This is an example comparison of a face-to-face sale using paper-based process versus electronic signature

1. An example comparison of
a face to face sale using a
Paper-Based
Process
Electronic
Signature
versus

2. An example comparison of a face to face sale
using a
Paper Based Workflow
 1.) Arrive at prospect’s
location
 2.) Deliver sales
presentation and close the
sale
E-Signature Workflow
 Arrive at prospect’s location
 Deliver Sales presentation and
close the sale
versus

3. An example comparison of a face to face sale
using a
Paper Based Workflow
 3.) Return to the office to
prepare the documents
 4.) Post, email or drive the
documents to the client’s
office
E-Signature Workflow
 Fill out sales documents using
laptop or mobile device
versus

4. An example comparison of a face to face sale
using a
Paper Based Workflow
 5.) Customer signs with
pen
 6.) Drive documents back
to the office or email
customer to print, sign,
scan and email back
E-Signature Workflow
 Customer signs on
touchscreen
versus
@

5. An example comparison of a face to face sale
using a
Paper Based Workflow
 7.) Paper Documents
are scanned, and stored
in a filing cabinet
 8.) If there is an error
with the sales
document, the sales
person repeats all steps
from 3 to 7 all over
again
E-Signature Workflow
 Electronic documents
are saved &
automatically routed to
anyone in the workflow
 Sales person heads to
the next appointment
versus

6. IN COMPARISON
Paper Based Workflow
 Signing time takes
between 24 hours to 2
weeks. Transaction is
risked by having to
leave the client’s
office before the deal
is done.
E-Signature Workflow
 Entire transaction
complete before you
leave the client’s
office.
versus
Time Processing
Sales Order

7. IN COMPARISON
Paper Based Workflow
 Over a week, 11
prospects were visited
one day was spent in
the office completing
paperwork. The Sales
Person lost one sale
due to the client
rethinking and
comparing offers while
waiting for documents.
E-Signature Workflow
 Able to see 3 extra
clients due to reduced
admin and paperwork.
Fulfilment began two
days earlier than the
paper based process
(where the signature
was received the next
day).
versus
Impact
on
Sales
Activity

8. IN COMPARISON
Paper Based Workflow
 In the case of errors,
time taken to re-sign
forms dropped from up
to several days to
around 20 minutes per
document. Mistakes
were usually picked up
within a few house due
to intelligent workflow
routing, rather than
one or several days
under the paper based
process.
E-Signature Workflow
 The average estimated
saving on both direct
and indirect costs
associated with
processing the
document was AUD$109
per sale. With an
average of 3 sales per
sales person per week
Formaliti saved the
client $15,696 on
current sales alone.
versus
Results

9. All your paperwork online.
Signed. Shared. Stored. Secure.
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