EVERYTHING YOU NEED TO KNOW ABOUT

Getting Your Sales Team
Set-Up with eSignatures

Table of Contents

I.

Introduction→

II.

Deployment Options for eSignatures in Sales

→

III.

Which Deployment Option is BestFor Your Sales Team?

→IV.

Competitive Comparisons for eSignatureSolutions→

V.

Vendor Assessment Checklist→

VI.

Trust & Security at HelloSign→

VII. Other Resources→

VIII. About HelloSign, a Dropbox Company→

HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 2I. Introduction

Leading sales teams focus on closing deals, not dealing with fluff. But Salesforce
reports that the average rep still spends only 34% of their time selling and nearly 10%
focused on admin tasks.
When revenue is the end-game, it’s critical for companies to remove unnecessary
roadblocks from their Sales team’s path so they can do more of what they do best–sell!
One immediate and lasting way to do this is by optimizing and streamlining repetitive,
but required sales documents like contracts, NDAs, and quotes.
HelloSign has several options for easily creating, completing, and storing these
documents—and all with industry-leading security, legality, and compliance features.
This resource gives you an overview of your options, and helps guide you towards thebest fit for your team.
Whether you’re a global enterprise corporation or a scaling sales function, you’ll see
opportunities for getting your most important sales documents sent and signed withminimal effort.

HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 3

II. Deployment Options foreSignatures in Sales

Depending on how your sales team is structured, you have several options for deploying an eSignature solution to improve efficiency in your Sales function.
Any of the solutions listed below will help you to meet your team–and your contracts–
where they’re at, whether via an integration, an app, or an API.

HelloSign Integrations with Existing Sales Systems

HelloSign.com

For Salesforce

HelloSign can easily be integrated into Salesforce, one of the world’s
top rated sales CRMs. The integration is extremely simple to set-up
within Salesforce and allows users to prepare and send sales contracts, waivers, or other documents for signature to customers without
having to leave the CRM.

For Salesforce CPQ

Salesforce Sales Cloud customers who are also using Salesforce CPQ(formerly known as Steelbrick) can send their quotes out for signature
with our HelloSign for Salesforce CPQ extension package.

For Oracle CPQ

HelloSign also integrates with Oracle CPQ. With this integration,
you’re able to send out quotes for signature directly from Oracle CPQ.

For HubSpot CRM

HelloSign integrates into HubSpot CRM, the free CRM for small
businesses. You’ll be able to see when your contact receives, opens,
viewed, or signed a document, and it’ll be added directly onto thatcontact’s timeline.

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 4

HelloSign as a Standalone eSignature App
The HelloSign web app is perfect for those who don’t want or need to integrate eSignatures into a CRM or in-house system. HelloSign gives you all the power of an eSignature
solution in a simple, intuitive web application. HelloSign allows your team create re-usable templates for commonly used documents like quotes, order forms or proposals
and send those out to customers in minutes.

HelloSign API as a Best-in-Class eSignature API
The HelloSign API is our best-in-class eSignature API designed to integrate into whatever tools or website your team currently uses. It’s perfect for teams who want to integrate eSignatures into their website or service, or those that want signers to get a fully
white-labeled experience. Whether to an internal system or another 3rd party system,
HelloWorks API is best for a complex or multi-system sales use case.

HelloWorks as a Solution for Mobile-First Signing Workflows
HelloWorks helps sales teams turn sales contracts into fast-to-complete, mobile-firstworkflows. HelloWorks contracts are designed to be completed on mobile, include advanced data validation, and can generate agreements by populating data from external systems. Finally, data is no longer tied to a PDF which means it’s free to be sent toyour back-end systems without manual intervention.

HelloSign for Cloud & CMS
HelloSign also integrates with the Cloud and Content Management Systems you use
most, like Dropbox, Google Drive, Box, and more.

HelloSign for Dropbox Integration →(which allows you to access Dropbox
documents from HelloSign)

HelloSign Dropbox Extension →(which launches a HelloSign signing flowfrom Dropbox)

HelloSign for Google Drive
Integration →HelloSign for Box Integration →HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 5

III. Which Deployment Option is BestFor Your Sales Team?

Now that you’ve seen the options – and there are a lot! – which one is best for you?
The chart below will help guide you towards the right product fit for your sales team.

