Anyone use electronic contract signatures? 1

[StrucPatholgst]

I started using Zoho for the estimates and proposals, and got the Zoho Sign integrated. And linked it to Square for the payments and retainers. I'm still in the trial period, wondering if anyone has bad stories to share. So far it seems to work.

 

[phamENG]

Not Zoho, but I do use the DocuSign integration with BQE. Works really well. Clients actually return signed contracts with all of my lawyer's required initials and other information rather than just a scribble on the signature line and a back and forth of trying to get them to fill it out properly.

 

[gte447f]

Not Zoho, but I use Adobe Sign from within Adobe Acrobat, and every since I started using it, it has been much better than trying to get a decent signature by sending the pdf's myself via a bunch of emails back and forth.

Of course, for larger, more sophisticated clients, I usually have to sign their agreements.

 

[milkshakelake]

@phamENG I'm curious, what does "integration with BQE" mean? Also, how much are you paying? I see online that there are options for $10 and $25 per month. If I can just pay that and eliminate a lot of the back and forth with signing stuff, it would be well worth it.

 

[phamENG]

BQE Core is an Engineering/Architecture focused project management, time/expense tracking, CRM, Accounting, and invoicing platform. It's expensive, but I got sick of shoe-horning generic and cheap software into the way I was trying to run and bill projects. I think it's only slightly more than Quickbooks the way I have it configured. But I can upload a PDF of a proposal (they have a native proposal builder, but I can't get it to work right with the integration), store it in the software, and then send it to DocuSign to fill out signatures and email to the client. I'm paying $20/month for DocuSign.