E-signature software overview

E-signature software allows users to receive, sign, and send documents virtually, eliminating the need for physical distribution. Sending a contract or another document requiring electronic signatures becomes even more convenient when one can ensure that those documents are shared and stored securely. Aside from the paperless work environment that e-signature software helps create, the tool also alleviates the burden of waiting for the recipient to sign and send the contract without confirming if the document has been received or sent. According to the Electronic Signature & Records Association, it can be a sound, symbol, or process. E-signatures can be captured on a computer, tablet, or mobile device. They verify and validate the intentions of the signer while also providing records retention. Since signing and tracking documents on the go can be convenient or perhaps a necessity, e-signature providers continue to add greater functionality to their products through native iOS, Windows, Android apps, or mobile browsers. The highest-rated e-signature platforms for distributed teams tend to pair mobile signing with real-time status tracking and automated reminders, features that reviewers in multi-region organizations cite most often when explaining why they maintained or increased their subscription. E-signature software provides users with an efficient alternative to the traditional methods of preparing, sending, signing, and verifying documents, agreements, and contracts. It provides an enhanced customer experience, improved workflow efficiencies, and an effective method to stand up to legal muster. Buyers comparing options often look for a legal transaction software e-signature audit trail, since a tamper-evident record is a baseline requirement in regulated industries such as banking, insurance, and legal services. Based on G2 reviews, Sales teams, HR teams, Legal teams, and Property management professionals evaluate e-signature software by comparing audit trail completeness, multi-signer workflow flexibility, device compatibility, and pricing structure at scale. Nevertheless, due to the sensitivity of the documents exchanged and signed with an electronic signature solution, most products adhere to strict industry standards for authenticity, security, and encryption. Enterprise e-signature platforms evaluated for performance stability under high traffic volumes are also assessed by reviewers on uptime consistency, advanced workflow throughput, and whether enterprise tiers include bulk sending and conditional routing without degrading speed, criteria that matter most to procurement, legal, and financial services teams processing large document volumes. Some e-signature solutions come equipped (or facilitate the integration) with solutions that offer e-notary functionality. While both solutions support the data integrity of sensitive documents, electronic notarization goes beyond encrypting and securing electronic signatures. Both solutions support sharing and storing documents, but document generation further allows users to create complex document types, including text-based and graphics. Additionally, many e-signature products offer out-of-the-box integration with popular CRM or document management tools. Integrating an e-signature product with the user's CRM software or content management system can make the contract signing process more efficient and easier to manage.

Who uses e-signature software?

Given the vast applicability e-signatures offer to businesses, a wide variety of stakeholder groups use this software. Below are a few examples: Sales teams: E-signature software assists sales teams in quickly sending sales agreements, purchase orders, or contracts to vendors and increases the efficiency of the signing process. Sales professionals are tasked daily with communicating with prospective clients and sharing sensitive sales contract documents. HR teams: E-signature software allows human resource professionals to efficiently interact with potential employees by sharing, reviewing, and receiving employment offers and other HR documents directly with the prospect. HR professionals can easily send documentation to potential employees with e-signature platforms and track where potential employees are in the signing process. Legal teams: Legal professionals constantly send and receive legal documents. E-signature software allows legal teams to effectively access the plethora of documents they regularly require to take action and tailor them accordingly. Property management professionals: Real estate and property management professionals are tasked with sending, reviewing, and receiving several different types of documents daily to perform their duties. This software allows property management workers to quickly send lease agreements, among other industry-relevant documents, to current or future tenants and track the tenant’s progress in signing documents. Procurement and supply chain teams: Among their responsibilities, supply chain professionals are consistently tasked with reviewing and signing documents such as contracts, licenses, and purchase agreements. E-signature solutions enable supply chain professionals to streamline their contract management processes and consolidate all document signing activities to one location. Insurance professionals: Insurance professionals are constantly tasked with providing customers with applications, insurance claims, and renewals, among other documents, which can be inconvenient to deliver and receive in physical forms. E-signature software enables insurance workers to quickly provide their customers with digital copies to expedite the document signing process and ensure that customers are adequately protected. Financial services: In the financial services sector, workers are required to review agreements or financial documents regularly. These tools allow finance workers to easily review and sign documents in a remote setting, including on a mobile device, which helps them streamline the process for what can be complex financial deals. Financial services professionals must adhere to various industry regulations, and e-signature software ensures compliance, saving workers time and resources.