Product Flowchart

Yes

Does yourteam use
Salesforce
CPQ?

NoFor Salesforce

YesFor Salesforce CPQ

Does yourteam use
Salesforce?

No

HelloSign.com

Willagreements
be signed
primarily on
mobiledevices?

YesNoDo you needto embedeSignaturesin a websiteor app?

YesNoEverything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 6

For the most part, readers will either immediately see themselves bucketed into a“Salesforce Enabled” path or a “Non-Salesforce Enabled” path. Either route provides
great options for you and your teams.

For Salesforce-enabled teams.
For teams that leverage the power of Salesforce, the HelloSign for Salesforce add-on
is a perfect fit. It allows your sales teams and admins to stay in Salesforce for template management and admin needs. HelloSign for Salesforce has an easy-to-use
user interface that’s also passed onto your customers for a simplified signing experience. Better yet, it’s the fastest eSignature add-on to implement into your Salesforce
instance. You can read more about the HelloSign for Salesforce integration in our supporting content piece, “Everything You Need to Know About HelloSign for Salesforce”

For non-Salesforce enabled teams.
HelloSign’s standalone web-based application, API, or cloud-based integrations provide lots of options for non-Salesforce enabled sales teams. Our webapp is a technology-agnostic solution that works for small teams and enterprise teams alike, and is an
intuitive way to bring eSignatures to your sales team with minimal training and maximum adoption. Plus, with a host of integrations like Oracle CPQ, Google, OneDrive andDropbox, we can connect to most best of breed tools. If you need to embed eSignatures
into an application, website, or workflow you can easily do so with the HelloSign API.
Lastly, if you have mostly mobile-first signing flows then HelloWorks is a great option
to consider. Because it turns signing workflows into mobile-first experiences, it makes
mobile contracts extremely easy to fill out and sign.

Naturally, there will be unique factors that ultimately determine the best fit for acompany. In addition to considering the pathways above, you may want to consider these questions as you make your selection:
Do you want contracts to be sent out from your CRM, but don’t use Salesforce?
(HelloSign for Hubspot CRM or HelloSign with Zapier may help you with this.)What volume of agreements will you be sending out, and who is sending theseagreements?
Do you have technical resources available if integration or custom coding isrequired?
What’s your timeline for implementation and/or launch?
What’s the budget for this project?

HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 7

IV. Competitive Comparisonsfor eSignature Solutions

Along with understanding what product or solution seems like theright fit you, most customers want to see reviews from existing users, expert analysis, and successful customers. Across all categories,
HelloSign outperforms both legacy competitors and new players.

G2 Crowd
G2 Crowd is the go-to place for B2B software reviews. It ranks competitors across over 30 metrics to determine who is best in class.
Rankings are driven by objective reviews from software users and aredone across metrics like ease of use, support quality, feature availability and implementation time.

↓ HelloSign implementation
rankings
Source: G2 Crowd Reviews,
HelloSign vs. Docusign vs.
AdobeSignningspctio
f Dood endltsentetueu
Dire
Usetcof S
Meequirem
Eassiness
Wo commue ofedsoReEasReEaBuPr

100
EaindmfAse oSurtppolityQua

95

90

85

80

HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 8

Aragon Research
Aragon is a pioneering research firm in the area of DTM (DigitalTransaction Management), or eSignature solutions. Based on theirresearch, they’ve ranked HelloSign as a leader in their Globe reportfor the last several years in a row.

↓ HelloSign as a Leader inthe DTM spaceSource: 2019 Aragon Globe for
Digital Transaction Management

Customer Case Studies
And, of course, it’s always helpful cross-check what results customers are experiencing before making a product or solution decision.
HelloSign has many happy Sales teams using and benefiting fromeSignatures.

HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 9

Vendini Uses theHelloSign Drive
Integration toClose Deals on thePhone

Vendini, an entertainment
company based in San Francisco,uses HelloSign’s Google Drive
integration to prepare their
Master Service Agreements inDrive before effortlessly sending
the formatted document to theirclients. The clients are able tosign the documents with just afew clicks. Sales reps at every
level use HelloSign to send out
these documents, and consider
HelloSign to be an essential
component of their sales toolbox.
Read the full customer story here.

