Here at Knowify we are always looking for ways to help you save time and make money faster. We know that the key to saving time is quick and easy communication. Our priority is to make communication easy both internally between you and your team and externally between you and your clients. It is likely that you will have lots of communication with your customers throughout the span of each job. One of the most critical interactions that you will have is the communication around the client signing your bid. Very simply, without a signed bid there is no job to work on. Taking advantage of our E-Signature portal will help you with getting jobs signed and getting them signed faster.
Using our E-signature portal and sending your bid through email puts you one step ahead of the game. Customers are more likely to sign a bid with someone they see as professional and efficient. Having a clean looking proposal that is up to date with technology – really, who uses paper these days? – will impress your clients and give them confidence that they are choosing the right company to trust with their job.
“You never get a second chance to make a great first impression.” We have heard this time and again but sometimes we forget just how much that first impression matters in our businesses. While you may be the best around, if you are not organized, using up to date technology and professional, it will show through your bid, and you will surely lose some potential clients. Your bid is your true first impression to your clients and how you present yourself matters. Appearing professional will help your customers trust you and show them that you take your work seriously. At Knowify, we offer a custom templating service complimentary with your subscription. The templates that we create are organized and easy to read, use the latest technology and will make you appear professional to your clients.
By now you are probably familiar with our e-signature tools. They allow you to email your proposals and changes orders to your customers so that they can view and sign them. This is one of our most popular features and it really shows your customers a level of professionalism that can set you apart from your competitors. However, the e-signature tool is not just a cool marketing feature: getting these documents signed will protect your business and improve your relationships with your customers.
At Knowify, we believe that a clear and transparent signature process is essential for any contracting business. It helps that one of our founders is a former attorney that in his previous life had to deal with multiple disputes around contracts. With that experience in mind, we designed the contract management tools in Knowify that will help you build safer and more reliable business relationships with your customers.
These are some of the advantages of using electronic signatures:
Professionalism: You start the relationship with your customer on the right foot. If you level of organization around the bidding process is impeccable, they will feel more comfortable giving you the job.
Clarity: The customer can review the terms of the agreement and request changes if they need to. Immediately after the e-signature, you and your customer get a signed copy of the agreement. There are no misunderstandings about what was approved and that helps you get started with confidence.
Efficiency: No more paper copies being circulated around and no more delays because the paperwork is not signed. Nowadays, everyone has internet connection, either on their phones, at the office or at home. Besides, once the document is signed, you don’t have to worry about storing the paper copy in one of your folders. Knowify automatically stores it in the your Documents section and you can reference it whenever you need to. Many of our users have the really good practice of sending the signed contract along with the invoices when they bill the client. Customers appreciate that.
Time savings: By entering the terms of the agreement in Knowify, you are already streamlining the rest of work at the office. You can turn the contract into a plan to track your job or bill your customer knowing that the invoice will reflect the terms of the agreement. This is ideal if you have multiple people in the office involved in the bidding/billing process.
Legal coverage: Disputes around jobs are a serious issue. You want to avoid them by all means and having a signed document with the terms of the agreement can be a life saver. In both the US and Canada, e-signatures have the same validity as paper signatures. We would argue that they are even stronger: you have an email trail of the document being sent to the customer and signed back, and we store additional information on our end about this transaction in case you ever need it.
We’ve worked with thousands of contractors over the years and the best ones always have a high level of organization around their contracts. Do not wait until it’s too late to get organized. Start today.
You have probably received an email from a contractor you are working with that looks like the following:
This email was sent by the contractor via Knowify and contains a link that will let you e-sign the estimate and get the job started. This makes the process paperless and faster, saving time and money for everyone involved in the job. Feel free to click the link and have a look at the estimate. You can also request changes or reject the estimate after clicking the link.
Frequently Asked Questions
1. Where is the link to view the document?
Sometimes they might look like the example below:
2. What happens when I click on the link?
You will be directed to Knowify’s e-signature portal, which looks like this:
You will know this is the official e-signature portal of Knowify because the url should read ‘https://esign.knowify.com’.
3. How do I know this is a legit email?
You will be receiving the email from email@example.com, which is Knowify’s authorized email address. Additionally, you will see the contractor’s email copied in the email. Plus, the name of the contractor will be included in the Sender information and in the footer. In any case, if you are not sure, just contact us at 212 233 3230 and we’ll confirm for you that this is a legit email.
4. For some reason the link is not working. What can I do?
Sometimes, unfortunately, certain browsers, email applications or corporate networks will prevent you from clicking this link. This is the case when you try to open the link from the office if you work for a company that has very restrictive security policies. For instance, if you work at Verizon, the link will not work.
Also, certain schools, universities and public entities have very restrictive network policies that might prevent you from opening the link.
In any case, if the link appears to be broken or disabled, you can try the following:
a) Copy the link and paste it onto the search bar of you browser.
b) If the previous step doesn’t work, you can try to open the link on your personal phone. Make sure you are not on the company’s wifi or you might run into the same issue again!
5. The link works, but it says the proposal is no longer available. What happened?
You will see the message when the contractor has cancelled the proposal. Don’t worry! If you are still expecting a proposal from this contractor, just sit tight and you should be receiving an email with a new link.
6. Is all this process secure?
Knowify uses the latest technology to protect your data. All the transmission is encrypted and the link is disabled once the document is signed or rejected. If you check on the search bar of your browser once you are in the e-signature portal, you will see that the browser confirms that all you information will be safe.
7. I do not like clicking on strange links. What are my alternatives?
If you are not fond of e-signatures or just don’t like clicking on links, you can always use the PDF attached to the email and return it signed to the contractor. That’s also ok, the important part is to get the job started and have a successful project!