Proposal & Document Designer is the ultimate sales tool for document automation. We extend the power of your CRM and give you everything you need to turn your leads into clients and close deals faster.
No need to switch between word processors, CPQ tools, e-signing apps, and your inbox. Proposal & Document Designer for VTiger lets you create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow all the while.
How to Enable Digital Signature
- In Document Designer Add a Signature Field.
- When the signature element is first added, it defaults to be “Signed by the recipient”. In most cases this is what we want, meaning that once you send the document, the recipient will be able to click on the signature icon and place the signature.
- You can also pre-set signature by clicking on the gear icon and drawing the signature. If you do that, your drawn signature will show up and the recipient will not be able to sign, since you already signed.
Use “Replace Signature Button” checkbox to set it be to normal (where recipient will be able to sign it)
You can add multiple signature pads on the document e.g one can be for your drawn signature and another for recipient to sign.
- Once the document is sent, the recipient will then be able to click on the signature icon OR on the green button (default is Accept) and the signature pad will popup. Signed document will then be stored in VTiger under “Signed Documents”.
For further help, contact us on h[email protected]. We’ll be glad to be of service.