17
October

0 Comments | 0 Shares | Urdhva Tech | Tags: Suitecrm Integration SuiteCRM DocuSign SuiteCRM RightSignature eSignature

A deal is never closed without an electronic signature these days. Whether you need to sign campaign-related documents or close a deal with certain kinds of clients, an electronic signature solution is very important. In today’s business environment, digital signatures are used almost everywhere from NDAs, Quotes, Contracts or any business documents because they are considered to be highly secure. Many countries give the same legal importance and significance to e-signatures as they do to traditional ways of executing documents.

If you’re looking for the fastest way to get the contract and agreements to be signed with digital document signing technology to make sure your sales hit the ground running this year, you need more than just a signing document in different applications. Here we come with solutions that fully integrated digital signing solutions with a great Open source CRM, SuiteCRM

How SuiteCRM can be used for a business that requires legitimate signatures in the process

The Quote and Contract are some of the important things for any organization to get it legally signed by the customers and preserve it centralized. The eSignature solution not only fits best for Quote and Contracts module, but there can also be a possibility for an organization to send a Document from the local computer or a PDF template for SuiteCRM for the signature.

RightSignature and DocuSign are some of the most popular eSignature solutions available in the market. Fortunately, we have got them covered for you for SuiteCRM

Both RightSignature for SuiteCRM and DocuSign for SuiteCRM signing solutions make your time worth using the automation from templating, sending, updating and relate directly to SuiteCRM to keep records in lawful basis. This makes easy to route contracts/NDAs/Quotes/Documents to the people you choose, allowing decision-makers to review and approve within minutes.

SuiteCRM DocuSign integration

The SuiteCRM and DocuSign integration allows you to send the documents and templates for signature directly from CRM. Send your Contracts, NDAs, Agreements and have them signed by your customers online. Track all the documents sent for signature with the intutive DS-Activities Dashboard with gives the instant update as the document gets viewed or signed. The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects/Users/Quotes and Contracts.

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SuiteCRM Rightsignature integration

eSign - RightSignature a complete SuiteCRM and RightSignature integration which allows you to send the documents and templates for signature directly from CRM. Send your Contracts, NDAs, Agreements and have them signed by your customers online. Track all the documents sent for signature with the intuitive eSign-Activities Dashboard with gives the instant update as the document gets viewed or signed. The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects/Quotes and Contracts.

Learn More...


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