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Overview HelloSign Electronic Signature Processing
AdvisoryCloud uses HelloSign secure, digital signature processing which gets contracts signed faster than traditional methods by assisting with completion with automated reminders.
B2B HelloSign Process Overview
HelloSign is our eSignature provider, this tool enables you to send legally binding contracts to our B2B customers.
Just simply follow the steps below:
Pre Send Requirements
In order to send a contract, the following fields must be filled out in Salesforce:
Name
First name
Last name
Company
Title
Email
Phone
Address
Street
City
State/province
Zip/Postal Code
Country
B2B Seats:
Essentials: 2
Growth: 5
Enterprise: Unlimited
Please Note: These fields need to be filled out manually but any deviation from the defined number must be approved by Jeff Frankel
B2B Price
Essentials: $2,995.00
Growth: $5,995.00
Enterprise: $11,995.00
Please Note: These fields need to be filled out manually but any deviation from the defined price must be approved by Jeff Frankel
Co. Billing Cycle
B2B Payment Method
Sending a Hellosign Contract
Click the “Use HelloSign” Button:
In the “Use a template” click the “Select Template” field and select the appropriate template:
Please Note: A list of available templates will automatically appear but if you do not see the one you need, try typing its name to pull it up.
Click “Start”
On this page, you can update the message that will be included when the contract is sent to the Company contact.
Once the Subject and message are complete, click “Preview Document” in the top right corner.
Review all Salesforce merge fields to ensure proper formatting and content, please note:
You can Move the merge fields around on this page
You can edit the text of the merge fields but this will not update the fields on the Lead - if the information is incorrect it is best to cancel the contract, update the Lead and start over.
Click “Send”
You will receive email notifications when the lead views or signs or declines the contract
Once the Contract has been signed it will appear as a PDF in the “Notes & Attachments” section at the bottom of a lead and be carried over when the lead is converted into a contact.
Send a one time/custom contract: HelloSign allows us to send one off contracts, this is how Advisory Services contracts will be sent but you may also find other use cases for this feature. When sending a onetime contract merge fields do no work so the content of the contract must be completely filled out either in Google Docs or Microsoft Word prior to putting the contract into HelloSIgn
Click “Use HelloSign”
Select “Start” in the “Send a one time document” section
Drag and drop/select the file you want to use
Make sure that “Type” is set to “lead” and “Action” is set to “Sign” in the “Recipients” section
Select “Next”
Add a Subject and Message body for the notification email.
Select “Prepare Document”
Drag and drop a “Signature” field into the “By” field of the Contract
Drag and drop a “Date Signed” field into the “Date” field of the Contract
Drag and drop a text field into each of the following fields:
Billing Contact
Billing Phone
Billing Email
Click “Send”
For Managers: Creating Templates
For Managers: Creating Templates
Creating a Template:
Click “Use HelloSign”
Select “Start” in the “Create a template” section
Name your template and select Source Object(Lead or contact)
Click next in the Top RIght
Upload your file
Click “Next”
Name the Role this will be sent out to “Customer”
Click “next”
Search and add all of the following fields and any other you may want to use in the contract:
Full Name
Company
Title
Email
Phone
Street
City
State/province
Zip/Postal Code
Country
B2B Seats:
B2B Price
Co. Billing Cycle
B2B Payment Method
Click “Next”
Add a Title and Body For the Notification message
Click “Prepare Document”
Formatting the Merge/SIgnature Fields:
You are now in the Document editor, from here you can add merge fields to the contract but please be aware that you cannot actually edit the contract itself.
You can drag and different Fields From the left-hand sidebar to wherever you want on the Contract
Signers
This drop-down menu defines who has to fill out a given field.
Select “Lead.Customer” to assign a field to the lead and “Sender” to make the field auto-fill from Salesforce
In general, you will add a “Signature Field” a “Date Signed” Auto-Fill Field and 3 Text Fields ( Billing name, phone and email) that are assigned to the Lead.Customer but depending on your use case there may be other fields you want to assign to the lead.
To create a field that auto-fills from sales for you need to set the “Signer” to “Sender,” then drag and drop a textbox or checkbox to where you want the field and finally set the “What Goes here” to the appropriate field.
Once all of your fields are placed correctly and auto fill is set to the requirements click “Continue” in the top right corner.
Click “Publish”
Reporting: One of the benefits of HelloSign is that all reporting can be done directly through Salesforce reports instead of the HelloSign Admin Console. To view HelloSign reports in Saleforce:
Go to “Reports” in Salesforce
Click “New Report”
Expand the “Other Reports” folder or search “HelloSign” to bring up the different Hellosign object reports.
Here are the report types I imagine we will use:
HelloSign Signature Requests
HelloSign Signature Requests with Lead
HelloSign Signature Requests with Contact
Different filters and displays can be selected, such as:
Template (which Template was sent)
Latest action (Status)
Owner
Created date
Last modified date
Declined reason
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