The PactSafe Blog: Making business happen faster

Simple Methods to Get Your SaaS in Gear for Improved Customer Onboarding

SaaS onboarding is heavily embodied by the need for customers to understand the value a product will be bringing to their everyday workflow. This Forbes' customer onboarding piece by Sujan Patel says, "The best onboarding flows give users a taste of the value proposition first, then once the user sees the value, collect the critical user data necessary to grow a customer relationship." After all, that's the reason customers entrust a service provider to help ease a pain they have and to streamline some type of process for them.

These tips below are some of our favorite strategic methods for engaging customers from the very beginning of onboarding and into the entire customer lifecycle. 

Topics: Tips and Best Practices saas

Spring Cleaning: Declutter Your Life With These Tech Tools

With the month of March upon us comes the opportunity to do a little spring cleaning, and start fresh. Luckily, there are hundreds of productivity apps and tools that can help you in your pursuit of a decluttered life. Here are some of our personal favorites.

Topics: Tips and Best Practices saas

How to Create a Signer-Friendly Contract Using the PactSafe Contract Editor

After PactSafe becomes a part of your team’s daily routine, like any product, users become accustomed to the features. After creating, editing and signing your first contract in PactSafe, It becomes natural to reimagine contracts with our editor, PDF contract upload, sending contracts, and more. Contracts are amazingly simplified as they fly into your signers’ inboxes for easy agreement acceptance. This is important for your in-house counsel to understand as we've shifted almost completely to online signing. 

As administers of these contracts, here are some steps to ensure that the contents of your contracts are as user-friendly as possible:

Topics: Tips and Best Practices Contract Management

Legal Implications of Cloud Technology That Your Company is Forgetting

Nowadays, everything is all about the cloud. Since “the cloud” is a very broad and vague term, it’s easy to feel intimidated, and maybe even suspicious of where your important information is being stored. I mean, what is the cloud, exactly? This feeling is not unwarranted, as legal risks and considerations presented by the cloud can easily be overlooked by those not familiar with them. However, the cloud can also be extremely beneficial, when approached correctly and legally.

Topics: Tips and Best Practices

Clickwrap Best Practices at a Glance

Digital business models like Amazon and Dropbox use clickwrap agreements for executing their contracts because they are just as legal as paper contracts when implemented properly. 

When not implemented properly, it can be costly. Companies like GoGo Wireless, Safeway, BMO Harris Bank, and Zappos have all suffered the consequences of not following best practices with multi-million dollar lawsuits and costly litigation. So what are the next steps to properly implement these types of agreements?

Topics: Clickwraps Tips and Best Practices

Your Go-To Checklist for a Flawless Sales Agreement

Whether creating a contract for real estate purposes or a business-to-business transaction, a well-detailed and planned-out contract is a must for getting business done.

Ensuring that each aspect of the sales agreement serves a purpose as well as covering the necessary bases is vital to a successful business transaction.

Check out this list of must-haves for your next sales agreement:

Topics: Managing Website Legal Tips and Best Practices Contract Management

The Top Legal Agreement Mistakes SaaS Companies Should Avoid in 2017

The Forbes 2016 State of the Cloud Report details the five stages that companies go through before committing to trusting various aspects of the cloud (denial, anger, bargaining, depression, and acceptance). For software as a service companies, trusting the cloud is an unspoken agreement between teams and the force of the internet. If the cloud goes down, we're all doomed! Quite literally.

Topics: Tips and Best Practices saas

Is Your E-commerce Checkout Flow Secure?

Sales terms that easily embed into ecommerce checkout flows provide an easy route to recording affirmative acceptance from online users.

Topics: Tips and Best Practices e-commerce

5 Shortcuts to Accelerate Signatures Like a World Series Champion

Time travel back to November 2, 2016 when we were all on the edge of our seats watching the Cleveland Indians and Chicago Cubs fight for game seven of the World Series. The teams contended at elite playing levels tying up scores and laying it all out there until Chicago came out on top. We want to help you be the better performing team no matter what game you’re playing in.

Topics: Website Legal Agreements Tips and Best Practices eSignature

4 Reasons to choose "Buy" over "Build" and the Integration Mindset

Box CEO, Aaron Levie tells us, "We're entering an era of enterprise software where I want to be able to mix and match my tools from a set of vendors that might be five, 10, 20 different applications that I want to work together seamlessly."

So how do we make that happen? Through integrating third-party solutions with our own products.

Topics: For Developers Tips and Best Practices