Quick Guide: How to Close Deals Faster by Ditching the Word + DocuSign Workflow

Quick Guide: How to Close Deals Faster by Ditching the Word + DocuSign Workflow

Closing deals shouldn’t feel like pushing paper. Yet, many SaaS startups still rely on the outdated Word + DocuSign combo, creating unnecessary friction between “yes” and “signed.”

Here’s how to modernize your deal process and start closing faster.

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1. Identify the Bottlenecks

Traditional workflows slow you down because they:

• Require manual edits and version control across Word files
• Rely on back-and-forth email approvals
• Separate signing from billing, delaying revenue recognition
• Don’t integrate with your CRM or payment systems
  

The result: deals stall, ops teams scramble, and cash flow lags.

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2. Move to Dynamic Deal Templates

Instead of static Word docs, use live deal templates that pull data directly from your CRM or product catalog.

• Auto-fill pricing, terms, and customer info
• Prevent errors or outdated terms
• Allow quick edits without re-sending documents
• This cuts negotiation cycles from days to hours.

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3. Integrate Signing + Billing in One Step

When customers can sign, pay, and activate in the same flow, you eliminate follow-ups and missed handoffs.

• Embed checkout and billing directly into your quote or order form
• Trigger automatic invoicing or subscription activation
• Give customers instant confirmation

No more “We’ll send the invoice next week.”

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4. Empower Reps With Automation

Don’t let your team spend hours formatting documents. Instead, automate:

• Deal generation
• Approvals
• Signature routing
• Payment collection

This gives every rep “RevOps-level” efficiency without needing a RevOps team.

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5. Track Revenue in Real Time

When your deal workflow connects directly to your billing platform, you get immediate visibility into MRR, ARR, and cash flow as soon as deals close. That means you can:

• Forecast accurately
• Spot churn early
• Impress investors with real-time revenue data

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The Bottom Line

Word docs and DocuSign worked when deals were slow and simple but in today’s SaaS world, speed is revenue.

Teams using Salesbricks close faster because they quote, sign, and bill all in one seamless flow.

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Stop losing time in the Word trap.

Learn how Salesbricks automates your close.

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