Enable electronic signature to the documents with DocuSign Integration.
Vtiger DocuSign integration enables sending PDF files to Contacts, Organizations, Vendors, or Leads, getting the document signed electronically and tracking them from the CRM.
DocuSign is an electronic signature service for documents or agreements that need to be signed by clients.
- Create documents in Vtiger and email them to the signee.
- Share documents from Vtiger to the concerned person.
- Track the status of documents sent for approval.
- Get notified when the signer signs the document.
- Documents sent for eSign are automatically linked to the contact or organization in Vtiger.
- Create eSign Documents from Contacts, Organizations, Events, Tasks, Documents, Quotes, Deals, and all Inventory modules.
- Controlled document access.
- Speed up your signing process, shorten the sales cycle, and close deals faster.
- Eliminate mailing delays.
- Avoid chances of losing documents in transit.
- Find the eSign documents easily in CRM from the linked records.
- Ensured confidentiality with access to the right people only.
- Reduce the manual work with document signing.
Available in these editions:
Help Desk Professional