Electronic signature for field sales representatives
Prepare the contract or order before the meeting and have the client sign it directly on a mobile phone, tablet, or laptop—without the need for printed documents or follow-up emails.
- The client does not need an account.
- The signature takes place on the merchant's device.
- The document is saved online.
The client has made up their mind. You can sign the document right there at the meeting
The business meeting went well, and the client is ready to proceed. However, if they receive the contract or order via email only later, they have to revisit it, and the signing might be delayed.
With OKdokument, you open the prepared document on your device, and the client can sign it right there on the spot. This way, the deal doesn't have to wait for a follow-up email or another in-person meeting.
The client wants to sign immediately
You will open the document directly at the meeting.
You work outside the office
You have the prepared documents available on your mobile phone, tablet, or laptop.
You do not have a printed copy of the contract with you
The signature takes place on the device's screen.
The other signatory is not present
You will send him the document to complete remotely.
Where on-site signing can be used
Business meeting at the client's premises Visit to the customer's facility Field sales Store or branch Conference and trade fair Product presentation Customer consultation Handover of goods or services Service intervention Signature upon receipt of the completed work
Which documents can the sales representative sign at the client's location?
Business Contract Order Price Quote Cooperation Agreement Addendum Acceptance Protocol Handover Protocol Service Report Acknowledgment of receipt Consent or declaration Non-Disclosure Agreement
How signing directly at the client works
Paperless signature at the client's place
| Option | Standard signing | OKdokument |
|---|---|---|
| On-site document signing | check_circle | check_circle |
| Signature by multiple persons | check_circle | check_circle |
| Need for a printed document | check_circle | close |
| The need for a pen | check_circle | close |
| Sign via mobile or tablet | close | check_circle |
| Document prepared online in advance | close | check_circle |
| Precisely defined signature fields | close | check_circle |
| Multiple documents in a single process | close | check_circle |
| Saving the document online | close | check_circle |
| Signing history | close | check_circle |
| Sending to another person remotely | close | check_circle |
| Sharing the final version | close | check_circle |
The sales representative is sitting with the client at a meeting or directly at their place of business. The client signs a document on a tablet.
On-site signing and remote continuation
Not all authorized persons need to be present at the business meeting.
Benefits for the field sales representative
The salesperson presents the solution, and the client wants to confirm the order immediately
The sales representative opens the prepared order on a tablet. The client reviews the terms and signs the document right there during the meeting.
If the company executive's signature is also required, the document is sent to them via email. The sales representative does not need to prepare paper copies, scan the document upon returning, or send another version to the client.
Once completed, all signatures are part of a single process.
Suitable for individuals and business teams alike
An individual salesperson can manage their own documents and clients. With the team package, each member of the sales team can work within their own Premium account.
The team package includes:
- 5 Premium accounts,
- user management,
- custom logo and colors,
- client redirection after signing,
- unified settings for the entire team.
Frequently Asked Questions
No. The document can be signed directly on the merchant's device.
No. When signing on-site, there is no need to register or log in to a personal account.
Yes. You upload the document, add the signature fields, and prepare the signers in advance.
The client present signs the document on-site, and the executive receives a unique link for remote signing.
Yes. You can include multiple documents in a single envelope—whether for signing, reading, or as attachments.
Yes, after signing, all parties will receive the signed documents via email.