Introduction
Viraj Ala leads a marketing agency that helps founders and entrepreneurs establish their companies’ social media presence and promote product launches. He specializes in producing vox pop interviews and other social media content.
Challenges
Viraj was sending SOWs to current and prospective clients, but the response rate was very low. He began looking for an e-signature product to help him reach his targets more effectively. Above all, he wanted one that provided the best experience for new users.
Solution
After trying several e-signature platforms, Viraj selected BoldSign. “I had used some other providers like Docusign before, and it wasn’t as useful,” he said. “Also, the compatibility, the amount of features they gave on a free trial, wasn’t as useful when I was starting out.”
Since choosing BoldSign, Viraj has enjoyed an intuitive e-signature platform that allowed him to be productive immediately.
Results
As a Business plan subscriber, he can send an unlimited number of envelopes and signature requests at an extremely affordable price point. No matter the number of clients, the number of engagements, or the number of documents, Viraj can always send signature requests without worrying about hidden limits or surprise fees. He noted that BoldSign’s pricing is a significant advantage for entrepreneurs, especially in the early stages when every cent matters. A BoldSign subscription won’t force you to forego other mission-critical expenses, as it fits into any budget.
BoldSign’s built-in contact management is another major benefit for Viraj. Any time he adds a signer to a document, that signer is automatically added as a contact in BoldSign that Viraj can reference again and again. “[It] makes my life a lot easier as opposed to just inputting the information again…which is helpful for me because sometimes I’ll send contacts to the same person multiple times in the same week.”
Another built-in automation feature that Viraj finds particularly useful is the robust notification system. Whenever a document is signed, Viraj is immediately emailed about it, allowing him to jump on and sign his part of the document or follow up with the signer if necessary. The notifications keep Viraj in the loop at all times so he can keep things moving.
For Viraj, a tiny but essential feature of BoldSign is the date field automatically filling whenever someone signs a document. Even though it only saves the signer a couple of seconds, it’s an incredibly convenient feature that makes the signing process even easier.