Gone are the days of couriering around paper contracts for approvals, only to discover days later that a misplaced signature voids the entire contract. With Vtiger’s new Esign module, obtaining legally valid signatures, whether from a busy CEO across the office, or a potential customer across the country, is instant, easy, virtually foolproof, and can be initiated and signed from a desktop, laptop, or even mobile device in just a few clicks. This leads to shorter sales cycles, fewer mistakes, and increased bandwidth for other tasks.
The Vtiger Esign module’s integration with Docusign, the world’s leader in digital transaction management, makes all of this possible. DocuSign transforms the entire contracts and agreements process from paper documents, handwritten signatures, and all the time consumption and mistakes that accompany them, to digital documents, digital signatures, and progress tracking with equally binding legal obligations.
The advantages of digital signatures can be illustrated in the following scenario: one of the biggest contracts your sales team has brought in this year is expected to be complete by tomorrow, and has been signed and left on your desk by a manager who has since left the office on a business trip. Hours after his departure, he’s on a flight to Hanoi and you just notice a key signature is missing. At this point there’s little that can be done. You have no choice but to contact all involved parties and notify them of a delay, and then to courier the document to and from him hoping that your deal, and your reputation are still on the board.
With DocuSign, this story would have been as different as night and day. With digital signature tags and status tracking, it would have been virtually impossible for your manager to miss the signature. You submit the completed contract ahead of schedule, the deal goes through, and you’re hailed as a hero! Well, maybe not – when you get everything right all the time people start to expect that from you. But hey!
DocuSign also counts numerous other benefits – it improves confidentiality through controlled document access, speed through instant transfer between contacts to obtain signatures, accessibility by being available on any digital device, and completion through signature tags and status tracking.
With the DocuSign and Vtiger integration, these benefits become available to documents in Vtiger. Uploaded documents or contracts, or purchase orders, quotes or invoices created directly in Vtiger, can be into the approvals process. Once in the process, documents can be sent to any Vtiger contact for immediate signature, with status tracking available to see progress. Once a document has been signed, it is appended to related deals, projects, organizations, or contacts for future reference. You can find the Esign module alongside Vtiger’s more than 20 other modules in the module manager.
If you’re interested in learning more about the Esign module, check out our Esign wiki page
