In today’s world, where many transactions and rental bookings take place online, it can be hard to work out how to get rental contracts, and terms & conditions documents signed remotely by customers. Of course, you can have them sign it when they arrive to pick items up or manually send out invitations to leave an eSignature every time you receive an order. But, of course, these options often cost a lot of time. So, how can you improve document signing for your rental business?
It’s actually quite simple! This can be achieved using Zapier to connect your Booqable and DocuSign accounts to automatically send customers contracts and agreements to sign once they have made a booking on your website. This lets you get eSignatures from customers straight away rather than waiting to come into your store to sign on pick-up or manually send out documents every time a customer makes an order on your website.
How to connect Booqable and DocuSign with Zapier
Connecting your Booqable and DocuSign accounts with Zapier is very easy and only takes approximately three minutes to complete. If you follow the steps below, your accounts will be connected immediately, and you will start saving time from that moment forward.
Step 1: Authenticate Booqable + DocuSign
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
Step 3: Choose a resulting action from the other app.
Step 4: Select the data you want to send from one app to the other.
That was easy, right? Now you will have more time to work on other things, thanks to your rental agreements and terms & conditions being sent out automatically to your customers. Your customer’s eSignatures will now be stored safely with DocuSign.
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How can connecting Booqable and DocuSign help you to get documents signed faster?
- Documents can be sent from DocuSign to almost any device 24/7. This means that if a customer makes a booking outside of business hours, the document can be sent to them and returned to you without any input from you.
- As soon as your customer receives access to the contract documents through their email, they can open, read and sign it immediately. They don’t have to print anything to send back with their eSignature, even using a mobile device.
- Your documents can be signed from anywhere in the world. No matter where your customers are, they can access the documents they need to complete a rental order or leave an eSignature for a quote that you have given them.
- DocuSign can be integrated into Booqable through Zapier, so you know every order that’s received that requires an eSignature will have a corresponding document sent to your customers every single time without manual intervention.
What are the other benefits of digital document signing?
Of course, you’ve read the benefits of getting documents signed digitally with Booqable and DocuSign, but what are some of the additional benefits? Firstly, you can use less paper, which helps reduce the costs of stocking, printing, and sending documents and helps protect the environment. It’s also more secure to send documents digitally with DocuSign as they are encrypted and meet global security standards. Finally, it is a legally binding eSignature and complies with UK and EU regulations, even following Brexit.
