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What Makes a Great PDF Signing Platform: Key Features That Matter

4 min read
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DSC signature has become a standard practice in almost all corners of the world as it eases the task of document management and also ensures the security of data. Besides, it is a cost-effective method for keeping all your deals, agreements, and other important data on track and safe. Thus it is mandatory to make a switch to PDF signing platforms to enjoy the benefits these platforms offer. However, with so many platforms in the market, the real challenge lies in which platform to pick on. So, here is a complete guide about the features to look for to make an informed decision.

Strong Security Protocols

One of the most important features to look for in a PDF file signer is the security measures it adopts to keep sensitive information safe. Security is simply non-negotiable and shouldn't be compromised even to the slightest extent, because your agreements, contracts, and company deals demand top-tier protection. Here are some key security features to check for:

● Tamper evident seals to prevent unauthorized changes once the document is signed.

● End-to-end encryption so that the transmission and storage of data stays completely protected.

● Secure authentication methods such as SMS verification, two-factor authentication, and biometric login for added protection of data.

● Look for a platform that complies with industry standards and necessary certifications.

User-friendly Interface

The best PDF signers are crafted to offer ease of use to their clients. It does not involve any rocket science to get trained about using the system nor does it require hours of training sessions to get well-versed with its usage. So, look for a digital signer that offers the below-mentioned functionality:

● Easy drag and drop functionality for initials, signature, date, etc.

● A mobile-optimized interface for signing anytime, anywhere.

● Seamless onboarding experience for first-time users.

● User-friendly visual prompts to guide the users for an efficient signing experience.

Diverse SIgning Choices

The PDF e signer you choose should offer flexibility in signing options and should be designed to accommodate a wide range of documents and diverse business requirements. Not all signing needs are the same. Sometimes, all you need may be the initials, while at other times, there may be a requirement for a full signature, witness signature, and a lot more. Thus, a good PDF signing platform should include the following:

● Single and multiple party signing

● Bulk sending and signing

● Sequential and parallel signing

● Signer delegation that allows another person to sign on behalf of someone

Seamless Integration Ability

Your business may require the usage of several different tools and interfaces, such as cloud storage services, project management platforms, CRMS, etc. The PDF signing platform you plan to choose should easily integrate with other interfaces and should have the following integration ability to reduce errors and save time:

● Slack, Microsoft Teams, Trello

● Microsoft 365, Google Workspace

● Google Drive, Dropbox, OneDrive

● Salesforce, HubSpot, Zoho CRM

● APIs for custom integration

Should Offer Customisation

Your company documents speak volumes about your brand. Thus, the PDF fiile signer that you use should ensure brand consistency and offer customization features as mentioned below:

● Should allow adding of company logos, custom messages, texts, and brand colors

● Should allow personalized URLs

● Should allow personalized email templates for signing requests

Conclusion

PDF signer tools are the future of businesses that thrive to stand tall in the existing competition. Thus, getting acquainted with this technology is crucial to future-proof your business. So, while choosing a PDF signing platform, make sure that you keep the above-mentioned features in mind because DSC signature is not just a monetary investment but an investment for building better client-customer relationships, safety, and an entry ticket to the digital-first world.

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