What are the types of e-signature software?

There are three main types of e-signature software. They are: Simple electronic signatures (SES): SESs are the most basic type of e-signature. They include a scanned image of a handwritten signature, a checkbox, or a typed name at the end of an electronic document. They are often considered less secure compared to the other types since they don’t provide a strong level of authentication or verification of the signer’s identity. SESs are not legally binding as they provide little to no protection against fraud. However, they may be used across various low-security signing scenarios. Advanced electronic signatures (AES): AESs are more secure than simple e-signatures and have additional features to enhance the authentication and integrity of the signed electronic document. They incorporate cryptographic techniques that help secure the signer’s identity and may use digital certificates, biometrics, or other advanced authentication methods. Many countries recognize them as legally binding. Qualified electronic signatures (QES): QESs are the highest level of e-signature in terms of security and legal standing. They meet the regulatory requirements and standards set by authorities in various jurisdictions. QESs typically involve stringent authentication procedures and may even require the use of secure signature creation devices (SSCDs) such as USB tokens or smart cards. They are widely recognized as an equivalent to handwritten signatures and are used for transactions that require a high level of trust and security.

Page 2 | Best E-Signature Software with Reporting Capabilities

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BlueSnap Accounts Receivable Automation

The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes.

Average Rating: 4.6/5.0

Total Reviews: 37

How Do G2 Users Rate BlueSnap Accounts Receivable Automation?

Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
Performance and Reliability: 10.0/10 (Category avg: 9.0/10)
Enterprise Scalability: 8.9/10 (Category avg: 8.9/10)
Signature Document Creation: 9.2/10 (Category avg: 9.1/10)

Who Is the Company Behind BlueSnap Accounts Receivable Automation?

Seller: BlueSnap
Year Founded: 2001
HQ Location: Boston, MA
Twitter: @BlueSnapInc
2,163 Twitter followers
LinkedIn® Page: www.linkedin.com
153 employees on LinkedIn®
Phone: 1 (781) 790-5013

Who Uses This Product?

Company Size: 59% Small, 19% Medium

What Do G2 Reviewers Say About BlueSnap Accounts Receivable Automation?

AI-generated summary from verified user reviews

Pros

Users appreciate the automation of invoicing and payments with BlueSnap, enabling a focus on more important tasks.
Users appreciate the efficiency of BlueSnap Accounts Receivable Automation, enabling smooth invoicing and timely payment collection.
Users value the efficient payment processing of BlueSnap Accounts Receivable Automation, enhancing cash flow and reducing manual efforts.
Users value the time-saving automation of BlueSnap Accounts Receivable, allowing them to focus on more important tasks.
Users appreciate the ease of use of BlueSnap Accounts Receivable Automation, streamlining invoicing and payment processes effectively.

Cons

Users find the complexity of setup and reporting in BlueSnap challenging, especially under pressure while integrating with tools.
Users find the reporting features complex and less user-friendly, complicating their ability to quickly gauge progress.
Users find the limited customization frustrating, especially for unique billing scenarios and complex workflows.
Users find the reporting features cumbersome, feeling it complicates progress tracking and adds unnecessary effort under pressure.
Users find the complex features of BlueSnap Accounts Receivable Automation slow to grasp and can hinder efficiency.

What Are Recent G2 Reviews of BlueSnap Accounts Receivable Automation?

"Tamed Payment Chaos with Efficient Automation"

Rating: 4.0/5.0 stars

— Ankit K.

Best E-Signature Software with Reporting Capabilities - Page 2

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