49
© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. from Adobe EchoSign E-Signatures: The Who, The When, The Where, The Why, The How

E-Signatures: The Who, The When, The Where, The Why, The How

Embed Size (px)

DESCRIPTION

All about E-Signatures, from Adobe, the inventors of PDF.

Citation preview

Page 1: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

from Adobe EchoSign E-Signatures: The Who, The When, The Where, The Why, The How

Page 2: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Adobe EchoSign: Who We Are

• Sign, Track and File, On The Web -- In One Click • 50,000 customers and 4,000,000 users • Customers Small, Medium and Largest

• #1 highest ranked on web (Alexa/Comscore/Compete);

• #1 highest rated on Salesforce ’06-’11 • #1 installed app for NetSuite • 100+ of Fortune 500 as customers

• The choice of the web: Google, Dell, Facebook, Intuit, Groupon, NetSuite, Citrix, Time Warner Cable, Comcast, Qualcomm, VMware, AMEX, Dow Jones, Twitter, Verizon + 50,000 SMNBs

Page 3: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign, Inc. Confidential

E-Signatures: The Who

Page 4: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign: The Way the Web Signs

Page 5: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

The Web Chooses EchoSign

Page 6: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

E-Signatures: The How

Page 7: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

API How it Works (1/2)

API Just e-mail out the contract from EchoSign.com …

Page 8: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

API How it Works (1/2)

API or send from Salesforce.com, NetSuite, SAP, Google Docs, CLM systems, or 20+ others …

Page 9: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

How EchoSign Works (2/2)

… Customer Signs Effortlessly – On the Web

Page 10: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Sign the Way You Want

… Biometric Mobile Fax

Page 11: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Widgets & API

… Or Sign Right Inside Your Website with our Widget (or API)

Page 12: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

The “Echo” Pt 1: Track Your Team’s Deals in Real-Time

Page 13: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

The “Echo” Pt 2: Automated Document Repository

Page 14: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Full & 100% Automated Audit Trail

Page 15: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Global Edition: E-Sign and Fax Sign Across the World

Page 16: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Collaboration, Negotiation & Redlining

EchoSign, Inc. CONFIDENTIAL

Page 17: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

E-Signatures are Even Fun

“Facebook: … It’s even fun”

Page 18: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Be Careful With Your Electronic Originals

Page 19: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign, Inc. Confidential

E-Signatures: The When

Page 20: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

If You Haven’t Yet … Just Try It

• Set up a Free or Free

Trial Account

• You’ll either be hooked in 15 minutes – or you won’t

• Lots of power and workflows – but simple to get started

Page 21: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign Today Already Integrated into 100+ Web Services

Use the stand-alone web app – or integrated into yours

• #1 Highest Rated Salesforce Integration • #1 Highest Rated NetSuite Integration • Native Integrations with SAP, Apttus, Upside,

Selectica, Emptoris, Exari, Google Apps, DropBox, Box.net, Evernote, more

• 50+ other 3d party apps have intergated EchoSign

• It’s Proven. It’s Easy.

Page 22: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign Today Already Integrated into 100+ Web Services

E-Signatures Work the Way You Work

Page 23: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

It’s Easy: Start Before, During, or After Any Integrations

• Deploy web version in

an hour / a day

• Get an Easy, Early Win For Your Org

• Integrate with SFDC/CLM/etc. when it’s / you’re ready

• It’s Proven. It’s Easy.

Page 24: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign, Inc. Confidential

E-Signatures: The Why

Page 25: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

2011+: All Businesses Are Being Run on the Web

Page 26: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Web Signatures – We’ve Now The Entered Mainstream Phase

Page 27: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

2012+: Business Contracts Require a Web Signature To Work

Web / Cloud- Based

Contract Creation

Web / Cloud- Based

Document Management

Web Signature

Page 28: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign, Inc. Confidential

E-Signatures: The Where

Page 29: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Best Practices for E-Signatures Across the World

U.S. (and Canada, U.K., Australia,

NZ, Singapore, Hong Kong, etc.): 100% same as ink under Federal E-SIGN Act, i.e. non-issue, for commercial contracts • U.S. E-SIGN Act (and EUTA)

compliance is simple and easy with EchoSign and compliant products

Page 30: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Best Practices for E-Signatures Across the World

Rest of World More Nuanced • Choice of Law

Can Help

• “Two Tier” countries of Southern Europe

• Challenges in Brazil, India

Page 31: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Best Practices for E-Signatures Across the World