“We started using HelloSign in thebeginning of 2016 and have had great
success closing deals more quickly –sometimes while the sales rep is still on thephone with the prospect.”

HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 10V. Vendor Assessment
Checklist

We understand that all the bells and whistles in the world don’t matter if a solution
doesn’t meet your core needs. Below you’ll find some features and functionalities– both table stakes and beyond – that can be particularly helpful when using eSignatures in a Sales department. Use this list as a supporting guide as you make yourassessments.

Assesment Checklist
Team management,provisioning, and reporting

Ability to track contract activity

Contract templates

Merge fields

Customizable emails

Data validation

In-person signing

Write backMobile-signing

Universal files

Variable signers

Proper compliances(SOC2, HIPAA, etc.)

Signer reassignment

Security (See Chapter VI)

HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 11

VI. Trust & Security
at HelloSign

Last, but certainly not least, keeping data safe and secure is the highest priority at
HelloSign, especially when customers are concerned. Here are some of the security
measures we have in place for all documents, signatures, and users.

Bank-Level Security
Bank-level security is a vital element for eSignature software as it assures that thedata gathered from audit trails and authentication is trustworthy.
‍ t HelloSign, all communications are safeguarded by Secure Sockets Layer (SSL)
Aencryption. Each document is stored behind a firewall and authenticated against
the sender’s session every time it’s requested. Documents are also encrypted with aunique key—each of which is in turn encrypted with a regularly rotated master key.
So even if someone were able to bypass our stringent physical security, they still
wouldn’t be able to decrypt your data.

Detailed Audit Trails‍
Audit trails ensure that every action on an electronic document is thoroughly tracked
and time-stamped so you can tell if it was ever modified or tampered with without yourknowledge. HelloSign creates a comprehensive, non-editable transaction trail between signing parties to make sure every eSignature has a court-admissible audit trail.
To provide you with transaction history, we track and timestamp various information—
including IP and UserAgent info—from the moment the document is submitted for signature to when it is signed and completed. To help ensure that any tampering of yourtransaction log is detectable, we process each transaction with hashing technology.
This provides a “copy” of every version of the document which you can use for comparison should a questionable version ever come to light.

HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 12

Thorough Authentication
To maximize security, it’s important that your eSignature platform verifies that a user is
who they say they are before they’re allowed to execute a signature or even access adocument.
When using HelloSign, any person signing a document must either have login information or have received a request for signature via email. To ensure no one is able
to access a HelloSign user account without permission to sign or send documents
fraudulently, all user information including usernames and passwords are 256-bit SSL
encrypted. We also seek to prevent others from accessing or using your account by
timing-out sessions and emailing you every time a contract is sent to, received by, or
signed by your account.
In addition, we offer two-factor authentication and codes that signers must enter toview or sign a document. All of the authentication data that a user provides to HelloSign is encrypted and passwords are hashed and salted with an adaptive hashingalgorithm.

HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 13

VII. Other Resources

Everything You Need toKnow About HelloSign for
Salesforce

Everything You Need toKnow About HelloSign API

Check it out →Check it out →HelloSign for Salesforce
Admin Guide

HelloSign’s API
Documentation

Check it out →Check it out →HelloSign’s Trust Center
Check it out →HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 14

VIII. About HelloSign,a Dropbox Company

HelloSign’s digital workflow platform—which includes eSignature, digital workflow,
and electronic fax solutions— empowers over 80,000 companies and millions of people do business faster every day. We help our customers close deals faster, onboard
new hires with ease, complete documents without error, and much, much more.
Sign-up for a free trial of a HelloSign Business Plan today to see what HelloSign can
do to accelerate your Sales function. Or reach out to our Sales team to learn more
about setting up our HelloSign integrations with Salesforce, Salesforce CPQ,Oracle CPQ, and more.

HelloSign.com

Everything You Need to Know About Getting Your Sales Team Set-Up with eSignatures | 15