Getting the most out of your Plainly trial

If you're looking for an e-signature and document automation tool, Plainly is a great option to consider. With a free 14-day trial, you can try out the platform and see how it can benefit your business. To make the most of your Plainly trial, here are our top tips to help you get started:

1. Turn your most frequently used documents into templates

A great place to start is by uploading your 3 most frequently used documents to the Templates part of the platform - it's super-easy. This will allow you to quickly create new documents without having to start from scratch each time - saving you time and effort.

2. Customise your branding

Make your documents stand out by customising them with your company's branding. With Plainly, you can easily add your logo, colours, and other branding elements to your documents. This will help you create a consistent look and feel across all of your documents, and make them more professional and memorable.

3. Test out the platform with your team

To get the most out of your Plainly trial, test out the platform with your team members, if you have one - you'll need to be on a Team, Team+ or Business+ trial for this. This will help you understand how the platform can benefit your business, and give you the opportunity to get feedback from your team. 

By involving your team in the process, you can ensure that everyone is on board with using Plainly and maximise your chances of success.

4. Get support from Plainly's customer service

If you have questions or need assistance while using Plainly, our friendly customer service team is available to help you. We can assist you with technical issues, answer questions about the platform's features, and provide guidance on how to use the platform to achieve your business goals.

5. Automate document workflows

Plainly's automation features can help you streamline your document workflows, saving you time and reducing the risk of errors. 

Ensure you're trying the Business+ plan (like all plans, it's free to try). You can then set up automated workflows for tasks like document routing, approvals, and reminders. This will help you keep track of the status of your documents and ensure that they are processed quickly and efficiently.

6. Evaluate the ROI

Finally, evaluate the ROI of your Plainly trial. After the trial period ends, take a look at how much time and money you saved by using the platform. Consider how much more efficient your document workflows were, how much time you saved with e-signatures, and how much more professional your branded documents looked. If the ROI is positive, it may be worth investing in a subscription to Plainly to continue reaping these benefits in the long-term.

In conclusion, a Plainly trial is a great opportunity to try out an e-signature and document automation tool for free. By following these tips, you can make the most of your trial and see how Plainly can benefit your business. From uploading frequently used documents to customising your branding and evaluating the ROI, there are many ways to take advantage of Plainly's powerful features. 

So why not give it a try and see how it can help you save time and streamline your document workflows?