Alternative documents, such as those created and managed through platforms like PandaDoc, DocuSign, Proposify, or Qwilr, can indeed be used for both online and in-person sales. Here’s how these platforms support both contexts:
Features Supporting Both Online and In-Person Sales
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Digital Document Management:
- PandaDoc: Offers tools for creating, sending, and tracking documents, which can be accessed online. This makes it suitable for sharing documents digitally during online sales. However, documents can also be printed or shared in-person for offline sales.
- DocuSign: Known for its e-signature capabilities, making it ideal for online sales. However, it also supports the signing of documents in person, such as during meetings or events, by allowing the signing process to occur on physical devices like tablets or laptops.
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Proposal and Agreement Creation:
- Proposify: Allows users to create and share proposals, including customizable templates and e-signatures. This can be done both digitally and in printed form, depending on whether the sales interaction is online or in person.
- Qwilr: Transforms documents into interactive web pages with tracking and e-signature capabilities. While primarily online-focused, printed versions of these documents can be used for in-person sales meetings to guide discussions.
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In-Person Use of Digital Platforms:
During in-person sales, devices like tablets or laptops can be used to display documents created with these platforms, allowing clients to review and sign them on the spot.
Platforms for Selling Documents
For those selling documents themselves, platforms like Gumroad, Teachable, and Etsy provide tools for digital document distribution but might not directly facilitate in-person sales. However, the documents sold through these platforms can be used in in-person sales settings by being printed or displayed on devices.
In Summary, alternative documents can be effectively used in both online and in-person sales contexts, depending on how they are managed and presented. Platforms like PandaDoc, DocuSign, Proposify, and Qwilr offer tools that can support sales interactions in both digital and physical environments.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/can-alternative-documents-be-used-for-both-online-and-in-person-sales/
