On Demand webinar | 20 min | Free of charge
Streamline approval processes to increase efficiency.
Implement a more efficient, secure way to manage quotations, briefings, approvals and payments.
As a creative agency it can be difficult when relying on customer emails as a means for signing off on large campaigns and projects. Paper trails can be long and there’s no formal signature in sight. So let’s look at a better way to formalize quotations, briefings, approvals and even payments for your organization.
In this session you’ll discover
- How to prepare your Office 365 documents for a signature workflow
- How to use SharePoint to merge all project files and send them to your customer
- How a customer will view, approve and sign your proposal
- How to manage and organize signed documents within your organization
Speaker
Stephen Walker
Solutions Consultant
Adobe
About the series
Adobe is focused on helping our customers remain well-positioned for business continuity, and to stay agile in today’s challenging times when things are quickly changing. Business continuity is not about a moment in time, it’s about adapting to the current environment and innovating as you go along. This may require rapid pivots to build your position of trust and to continue to gain customer confidence. One thing is certain, digital engagement will be among the most powerful assets in every organization’s arsenal for responding effectively and decisively to this and future challenges.
Explore our webinars in the series to learn more about how businesses can quickly and efficiently adapt to this rapidly changing landscape.