Enhance Your SuiteCRM Experience with the Efficient eSignature Plugin
Managing documents and ensuring that they are authentically signed can be overwhelming. With the advent of electronic signatures, businesses can manage documents more effectively. SuiteCRM’s eSignature plugin, developed by Brainvire Infotech Pvt. Ltd, offers an effortless method to embed electronic signatures without needing external signing software.
The Power of Electronic Signatures in SuiteCRM
The SuiteCRM eSignature plugin simplifies the entire signing process by allowing the integration of electronic signature capture directly into SuiteCRM. Whether it’s signing Quotes, Contracts or any other documents, this feature ensures the signing process is smooth and binding.
Imagine your user or customer has signed a document; you can view the progress at any point, ensuring transparency and completion at all times. Here is a quick example of how it works on Quotes:
- Document signed by the user.
- Document signed by both the customer and the user.
Need more information? Check out our complete Documentation to learn more about how the process works.
The Simplest Way to Work™
Glances acts as your central hub, integrating SuiteCRM with your favorite workplace applications. This integration provides real-time customer insights and assists with personal tasks management. It is designed to elevate productivity by delivering relevant information across your workspace apps.
Integrate, Sign, and Secure
The SuiteCRM Signature Field Plugin is user-friendly, allowing you to add signature fields directly from the SuiteCRM Studio. This functionality lets your prospects review, agree to, and sign records seamlessly. The flexible design allows the integration of signature fields into any Studio-enabled modules (both base and custom) and enables you to print signed documents using PDF templates.
A complete SuiteCRM and Docusign integration enhances efficiency by pulling essential data from SuiteCRM modules such as Account, Contact, Lead, Prospect, User, Quote, and Contract. Simplifying sending documents for signature directly through SuiteCRM, and ensuring signed documents’ fields are synchronized back to SuiteCRM.
Your Queries and Demos
For those who have purchased this add-on and require support, it’s advisable to create a support case for assistance. If you’re interested in seeing how this solution can address your needs, you can request a demo.
Transform the way you manage your customer documents and signatures in SuiteCRM today!