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Speed up your process
customer contracting
Improve performance and simplify the customer experience by dematerialising the entire process of creating, validating, signing and filing the customer contract.
What if you went from paperless to deadline-free?
The contractualisation phase materialises the negotiations you have conducted with your prospect or client.
This is a key step in the sales cycle, but it can quickly become complex, time-consuming and costly if the process is not dematerialised from start to finish. Creating a contract by copying and pasting is potentially error-prone, validation by email is time-consuming and does not secure the approval process, signing without probative value is risky in case of conflict.
Legal risks
Degraded customer experience
Longer sales cycle
Digitalising the contracting process is not only a challenge in terms of simplification but also in terms of customer relationship management.
Gain security by automating the drafting of contracts
The drafting of a contract can quickly become a source of error if it is created manually, potentially leading to legal risks or unnecessary back and forth to correct the contract. Automating the drafting of contracts with an interactive composition solution makes it possible to secure the creation of the contract thanks to a library of predefined clauses integrated into the contract according to the options checked. This decentralises the drafting of contracts and frees up the legal department for value-added tasks.
Speed up the sale, with electronic signing of contracts
It is no longer necessary to send the contract by email, print it, sign it and then send it again by email. The electronic signature of the contract, integrated into the contractualisation process, makes it possible to sign securely, quickly and simply.
The contract is signed immediately
The contract can be signed at a distance
Paperless, your customers will appreciate it
The contract is filed, automatically archived in the customer file
Search your contracts in 1 click
Once signed, contracts are automatically filed in a customer file, so that data can be easily shared with the legal department, the sales department or the support team if necessary.
A contract can be searched simply by using keywords (client name, date, subject, etc.) or directly from a full-text search of the entire content.
The documents used to draw up the contract are also available in the customer file: quotes, orders, etc.
You have a secure space that can be shared and easily accessed from anywhere thanks to the document management system, Efalia Doc.
Why choose Efalia suite?
Modularity
Dematerialisation by unitary process: contract drafting, validation, signature, archiving and enrichment to other processes.
Personalization
The process is fully customisable, without development, to conform to your legal and business practices.
Security
The commercial contract is secure, from its creation to its legal archiving, via the validation and electronic signature stages
Activity management
Comprehensive dashboards to value and monitor contract activity.
Opening
Platform open to the outside world, easily integrated with a CRM or business applications.
Speed up the signing process
Streamline exchanges
Why digitise the customer contracting process?
Reduce legal risks
Optimise the customer experience
Get a demo
Because a demo is worth a thousand words, contact our experts for a personalised demonstration of our solution.
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