Signing Scene
Industry Solutions

IT software industry

Contract Lock helps large IT software organizations build an electronic signature service platform that covers employees, distributors, and customers. It provides identity authentication and electronic signing support for core business processes such as software product development, sales, agency, sales bidding, partner cooperation, and project management, helping to reduce costs and improve efficiency in software product services.

The IT software industry has multiple sales channels and a large volume of sales orders. From product development, sales to project implementation, a large number of agreements, contracts, and documents need to be signed with employees, customers, or distributors. Introducing electronic signatures has become one of the important tasks in the digital transformation of software industry product agency, sales, bidding, projects, and cooperation, resolving the efficiency, cost, security, and other issues caused by the signing of paper contracts. The contract lock helps large IT software organizations build an electronic signature service platform that covers employees, distributors, and customers. By integrating with business software applications, it provides identity authentication and electronic signature support for core business processes such as software product development, sales, agency, sales bidding, partner cooperation, and project management. The signing work, which originally took 3-7 days, can be completed in as fast as 2 minutes, helping to reduce costs and improve software product services. (Signing scenarios in software industry business operations)  In the process of serving large IT software organizations, Contract Lock integrates and connects various software such as CRM, OA, dealer management, and bidding management systems. With the help of business system processes, it realizes the digitalization of the entire process of online approval, mobile signing, and automatic archiving of software products' R&D - sales - bidding - partner cooperation - project documents', eliminating the costs of signing paper, express delivery, printing, and storage in the software industry's production, sales, and service processes. img src=" https://dl.qiyuesuo.com/image/cb44a9f6c4d246df9d10acc908b0884b.

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Scene Details

01  Software product "online sales contract/voucher" electronic signing

Document types: customer identity authentication, product sales contract, payment voucher, etc.

Pain points of demand:

① Software enterprise SaaS platforms cannot carry out electronic signing. After customers select and pay online, they can only print paper contract documents and sign sales contracts offline. Product sales are still one kilometer away from full digitalization. The offline signing of sales contracts has brought a huge workload, requiring a significant amount of manual labor to handle contract affairs. The signed contract documents also need to be manually scanned and uploaded by a dedicated person to the business system for archiving, which is a tedious process. Electronic signature solution: Contract lock helps connect with CRM systems or product sales platforms, providing customer identity authentication, sales contract

electronic signing , and data verification services for the entire sales process of software products, realizing the digitization of the entire online sales process, ensuring traceability and evidence of the sales process. (Online selection of software products - Mobile signing of electronic contracts) 

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02  Online signing of software product "agent distribution"

 

03  "Dealer Ordering" Online Signing

File types: channel order form, annual order contract, discount agreement, etc.

Pain points of demand:

① Large software organizations have thousands of distributors, and they have to sign order contracts every year. If sales meet standards, sales discount settlement and signing discount agreements are also required. The signing of such documents directly affects the efficiency of distributor ordering and settlement.

② If relying solely on manual communication and express delivery, the signing cannot be completed and replenishment cannot be promoted, which affects the distributor's sales process.

③ In addition, tens of thousands of documents need to be classified and stored every year, which is difficult to manage, easy to lose, and difficult to query in the later stage.

Electronic signature solution:

Contract lock integrates with the dealer management system to provide electronic signing support for both parties in the dealer ordering and discount settlement process. It fully connects order data, approval process, and electronic signature , allowing online confirmation of order information, mobile signing, and efficient replenishment with dealers.  

(One click push of electronic contracts in the business system - quick view of signing status)

(Both parties sign the contract file online through the "signature button" in the business portal)

Implementation

•Order signing online, completed within 1 day, to avoid replenishment time pressure caused by signing.

• The order and discount agreement documents are fully tamper proof, supporting online authenticity verification, anti-counterfeiting, and fraud prevention, and standardizing sales data.

• Fully integrated with the dealer system, automatic capture of order, discount and other data, generation of standardized electronic files, no need for manual data filling, improving production efficiency.

04 "Bid Document" Electronic Signature

File Types: PDF Bid Document Signing, encrypted bidding, one click addition of saddle stitch seal, etc.

Pain points of requirements:

In the process of software product sales, bidding documents are one of the most common documents, which not only have many pages and high frequency of signatures, but also need to be stamped page by page to be effective. If paper documents are used for signing, a bidding document will have to be stamped hundreds of times, which not only increases the workload of stamping, but also easily leads to situations such as missing stamps, resulting in a cost consumption of several hundred thousand yuan per year.

Electronic signature solution:

Contract lock supports docking with the bidding management system, enabling one click addition of electronic seals and saddle seals to PDF electronic bidding documents online, without the need for manual flipping or dragging, saving the trouble of storing and transporting paper bidding documents and simplifying the bidding document signing process.

 

(Online bid preparation)

(encrypted bidding)

Implementation

• Can support online stamping of large-scale bid documents up to 1G.

After stamping the PDF electronic bid, it will automatically encrypt the bid to ensure the security and confidentiality of the bid content. • Comprehensive paperless bidding with dozens or hundreds of pages, reducing software product bidding costs. 05 "Project Service Document" Electronic Signature

Document Type: Project Requirement Confirmation Form, Implementation Plan, Project Acceptance Form, etc. Pain Point: In software product project implementation, the confirmation and acceptance of requirements and plans must be signed and confirmed with the customer. Over the course of a year, each subsidiary will generate a large number of project service documents, resulting in high paper consumption and document archiving costs. In addition, project acceptance documents are an important basis for installment settlement of expenses. The long signing cycle of paper acceptance documents often delays the efficiency of payment collection.

Electronic signature solution:

Contract lock supports integration with OA office system, connecting project information, approval process with

electronic signature

, and automatically generating electronic signature process for document files around the project implementation cycle. Software product customers can move and sign within 24 hours to improve project docking efficiency.

(Product Project Acceptance Form) 

Implementation

• Support online signature reminder , automatic SMS reminder for overdue signatures, efficient signing of project files, and improved docking efficiency.