Simplify the Franchise Disclosure Process With Integrated E-sign + On-Map CRM

Franchisors need to efficiently and effectively disclose the right Franchise Disclosure Document (FDD) to each prospect. However, if you've been franchising across the United States - you know that this is easier said than done.

Documents may change on an annual or quarterly basis, may change due to developments in the franchise system, or may change due to regulator comments. Effective version control and an efficient disclosure process can save critical time, energy, and resources across the franchise system.

Does the disclosure process have to be a headache?

Not with Zors. Our franchise territory mapping platform includes integrated e-sign and on-map disclosures.

Disclosing the FDD has never been easier. Let us walk you through the process.

How to Disclose the FDD to Prospects in Zors

ZORS makes franchise disclosure easy with data visualization and embedded signature captures:

• Franchisors can visualize franchise approval status on a state-by-state basis, with green, yellow, and red color coding to easily alert franchisors when they are approved, when a renewal deadline is approaching, or when they are not authorized to offer franchises.
• Franchisors can upload their FDD in .docx or .pdf format directly into ZORS.
• Franchisors can create a template, so they only need a name and email address to disclose a prospect.
• Franchisors can use the template to disclose any prospect in seconds.
• Franchisors can track disclosure on a per contact basis and the fully signed disclosure is automatically saved to the contact

Upload the FDD

The first step is to upload the FDD into our territory mapping software using the CRM interface.

To Access the E-sign dashboard in the CRM interface:

• Click the “E-sign” tab on the left hand side of the CRM
• Click the "Templates" sub-tab
• Click on “Create Template” and drag and drop your FDD in either .docx or .pdf format
• Once the file is uploaded, simply click “Edit Template” and add the template name, signature and date fields to your FDD

Send the FDD to Prospect

Ready to disclose a prospect? Once you create and name your template, it is incredibly easy to disclose new prospects. You have two options in ZORS:

• Directly from the mapping interface
  • Click on a State
  • Click on the "Disclosures" tab
  • Select the Template
  • Select a a Contact
  • Press "Send for Signature"
• Directly from the Built-in CRM
  • Click the E-Sign tab
  • Click "New Submission"
  • Select the Template
  • Assign a Signor
  • Click "Send for Signature"

Because e-sign is integrated into our mapping and CRM platform, each disclosure is linked to the contact with real-time status and instant association. Once signed, the final version stays with the contact providing instant document management so you are always compliant and audit ready.

E-Sign + Document Management

One of the best parts of using Zors to disclose prospects is that it is easy to manage the disclosure and contract workflow. Each document you send out for e-signature can also be assigned to a contact, company, or territory. This is not limited to disclosing the FDD. Common contracts include:

• Confidentiality and Non-Disclosure Agreements
• Franchise Agreements
• Amendments and Addendums
• Customer and Vendor Contracts

Closing Thoughts: Map, Manage and Grow

Zors is a franchise mapping and management tool built by franchise people for franchise people. Features like integrated e-sign allow franchisors to responsibly manage their franchise system and avoid common pitfalls in legal compliance and document management.

Schedule a demo today!

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🛑 Disclaimer:
The information provided in this blog post is for general informational purposes only and is not legal advice or a substitute for consulting with a qualified attorney. Franchise law is complex and highly nuanced, governed by both federal regulations and varying state-specific laws. Proper legal guidance requires a detailed understanding of these rules as applied to your specific circumstances. You should not act—or refrain from acting—based on anything in this post. You should consult your franchise attorney for legal advice.