Streamline Document Signing with SuiteCRM and RightSignature Integration
In business, efficiency and reliability are paramount, especially when it comes to document management and client agreements. Empower your processes with the seamless integration of SuiteCRM and RightSignature, designed to streamline your document signing operations.
Effortless CRM and RightSignature Synchronization
eSign-RightSignature offers a comprehensive integration, allowing you to send documents and templates for signature directly from SuiteCRM. Whether it’s Contracts, NDAs, or Agreements, have them signed online by your customers with minimal hassle. The process is straightforward: upload a Word or PDF file, or use a document from SuiteCRM, specify the signers, and send. RightSignature guides signers smoothly through the signing process, accessible via mobile devices like iPhones or iPads.
Monitor Your Document Flow Seamlessly
Keep track of your documents and their status with the eSign-Activities Dashboard. As soon as a document is viewed or signed, you receive instantaneous updates, ensuring you’re always in the loop. The integration extends to the Accounts, Contacts, Leads, Prospects, Quotes, and Contracts modules of SuiteCRM, making it incredibly versatile.
Integrate with Your Favorite Workplace Apps
The SuiteCRM integration doesn’t stop at RightSignature. Utilize Glances to connect SuiteCRM with all your preferred workplace apps, serving as your central hub for real-time customer insights and managing personal tasks efficiently.
Adding Signature Fields Made Easy
Customize how you manage signatures within SuiteCRM by adding signature fields on any Studio-enabled module, whether base or custom. Capture signatures directly in records, and conveniently print them on PDF templates. This feature extends the flexibility and utility of your CRM system.
Experience the Future of Document Management Today
Step into a future of streamlined operations with the powerful combination of SuiteCRM and RightSignature. Optimize your workflow, enhance your contract handling, and ensure each handshake turns into a legally binding signature with ease and precision.
For a demonstration of eSign-RightSignature or to learn more, visit the SuiteCRM Store and revolutionize how you handle documents today.