The Ultimate Guide to Using SignNow for Marketing Proposals
In marketing, proposals are at the heart of your client relationships. Whether you’re offering a new campaign idea, presenting a strategy, or negotiating terms with a new partner, marketing proposals often require swift and clear approval to move forward. Traditionally, this involves printing documents, sending them for signatures, and tracking them manually—an outdated and often cumbersome process.
With signNow, you can completely transform how your marketing proposals are created, sent, signed, and tracked. In this ultimate guide, we’ll explore how signNow can help marketing professionals streamline their proposal process, reduce delays, and close deals faster.
1. Create Professional, Branded Marketing Proposals
The first step in a successful marketing proposal is ensuring that it looks professional and on-brand. When you’re competing for clients or presenting a new idea, a well-designed proposal can make all the difference. signNow offers powerful tools to help you create professional-looking proposals that match your company’s branding.
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Design custom templates in signNow that incorporate your company’s logo, color scheme, and typography. You can save these templates for future use, ensuring that your proposals are consistent across all clients and campaigns. With custom fields and editable text boxes, you can easily tailor each proposal to a specific client without having to start from scratch.
A branded, polished proposal not only helps make a strong first impression but also ensures that your clients feel confident in your professionalism and attention to detail.
2. Streamline Proposal Approval with Digital Signatures
Once your proposal is ready to go, the next step is getting it signed. In the past, this required printing, mailing, and waiting for clients to sign and send documents back. But with signNow, you can eliminate these delays by using digital signatures.
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Send proposals for e-signature directly from within signNow, and allow clients to sign electronically from any device. No printing or scanning is required. Once the client signs, you’ll be notified immediately, and you can download a legally binding, signed document within minutes.
Digital signatures reduce the time it takes to get your proposals approved, allowing your marketing team to move forward faster with campaigns, client collaborations, and new business opportunities.
3. Track Proposal Progress in Real-Time
Waiting for clients to sign proposals can be a frustrating process, especially when you don’t know where the document is in the approval cycle. With signNow, you can track the progress of every proposal in real time.
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Use signNow’s real-time notifications and tracking system to monitor the status of your proposals. You’ll know exactly when a proposal has been viewed, when it’s been signed, and if any action is required. If a client hasn’t signed yet, you can send automated reminders to keep the process on track.
Real-time tracking ensures that nothing slips through the cracks and helps your team stay on top of client approvals without constant follow-up emails.
4. Make Proposal Approvals Faster with Multi-Signer Workflows
For some proposals, the approval process requires multiple signatories—whether it’s a client’s internal team or various departments within your marketing team. signNow allows you to set up multi-signer workflows, making it easy to send a document to multiple recipients in the correct order.
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Set up a multi-signer workflow so that your proposals automatically flow to the right people in sequence. For example, if the proposal needs approval from both the client and the legal department, you can ensure that the client signs first and then send it to the legal team for final approval.
Multi-signer workflows ensure that your proposals move through the approval process smoothly, reducing delays and ensuring that everyone involved signs the document in the right order.
5. Customize Proposals with Client-Specific Fields
Every client and project is unique, so your proposals should reflect those differences. signNow allows you to create custom fields within your proposals to capture client-specific information, such as pricing, project timelines, or special terms.
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Use custom fields to automatically populate proposal documents with relevant client information. For example, if you’re offering a tailored marketing package, you can add fields for the client’s budget, goals, and target audience. This makes it easy to create personalized proposals that cater to each client’s needs.
Custom fields make it easy to tailor each proposal to individual clients, ensuring that you’re offering exactly what they need without having to manually adjust the document each time.
6. Secure Proposal Storage for Easy Access and Organization
Once your proposals are signed, it’s important to store them securely and in an organized manner for future reference. signNow provides secure, cloud-based storage, so you never have to worry about losing important documents.
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Store signed proposals in the cloud to ensure they’re safe, accessible, and organized. SignNow integrates with cloud storage services like Google Drive and Dropbox, allowing you to automatically store signed proposals in the right folders.
By keeping your proposals in a secure, cloud-based storage system, you can easily retrieve them at any time, whether you need to review terms with a client, reference pricing, or discuss project details.
7. Enable Proposal Payments with Integrated Payment Options
Some marketing proposals may include payment terms that need to be completed before the project begins. With signNow’s integrated payment options, you can easily collect payments while clients sign proposals, creating a seamless and hassle-free process for both parties.
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Integrate payment collection with Stripe or PayPal so that clients can submit payments directly alongside their signature. For example, if you require a deposit before starting a project, you can collect it at the same time as the proposal is signed, eliminating the need for separate transactions.
Collecting payments during the signing process ensures that you can move forward with projects without waiting for payments to be processed, reducing administrative time and improving cash flow.
8. Use Audit Trails for Transparency and Accountability
When working with proposals, transparency and accountability are crucial, especially when you’re dealing with legal or contractual terms. signNow offers audit trails for every document, which allows you to track every action taken on the proposal, including who signed, when they signed, and where the signature was applied.
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Access the audit trail to view detailed information about the signing process. This can help you resolve disputes, answer questions from clients, and keep track of who approved what and when.
Audit trails provide added security and transparency, ensuring that all parties are clear about the approval process and minimizing the risk of misunderstandings.
9. Automate Follow-Ups with Reminders
Sometimes clients don’t sign proposals right away, and you may need to send them a friendly reminder. signNow’s automated reminder feature makes it easy to stay on top of document approvals without manually following up each time.
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Set up automated reminders to notify clients who have not signed the proposal. You can customize the timing and frequency of reminders, ensuring that clients are gently nudged without feeling pressured.
Automated reminders keep the proposal approval process on track, ensuring that clients complete the necessary steps without requiring you to constantly check in.
Conclusion: How SignNow Transforms Your Marketing Proposal Process
Marketing proposals are a critical part of your client interactions, but the traditional process of creating, sending, signing, and storing proposals can be slow and inefficient. signNow simplifies and accelerates this process, allowing you to create professional, customized proposals, send them for digital signature, and track their progress in real-time.
With signNow, marketing professionals can streamline the approval process, reduce delays, and close deals faster. Whether you’re working on a creative campaign proposal or a new business contract, signNow provides a secure, efficient, and legally compliant solution that saves time, increases productivity, and helps you build stronger client relationships.
By adopting signNow for your marketing proposals, you can focus on what matters most: creating exceptional campaigns and delivering outstanding results to your clients.