Emerging business trends involve a lot of travel, in fact, there are jobs which specifically require working from the remote areas. So much hassle can cause a lot of problems which can lead to different kinds of further hurdles. Those problems range from poor customer service to forgetting some important paper on your desk while you are at a remote place.
For example, a sales rep made a visit to a potential client at another city and recorded all of his credentials, but when he reached his office and started to brief his superiors about the new client, he noticed that his client missed one signature out of six on the contract that was made between the firm and the customer. Well, should he go back to his client and get the signature? Or he should ask his customer to e-sign the softcopy of the papers? Obviously later is the choice with which all of you are going to agree.
“E-Sign” the New Emerging Trend
The purpose of using CRM is to automate the tasks and it belongs to the virtual world. Printing out a hard copy of a document only because of the reason you want to get it signed? When is the world moving so far ahead? Is an absurd approach, why not use e-sign when it can fulfill your requirements. It will not only save your time and money, but will also save you from a lot of trouble. For this purpose, some online platforms provide the service of e-signing. One of them is DocuSign, a true savior.
E-Signing with DocuSign and CRM
If we look at the functionality if CRM they must incorporate some kind of e-signing service, but that is not the case. Mostly CRM just sticks to the basic tasks and restrain themselves in the conventional definition of the CRM. Well, this is not the case with VTiger 7 CRM, it always tries to remain ahead of its competitors and is quite successful in this regard. VTiger 7 understands the real life business situations and problems that can hinder the performance of workforce. So, it offers an easy yet very readable solution for the e-signing problems. It allows integration of DocuSign in your CRM so you can get signatures from your customers, superiors, partners, etc. without worrying about the locations, distance, and time zones.
What is DocuSign?
Here I will tell you about DocuSign and address some of the most repeatedly asked questions regarding it.
It is a global standard for digital transaction management, the purpose it serves is to provide e-signing facility to the individuals, business firms related to any kind of industry and business. It saves your valuable time and saves you from the hassle of paper-based signing.
DocuSign Support for Documents
DocuSign supports a vast range of formats like .doc, .docx, .pdf, .xls, .xlsx, .txt and many more.
How does DocuSign Work?
The working of DocuSign consists of three different stages and involves both person and corporation who are signing the paper and the individual or firm which is acting as the counterpart. Let’s have a look at those 3 stages:
- Send: In this step, the document is prepared and sent for the signing. Firstly, the document is uploaded to any of the well-reputed file hosting service. Then specify the person or firm whose signature is required. Finally, place the DocuSign tags where a signature is required. This can be done just by dragging and dropping the DocuSign tags onto the appropriate positions in the document. Afterward, DocuSign will email the document to all the recipients
- Sign: The next phase is signing phase, the recipient will receive the email and open it on any device which supports the internet (for example, mobile phones, laptop, iPad, tablet etc.). DocuSign will guide you throughout the process of signing like it will highlight the spots where a sign of the user is required. DocuSign makes your signature legally authentic and can be used in a lot of different places and situations without compromising privacy. After singing all the required fields just click on the finish button.
- Manage: DocuSign provides the tool for tracking your document one you have sent it after singing. It also saves a copy of the document that is signed through DocuSign, so if some mishap happens, you have another copy of the document at your rescue.
Combining the power of VTiger 7 CRM with DocuSign open new windows of opportunities for your business, it is a combo which can accelerate the performance of any business in a positive manner.
Why does VTiger 7 choose DocuSign for E-sign Module?
There are also a number of different platforms which can fulfill the job that is done by DocuSign, but the reason VTiger 7 chose DocuSign are very legit and convincing
Security: more than 100 different such software offer e-signing services. But, DocuSign is the most secure and its reputation in the market is a sign of its reliability. We take your privacy seriously and make sure that it cannot be compromised in any situation and collaborating with DocuSign is its evidence.
Compatibility: Secondly, DocuSign offers compatibility to the most number of different platforms in the field of e-signing.
Price: DocuSign offers its services at very reasonable charges and VTiger 7 do not want to overburden its valuable clients financially.
VTiger 7 and DocuSign a combinations of solutions you need for your business firm. DocuSign has revolutionized the practice of e-signing the documents now it is your turn to revolutionize your business using it.