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Merge branch 'main' into feat/public-profiles
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62
apps/marketing/content/blog/announcing-direct-links.mdx
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apps/marketing/content/blog/announcing-direct-links.mdx
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---
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title: Launching Direct Links
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description: Today, we are launching direct links to templates, a new and async way to get documents signed.
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authorName: 'Timur Ercan'
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authorImage: '/blog/blog-author-timur.jpeg'
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authorRole: 'Co-Founder'
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date: 2024-06-17
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tags:
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- Announcement
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- Direct Links
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- Profiles
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---
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<figure>
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<MdxNextImage
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src="/blog/direct-links.png"
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width="1400"
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height="884"
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alt="Direct Links in Templats List View"
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/>
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<figcaption className="text-center">Direct Template Links - Async signing, anytime.</figcaption>
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</figure>
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> TLDR; We are launching direct links to templates. With direct links, a document is created from a template every time anyone signs the link. Links can be public.
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## Sync or Async?
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> Quick refresher on Sync vs. Async: Sync means everyone has to wait for me until they can continue their work. Async means everyone can and does their work at the time that fits best.
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Digital signing has become almost as normalized as email when doing business. While not 100% of companies are onboarded on digital signatures yet, hardly anyone is surprised when receiving a link to sign something digitally. As we got used to the user experience of sending emails, we also got used to the experience of sending document signature requests, with all the downsides:
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- I have to become active each time before anything can happen: I need to send a signature request
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- My counterpart has to wait for me to send: "Did you send the signing link yet?"
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- I need to monitor the requests I started for completion: "I sent you a link yesterday; please check it out."
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## Introducing Direct Links
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Today, we are introducing a new paradigm to signing: Async Direct Signing Links. Direct links are attached to a template and can be used anytime by anyone using the link. You set up the signature experience and flow once using all existing template mechanisms and you are done. You can provide anyone with the link so they can sign whenever they need to. You can even post the link publicly if you want to maximize its reach, i.e. for sales contracts.
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<video
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id="vid"
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width="100%"
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src="https://github.com/documenso/design/assets/1309312/129f690b-29b4-4a11-b9a0-14fc6648e611"
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autoPlay
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loop
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muted
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></video>
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## Embrace Async
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So, how does this help anyone? You may still need to send a signature request to people, but in the cases you don't, you are not forced to anymore. Need an NDA? Check out our standing NDA link. A customer needs an updated Form W-9? Just use the company W-9 Link; it always has the most up-to-date form. You can even go as far as publicly posting a link to a software development or design contract any potential customer can sign anytime. Can they talk to you first? Sure, but if they don't need to or already have to, they go straight to the link. The process of actively sending has gotten us used to using a sync paradigm (I send, you receive and sign, and I get the result), whereas an async one (you sign whenever it suits you, and I become active only then, if at all) is way better suited. Adding more approval and signature steps makes sure you still control the outcome, but the process becomes a lot more efficient. For example, you can grab your own copy of the early adopter's pledge here if you missed it: [documen.so/pledge](https://documen.so/pledge).
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> Take a minute to think about every signing request you send and whether they really require you to be part of the transaction. Could they be outsourced to the recipient and only reviewed once their part is done?
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## Coming Soon: Profiles
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The best place to put your public links will be your **Documenso profile**, which is also close to launching. We want to get a feel for how links are used and move on to profiles shortly after. Want to try out direct links? Grab a free account here to get started: [documen.so/free](https://documen.so/free).
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As always, we want to hear from you on [Twitter / X](https://twitter.com/eltimuro) (DMs are open) or [Discord](https://documen.so/discord) if you have any questions, ideas, or comments.
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Best from Hamburg\
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Timur
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---
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title: How Documenso Helps Freelancers Close More Clients Efficiently
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description: Reducing friction when sending proposals is critical to closing new clients. By using Documenso, freelancers can save time, enhance client interactions, and ultimately close more deals efficiently.
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authorName: 'Timur Ercan'
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authorImage: '/blog/blog-author-timur.jpeg'
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authorRole: 'Co-Founder'
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date: 2024-06-14
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tags:
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- Freelancer
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- Proposal
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- Productivity
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---
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Getting new clients, or maybe even your first client, to sign with you is at the very core of freelance work. Whether you develop software, create designs, or market products, it all starts with a signature from you and your future customer. Closing a customer usually means agreeing on a proposal first and then signing a formal agreement afterward. Signing proposals and contracts is fast, easy, and painless with Documenso, so let's take a look.
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## Understanding Proposal and Contracts
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### 1. Initial Proposal
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> Agreeing on what needs to be done and terms for payment
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A proposal will include the scope of the work (what does the customer want done?), desired deliverables (documents, code, features, videos, etc.), timelines, payment terms (one-time, monthly, per hour), and prices (e.g. $60/ hour, $5k one-time). A proposal is important for both sides to be clear about the goal and the terms that apply. Customers usually decide based on the proposal if your offer is what they want.
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### 2. Formal Contract
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> After the client signs the proposal, a contract can be signed, formalizing the agreement and adding detailed legal terms.
