Don’t Let Signature Chasing Kill Your Deal Momentum

Getting a Signature Shouldn’t Take More Effort Than Winning the Deal

You’ve secured verbal approval—but the deal stalls during the signature step. Manual uploads, third-party tools, and CRM delays slow everything down. CPQ-integrated eSignature eliminates admin work and closes deals instantly with auto-triggers, CRM sync, and seamless buyer experience.

Why Signature Bottlenecks Kill Sales Momentum

You’ve won the buyer’s trust. You’ve built a perfect quote.
But now, instead of closing, you’re caught in admin chaos:

  • Downloading the quote PDF

  • Uploading it into a third-party tool

  • Manually entering contact details

  • Sending links outside the system

  • Tracking signatures via inbox refresh

  • Updating CRM… if you remember

You’re not just slowing down revenue.
You’re risking the deal.

The Real Problem: Manual Signatures Turn Admin into a Sales Obstacle

Disconnected signature processes create friction when it matters most:

  • Sales loses time to low-value tasks

  • Buyers get confused by clunky workflows

  • CRM stays out of sync, creating reporting issues

  • Revenue teams wait in the dark for confirmation

A great sales process should speed up after verbal approval—not hit a wall.

The Fix: CPQ-Integrated eSignature That Closes Deals, Not Just Quotes

When eSignature is built directly into your CPQ flow:

  • The quote is signature-ready when sent—no file juggling

  • Buyer contact is pre-filled from CRM—no manual re-entry

  • Buyers sign with a single click—no login or tool switching

  • Sales is instantly notified, and the quote attaches to the CRM

  • Opportunity auto-closes, and order workflows are triggered

No need to chase signatures.
No risk of missed updates.
No delay in revenue realization.

What Sales Teams Gain with Native eSignature

  • Faster Closed-Won status—without spreadsheet gymnastics

  • No more switching tools or retyping contact info

  • Real-time alerts as soon as the deal is signed

  • Seamless buyer experience from quote to close

  • More time for selling, not following up on signatures

If it takes more effort to close than to win…
your system needs to change.

Comparison: Manual vs Integrated eSignature for Sales

Step

Manual eSignature Tools

CPQ-Integrated eSignature

Quote Preparation

Manual export and upload

Ready-to-sign from CPQ

Contact Info Entry

Re-entered manually

Pulled directly from CRM

Signature Experience

External links and logins

One-click, browser-based

Sales Notification

Requires manual tracking

Instant system notification

CRM + Opportunity Sync

Rep-dependent

Auto-attached and Closed-Won triggered

Workflow Activation

Manually initiated

Order, billing, CS auto-triggered

Frequently Asked Questions (FAQs)

It introduces delays, distracts reps from selling, and breaks the quote-to-close flow—especially when disconnected from CPQ and CRM.

It’s an embedded signature feature in your quoting system that lets buyers sign instantly while syncing all deal data to CRM.

The system notifies reps instantly, attaches the signed doc, closes the opportunity, and launches next steps—automatically.

No. Buyers can sign with one click—no logins or tool switching required.

Yes. Less friction post-verbal approval means fewer stalled deals and a better buyer experience.

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