Also consider using “biometric” signatures to get written signatures (as well as / as part of e-signatures) in Yellow / Orange / Red Countries

Page 32: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign, Inc. Confidential

E-Signatures: Case Studies

Page 33: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Todd Miner Head of Sales IT

Facebook

Page 34: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Buying Ads

• Self-Service • Online setup • Credit card payment

Connect with customers

• Insertion Order • Managed accounts • Contract with signatures

• Download, print, sign, scan, email

Page 35: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign Helps Automate Contract Completion

Faster campaign setup

Sales Credit PYM Client Sign Rev Assurance

Sales

Credit

PYM

Client Sign

Rev Assurance

Before

After

Sum of all team approval times < 7 hrs

54% of clients sign in < 1hr

• Parallel approvals before client signature reduces time and eliminates churn

• Auto-approvals make it

even faster

Page 36: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign Helps Close Deals Faster

And is fun

Page 37: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Benefits for our Business

• Closed-loop • Contracts are returned

electronically without stray edits • Eases revenue assurance

approval

• Enables automation • Integrates with our workflow • Tracking and metrics

• Increases mobility

• No more tracking down approvers

• Flexibility to approve via phone

Speed and scalability

Page 38: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Chris Bland Finance Manager

North American Operations Groupon

Page 39: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Groupon Today

43 COUNTRIES

1000 unique deals per day

• Founded in Chicago in November 2008, Groupon is a shopping website that features a daily deal on the top goods, services and cultural events, spanning across 43 countries worldwide.

• Groupon is a win-win for local

shoppers and business owners. For the consumer, Groupon brings unbeatable deals on top local experiences – everything from restaurants and salons to skydiving, hotels and dentistry.

• For local businesses, Groupon has

changed the way they market themselves and drives new customers into their establishments.

Page 40: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

How EchoSign Helps With Those Challenges

40

Merchant Experience

Sales Relationship

- 1,000 deals per day = 1,000 Contracts

Page 41: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 41

Business Challenges

Why EchoSign? When we started contracts were simply an email template with some merge fields. Contracts were forwarded to an email address @groupon for archiving. This created a lot of problems and as we grew we needed a system that could keep up. Contracts are dynamically generated for multiple products for sales. They don’t have to remember who gets what type of contract, the system auto-generates it. (Daily Deal, GrouponLive, Groupon Getaways with Expedia) Contracts are stored directly with the opportunity, one place to look for all the information about that deal.

Page 42: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 42

EchoSign Can be More than a “Contract” 1,000 deals means we have a lot of data to collect! We Simplify Data Collection for Sales How would you like to be paid? • By Check?

• Where should we send your check? • Who should we write the check payable to?

• By Wire? • Bank Account Details?

• What is your Tax ID Number? • Collected in a secure environment

By collecting this information from our Merchants at the time of the sale, we ensure accurate data in salesforce.com and save our Sales Team time and prevent mistakes.

Page 43: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 43

Rollout and Adoption What departments think of EchoSign? Legal: Contracts in one location, secure signatures Sales: Ease of use, automatic data collection, intuitive, reminder emails Sales Team Mgmt.: Analytics on their Team, Who needs help? Who produces? Salesforce Team: Easy to Administer, Clicks not code, Technical Support

Page 44: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Mark Brennan Director,

Information Services Pandora

Page 45: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

Pandora

Personalized Internet Radio

Free – ad supported radio

Music Genome Project - founded 2005

Web + mobile + auto + CE devices

100 Million registered listeners

Listed NYSE – June 2011 – Symbol: P

Page 46: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign: Making it all Quicker & Easier

Sellers need documents signed

Employees need to sign vendor agreements

HR and Legal need employees, candidates, vendors to sign our paper

We would be almost paperless….. Except for signatures + scans + PDFs + email back

Page 47: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

August 2010 - Proposed Echosign

Showed it to a few employees

They asked to adopt right away

Snowball effect

Legal team is conservative: start simple

Page 48: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

EchoSign – What We’ve Done so Far

Vendor agreements – some good adoption

Sales teams – coming ….

No software to install

Accounts provisioned via Okta single sign-on

Training is optional as product is intuitive

Audit trail + signed documents library

Easy templates: NDA, vendor / contractor agreement

Acceptance obstacles are few & clearing

Page 49: E-Signatures:  The Who, The When, The Where, The Why, The How

© 2011 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.

The Way the Web Signs! Adobe EchoSign