Ways to Accelerate Your Hotel Contract and Event Contract Turnarounds with Sertifi

One of the easiest ways to take great care of your customers is making processes hassle-free for them (which is really a win/win for you, too). In the case of events, this experience starts as soon as a request is made and a contract is in their hands. Read on to learn how Sertifi can help you work more efficiently and get your Ts crossed faster – literally and figuratively.

Increasing Staff Efficiency

✅ Keep files and customer actions in Sertifi, eliminating the risk of customers altering documents without your knowledge or losing track of where you are in the process.

✅ Minimize manual data entry for requests by adding contacts to your Sertifi address book, including your own contact information should you need to be a second signer.

✅ Create a document library by uploading commonly used signature and reference documents. Documents can be private or shared with other users who have access to your portal. 

✅ Add Sertifi data fields to your contracts to collect information and prepopulate specific signature fields based on what tags are used.

✅ In your account profile, check off the “prefill signature fields” option to auto-place your signature and initials.

✅ Use the re-invite signer feature, which allows you to easily resend a previous request without rebuilding it.

Getting Signatures Faster

✅ Send custom-branded communications so customers know what’s coming from you and safe to interact with.

✅ Let customers sign from any device and location, including their mobile device.

✅ Set up reminder rules with your initial request to automatically send reminders and keep customers on track.

✅ Let busy or unavailable customers reassign the primary signer, so the contracting process can move forward even if your main contact is busy or unavailable.

✅ Set up participant rules so signers review and sign in the correct order. You can also carbon copy recipients to keep them informed.

✅ Attach reference documents that don’t need signing to store and share all the necessary files in one step. 

 

Even better: more than your sales team can take advantage of the benefits of Sertifi’s e-signature solution. With so many components to running a business, the possibilities are endless for how you can use e-signatures:

• Event contracts
• Banquet event orders (BEOs)
• Catering contracts
• Invoicing and payment-related documents
• Loyalty program agreements
• Liability waivers
• Health screening forms and declarations
• Work orders
• Health and safety compliance forms 
• Employee and contractor paperwork
• Building leases and acquisition agreements

 

Get a sneak peek at the Sertifi experience: