Use Workflow Automation to Accelerate Your Sales Cycle


If you’re still using manual processes to convert your prospects into customers, you’re wasting precious time you could have spent earning more revenue. The good news is that you can accelerate the sales process with workflow automation. Watch the video below to learn more.

Video Transcript

When you’re closing the deal, you want to make a good impression. If you’re still using email attachments for client quotes and sales contracts, you may be sending the wrong message. The time you spend lost in paperwork could be spent converting leads into new customers. There is a simpler way to process the contract.

Heard of workflow automation? It’s a really helpful tool that can help you reduce your wasted time and bring in the revenue you’ve earned faster. Let’s take a quick dive into some of the capabilities of OnTask.

Digital Signatures

OnTask digital signature screenshot

Digital signatures are becoming the authorization of the future. Just as legally binding, these digital transactions give your company the revenue it’s earned in less time! You can easily speed up your contract process using workflow automation. This no-hassle, digital process gives your prospect the ability to sign digitally anytime, anywhere.

Screenshot of OnTask form being filled in

It’s just as easy as it sounds. Simply fill in the gaps of your pre-written contract and send the workflow through the signing process. OnTask takes you step by step through the signing stages, notifying you when the other party has signed the document.

Internal and External Workflows

OnTask signature request email example

OnTask is customizable and built for your specific business needs and goals. When the document completes its designated rounds, you’ll receive a notification that the process is complete … whether the workflow requires a signature or not. You can even go back to the audit trail later in your dashboard.

OnTask dashboard screenshot

Bonus tip: OnTask is built for internal and external use. It’s about so much more than just the signing ceremony. You can use it for quotes, partner agreements, sales compensation forms, discount authorization, and so much more!

CRM Integration

You can even build in the functionality to send all of your client contracts to your CRM. Say goodbye to the hassle of manually printing, scanning, and uploading the signed contract into your saved files. With this digital workflow automation tool, you’ll be on your way to a more efficient sales cycle. Spend more time selling and less time on paperwork! Contact us to learn more about how our workflow automation tool can simplify your sales process.