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Once the terms are agreed upon, a more formal document should specify the terms of working together, especially legal details such as confidentiality, indemnification, governing law, etc. The contract provides clarity on legal details for both sides and formalizes their claims.
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Sending one or even multiple documents to a potential client and having them send them back signed (in the worst case, they send it via actual mail) is time-consuming for both sides. It also introduces friction at a time when making it as easy as possible for your potential client to say yes should be your number one goal.
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### **Digital Signatures for the Win**
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Signing documents digitally makes closing proposals and contracts faster and more secure. Each party can review and sign the documents in minutes instead of days (inserting the signatures manually via PDF editor) or even weeks (using conventional mail). Apart from the efficiency gains, signing digitally also increases trust by making the process more secure and auditable. Digitally signed documents can’t be changed after the fact, and every step of the process is logged.
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Documenso lets you reap these benefits by sending proposals and contracts with minimal effort. Being open source, the whole world can verify our product and how we deliver on these promises, which is why thousands of users already trust Documenso for their signing needs: [https://documen.so/open](https://documen.so/open).
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## Preparing the Proposal
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If you already have a proposal template, create a new version for your client and export it to PDF. If your tool doesn’t support that, your system's “PDF printer” lets you create a PDF from almost any tool by using the print function. If you do not have a template yet, you can find a lot of content and guides on the matter through a quick Google search. Here is a quick checklist of what your proposal should cover:
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- A clear and concise title
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- Your contact information
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- Date of the proposal/ validity period
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- Experience, qualifications, and prior relevant projects
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- A summary of the project
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- A detailed description of the project
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- Goals, outcomes, and deliverables
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- Tasks and activities to achieve the goals and outcomes
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- A timeline with milestones and deadlines
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- Pricing terms and payment schedule
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- Summary of major terms for the coming contract
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## Sending the Proposal
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If you don’t have a Documenso Account yet, you can [create one for free](https://documen.so/signup?utm_source=blog-freelancer-proposal). Once you sign up, you can upload your proposal PDF by simply dragging it into the upload area. Add your potential client as a recipient, add a signature field, and you are done! You can track the status of your proposal simply by clicking the Document in the overview. Documenso will also notify you once the proposal is signed.
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<video
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id="vid"
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width="100%"
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src="https://github.com/documenso/design/assets/1309312/050a1501-b562-4b1e-97b5-a46fc0da8246"
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autoPlay
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loop
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muted
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></video>
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### Conclusion
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Sending a proposal to potential clients using Documenso makes getting to the first “yes” fast and easy. Seeing if your proposal was signed or even read helps you to get a feel for where you are in the process. You can use the [Documenso Free Plan](https://app.documenso.com/signup?utm_source=blog-freelancer-proposal) to send 5 proposals per month. Digital Signing in 2024 is the best practice for all professionals looking for the most efficient way to get business done.
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Please let us know what you think and what we can improve. Which field types are you missing? Connect with us on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments! We're always here and would love to hear from you :)
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Best from Hamburg\
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Timur
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BIN
apps/marketing/public/blog/direct-links.png
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apps/marketing/public/blog/direct-links.png
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engagement: 'Full-Time',
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joinDate: 'October 9th, 2023',
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},
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{
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name: 'Adithya Krishna',
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role: 'Software Engineer - II',
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salary: '-',
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location: 'India',
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engagement: 'Full-Time',
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joinDate: 'December 1st, 2023',
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},
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];
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export const FUNDING_RAISED = [
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@ -235,16 +235,16 @@ export const Carousel = () => {
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</div>
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</div>
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<div className="dark:bg-background absolute bottom-2 right-2 flex w-[5%] flex-col items-center space-y-1 rounded-lg bg-white p-1.5">
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<span className="text-foreground dark:text-muted-foreground text-xs">
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<div className="dark:bg-background absolute bottom-2 right-2 flex w-[20%] flex-col items-center space-y-1 rounded-lg bg-white p-1.5 sm:w-[5%]">
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<span className="text-foreground dark:text-muted-foreground text-[10px] sm:text-xs">
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{selectedIndex + 1}/{slides.length}
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</span>
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<Progress value={progress} className="h-1" />
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</div>
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</Card>
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<div className="mx-auto mt-12 max-w-4xl px-2">
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<div className="mt-2 flex justify-between" ref={emblaThumbsRef}>
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<div className="mx-auto mt-6 w-full max-w-4xl px-2 sm:mt-12">
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<div className="mt-2 flex flex-wrap justify-between gap-6" ref={emblaThumbsRef}>
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{slides.map((slide, index) => (
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<Slide
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key={index}
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@ -17,7 +17,7 @@ export const Slide: React.FC<SlideProps> = (props) => {
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onClick={onClick}
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type="button"
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className={cn(
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'text-muted-foreground dark:text-muted-foreground/60 border-b-2 border-transparent py-4',
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'text-muted-foreground dark:text-muted-foreground/60 border-b-2 border-transparent py-1 text-xs sm:py-4 sm:text-base',
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{
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'border-primary text-foreground dark:text-muted-foreground border-b-2': selected,
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},
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