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4 formas de diseñar una experiencia de firma móvil sin contratiempos para clientes

Resumen5 minutos de lectura

Check out Docusign eSignature features designed to enable you to provide an enhanced mobile signing experience while speeding up the agreement process.

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Las empresas están innovando más rápido que nunca y las expectativas de los consumidores están creciendo a tasas nunca antes vistas. Ahora, las empresas están bajo una gran presión para cubrir y superar dichas expectativas para poder seguir siendo competitivos. Esto es especialmente importante cuando se trata de brindar una experiencia sin inconvenientes en cualquier dispositivo, no solo el escritorio. Ya que el 86% de los consumidores están dispuestos a pagar más por una gran experiencia para los clientes, la tecnología móvil es esencial para ellos, en especial cuando se trata de firmar y completar acuerdos críticos.

Las organizaciones necesitan brindar una experiencia de firma móvil flexible y sin inconvenientes que haga que los clientes quieran regresar. Ahí es donde entra Docusign eSignature. Para hacer avanzar a la empresa las partes firmantes deben poder acceder, firmar y completar documentos fácilmente desde prácticamente cualquier lugar donde estén. Es por eso que hemos invertido en algunas capacidades móviles clave: SMS Delivery, Responsive Signing y Smart Sections. Estas funciones fueron diseñadas para permitirte brindar una experiencia de firma móvil mejorada al tiempo que aceleras el proceso contractual.

Notifica a partes firmantes con mensajes SMS

Recientemente lanzamos nuestro servicio SMS Delivery en eSignature como una forma de ayudar a las organizaciones a brindar a las partes firmantes una experiencia móvil y con mayor interacción al tiempo que se aceleran las transacciones empresariales. Con esta mejora, puedes llegar a los consumidores virtualmente sin importar dónde estén, a través de notificaciones sobre acuerdos en tiempo real enviados directamente a su dispositivo móvil.

SMS Delivery for eSignature Mobile

Adapta acuerdos con firma responsiva

Cuando los firmantes tienen acceso a un acuerdo en su dispositivo móvil esperan tener una gran experiencia de visualización. Sin embargo, con frecuencia se topan con un PDF estático donde se ven forzados a ampliar la imagen para ver toda la información crítica del acuerdo. Esto puede ser frustrante para los firmantes y puede resultar en el abandono del documento o retrasos para finalizar los acuerdos. Responsive Signing, la firma responsiva, es una función que mejora la visualización de documentos en el dispositivo del firmante. Los acuerdos se convertirán automáticamente a HTML para que el documento se adapte al tamaño y la orientación del dispositivo del firmante. Esto permite que sea increíblemente sencillo leer el acuerdo, ya que no tienen que aumentar la imagen en un PDF estático.

Responsive Signing in DocuSign eSignature Mobile

Optimiza acuerdos con Smart Sections

Para las situaciones en las que un acuerdo muy extenso puede contener mucha información, como Términos y condiciones, tenemos una función llamada Smart Sections que funciona de maravilla con Responsive Signing. Con esta función puedes colapsar contenido no crítico, como información básica de la empresa, permitiéndote optimizar la experiencia de visualización. El remitente puede elegir ver los elementos más importantes del documento que tiene que revisar la parte firmante. Y, si el firmante tiene la necesidad de revisar más a fondo dichas secciones colapsadas, lo podrán hacer: solo tienen que dar clic en la sección para expandirla.

Smart Sections in DocuSign eSignature Mobile

Al usar estas tres sólidas capacidades, puedes transformar un proceso tradicionalmente molesto en una experiencia móvil satisfactoria y optimizada. Docusign eSignature brinda a las empresas de cualquier tamaño la tecnología para respaldar flujos de trabajo móviles que hace que enviar, firmar y ejecutar acuerdos sea tan fácil como tomar tu teléfono.

Optimiza acuerdos móviles con Signing Insights

Una vez firmado el acuerdo, es crítico seguir refinando la experiencia de firma para otros. Signing Insights es una potente herramienta de visualización de datos que ayuda a descubrir dónde los firmantes abandonan el contrato durante el proceso de firma. Estas percepciones pueden ayudar a refinar la experiencia de firma móvil y mejorar las tasas de finalización de acuerdos.

Si quieres optimizar aún más tu experiencia móvil y personalizar la forma en que tus usuarios usan esta tecnología, visita el Docusign Developer Center. Ahí, encontrarás información en nuestra eSignature REST API y Mobile SDKs (disponible para iOS y Android) que puedes usar para integrar funcionalidad eSign en tu aplicación móvil o permitir una experiencia de firma fuera de línea.

Ve estas funciones en este breve video:

Documentos y procesos que se pueden beneficiar de experiencias móviles

Las organizaciones de cada mercado vertical han encontrado una variedad de usos creativos para la tecnología móvil que también brindan a los clientes una experiencia de firma integral. Algunas de las más populares son:

  • Ventas sin contacto

  • Acuerdos POS

  • Acuerdos de servicio

  • Cotizaciones

  • Servicios de instalación

  • Términos y condiciones

  • Apertura de cuentas

  • Incorporación de clientes

  • Renovaciones y cancelaciones

  • Exenciones

¿Te interesa aprender más sobre cómo puedes usar eSignature para lograr una experiencia móvil excepcional? Habla con nuestros expertos.

Obtén más información o accede a una prueba gratuita hoy.Prueba Gratuita

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