in advance? Check. E-sign in person on a kiosk, tablet, phone, computer, or specialized signature tablet? Check. Simple waiver forms with powerful features like embedding a webcam photo? We’ve got you covered. Need complex sales proposals? We’ve got that too. If-then “branching” logic? Covered. PDFs? Sure, no problem. Export CSV data? Yep, we’ve got that too.
If you need some configuration we don’t yet have, drop us a line, we’ll probably build it, or already have it in the works.
SwiftCloud has a unique approach to electronic signature: we make webpages signable. For many clients, this is the easiest, fastest, least expensive approach from the many options out there. Need the same waiver or sales contract or form signed hundreds, thousands, or even millions of times? SwiftCloud Electronic Signature we believe is the best option on the market for clients like you.
Easy & Paperless
Each electronic signature doc (or envelope, a bundle of related docs / invoices etc) will create a PDF which will be emailed to both you and the signor. We’ll also store it online in your SwiftCloud drive, in a private cloud storage folder shared with that signor. Your electronic signature doc will be hosted on SwiftCloud, but branded to you, with your logo & colors, so the doc cannot be tampered with, and then after electronic signature we return the user to your site (or payment, or more docs, etc. – whatever you choose).
Each electronic signature will also automatically add the signor(s) to your address book, so you could easily message people, follow up, export for marketing and much more.
Sales Proposal Setup is Easy…
More SwiftCloud Sales Proposal Software Features…
Easy, Instant Electronic Signature On Any Device
SwiftCloud Electronic Signature is an easy way to make any document signable online over the web via mobile phone, tablet, or desktop. It’s legally binding, more secure than paper so your binding agreements are instant and easy.
Simple But Powerful
Since electronic signature is still fairly new, we believe it must be very, very simple to use - but still offer you the features you need like multi-party signatures, "envelopes" to pack multiple documents together, export and notifications and more.
Re-Usable Document Templates
Unlike some competitors that require you to drag and drop "sign here" stickers each time, SwiftCloud Electronic Signature allows you to save templates for instant re-use - even if just some of the data in it changes.
Workflow Implementation Your Way
Options for implementation include email or SMS requests to a URL, embedding into your website via iFrame, co-brand links to your website user flows, feed webforms into electronic signature docs - or get geeky and dive into our APIs to setup on your own site.
Seamless SwiftCloud Tools Integration
SwiftCloud Electronic Signature is part of the SwiftCloud ecosystem - so you’ve automatically got options for online payment & e-commerce or invoices, sales contracts into Swift CRM or other apps, centralized contact management and more.
Bank-Grade Security & Audit Trail Fingerprinting
256-bit SSLs, complete browser fingerprinting, time-date stamping, and GPS location tracking are just some of the enforcement mechanisms to ensure any challenge in unlikely event of disagreement is upheld in courts around the world.
Export PDFs, Images, CSV Spreadsheets & API flow.
All signed documents and envelopes are automatically saved to your account - and can be exported to your system automatically, emailed to you or others, trigger automation such as marketing, sales, accounting, or task management to deliver you real-world results.
Action Based, Human-First Design
We believe human habits are harder to change than software - so when possible, we make the software conform to you and your business. Customize labels, and always have crystal clear guidance as to the next step of any sale - then put systems on autopilot to grow revenues.
Pricing per month when paid annually.
|Solopreneur||Team||Business||Enterprise & API|
|$12.50/mo Start Now||$20/mo Start Now||$49/mo Start Now||
800.840.3928 Ext 1
|PDFs attached to email for you and signer||Solopreneur features, plus...||Team features, plus||Business features, plus...|
|100 signatures/mo||250 signatures/mo||500 signatures /mo||Whatever you need, & we can probably make it happen|
|1 Template, unlimited signatures||Envelope Bundles||Dynamic Notification System for Sales Teams||HIPAA, On-premise, API Integration options|
|Extended Audit trail plus legal support options||Multi-party signatures||Administrator Oversight & Controls||Custom Domains|
|Phone & Tablet in-person mode||Bulk signature request||CRM Integration Options||End to End Encryption Options|
|Email & Basic Automation||Advanced Automation||Branded experience logo, background customized||Invoice / Purchase Order Payment Options|
|Paypal payment options||Advanced payment options||Auto-Export to Google, Box, Dropbox||Phone & on-premise support options|
|Phone callback Support||Live phone support with support guarantees|
SwiftCloud Electronic Signature is always free for the signor. Click here to compare the free package to business packages.
Education packages with mass signature request & tracking available for qualified schools.
Need some help with the above? We can help - contact us.
Custom software solutions & integrations available.
Just starting out? We’d love to grow with your business. Note all the above packages start with a 30 day free trial, but if you need more than 30 days, our free package offers:
- Max 5 Signatures a Month using 1 template
- Advertising supported emails
- PDFs of signed docs require login (not attached to email)
- Certain features disabled
Guaranteed Value > Investment
Everything we do should be well above 100% ROI - in fact, we'll guarantee all service for 60 days with an unconditional money-back guarantee.
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 countries
UPDATED: Country-specifics list started:Brazil
Practically 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 ......More...
Electronic Signature & Payment is easy.
In short you have two options:Get Money then e-Signature or Get e-Signature then Money
Either are fine, and which is right for you depends on the nature of your sale. If you have a smaller amount (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” like this:
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 typically a receipt and thanks message confirming what ......More...
What People Are Saying…
I love how easy to use SwiftCloud is for us – it’s just “set it and forget it”. Swift Cloud’s e-sign simply works, was easy to integrate, clients like it, and it saves us time and money. Well done – I’m a happy customer.
Sales Proposal Software Blog Articles
How will sales proposal software help your business grow?
|Activity Waivers with Photos|
|Liability Waiver PDF Form|
|Liability Waiver Form|
|Sample Waiver Form|
|Free Business Forms|
|Sales Proposal Template|
|Consulting Services Agreement|
|Private Loan Agreement|
|Website Development Agreement|
|Rental / Lease Agreement|
|Human Resources Forms|
|Nondisclosure Agreement ("NDA")|
|Employee Termination Letter|
|Employment Application Form|
|Letter of Resignation|
|Independent Contractor Agreement|
|Tax Forms for U.S.A.|
|1099 - MISC|
|I-9 Employment Eligibility|
Sales Proposal Software is also known as…
|sa hannu na lantarki|
|sahihi ya elektroniki|