DealBuilder FAQ

The more time a deal takes to close, the greater the risk that the deal will be lost. Time-consuming manual tasks like signature collection are the main reasons agreements and offers fail to close today. Confusing agreement discussions: Most offers are based on Word or Excel templates that must be saved as a PDF and sent to the customer to sign. Others occur in an email thread that’s difficult to follow, leading to errors. Problems signing: If the customer can’t sign digitally when they want, they might never close the deal. Making changes: If customers want to make changes to their agreement, the offer process starts over. DealBuilder eliminates each of these issues by streamlining the entire offer process from agreement creation to dispatch to signing electronically quickly and easily.