DocuSign Integration with Vtiger - Speed Up the Approval Process
Posted: Mon Dec 23, 2024 5:18 am
Gone are the days of squabbling over paper contracts to get approvals, only to find out days later that a misplaced signature would invalidate the entire contract. With the new Vtiger Esign module, getting legally valid signatures, whether from a busy CEO in the office or a potential client across the country, is instant, easy, virtually foolproof, and can be initiated and signed from a desktop, laptop, or even a mobile device in just a few clicks. This translates into shorter sales cycles, fewer errors, and more throughput for other tasks.
All this is possible thanks to the integration of the Vtiger Esign module with Docusign, the world leader in digital transaction management. DocuSign transforms the entire contract and agreement process from paper documents, handwritten signatures and all the errors and mistakes that come with them, to digital documents, digital signatures and progress tracking with equally binding legal obligations.
The benefits of digital signatures can be illustrated in the taiwanese number following scenario: One of the largest contracts your sales team has closed this year is due tomorrow, and it was signed and left on your desk by a manager who has since left the office on a business trip. A few hours after he left, he is on a flight to Hanoi, and you just noticed that the key signature is missing. At this point, there is little that can be done. You have no choice but to contact all parties involved and notify them of the delay, then courier the document to and from him, hoping that your deal and your reputation are still pending.
With DocuSign, the story would be night and day. With digital signature tags and status tracking, it was nearly impossible for your boss to miss a signature. You send the completed contract ahead of schedule, the deal goes through, and you're hailed as a hero! Well, maybe not - when you get it right, people start expecting it from you all the time. But hey!
DocuSign also has many other benefits - it improves privacy through controlled access to documents, speeds up instant switching between contacts to get signatures, accessibility available on any digital device, and completion through signature tags and status tracking.
With the DocuSign and Vtiger integration , these benefits are available for documents in Vtiger. Uploaded documents or contracts, or purchase orders, quotes or invoices created directly in Vtiger can be in the approval process. Once the process is complete, documents can be sent to any Vtiger contact for immediate signature, with status tracking available to track progress. Once signed, the document is added to related deals, projects, organizations or contacts for future reference. You can find the Esign module along with over 20 other Vtiger modules in the Module Manager.
If you are interested in learning more about the Esign module, check out our Esign wiki page
All this is possible thanks to the integration of the Vtiger Esign module with Docusign, the world leader in digital transaction management. DocuSign transforms the entire contract and agreement process from paper documents, handwritten signatures and all the errors and mistakes that come with them, to digital documents, digital signatures and progress tracking with equally binding legal obligations.
The benefits of digital signatures can be illustrated in the taiwanese number following scenario: One of the largest contracts your sales team has closed this year is due tomorrow, and it was signed and left on your desk by a manager who has since left the office on a business trip. A few hours after he left, he is on a flight to Hanoi, and you just noticed that the key signature is missing. At this point, there is little that can be done. You have no choice but to contact all parties involved and notify them of the delay, then courier the document to and from him, hoping that your deal and your reputation are still pending.
With DocuSign, the story would be night and day. With digital signature tags and status tracking, it was nearly impossible for your boss to miss a signature. You send the completed contract ahead of schedule, the deal goes through, and you're hailed as a hero! Well, maybe not - when you get it right, people start expecting it from you all the time. But hey!
DocuSign also has many other benefits - it improves privacy through controlled access to documents, speeds up instant switching between contacts to get signatures, accessibility available on any digital device, and completion through signature tags and status tracking.
With the DocuSign and Vtiger integration , these benefits are available for documents in Vtiger. Uploaded documents or contracts, or purchase orders, quotes or invoices created directly in Vtiger can be in the approval process. Once the process is complete, documents can be sent to any Vtiger contact for immediate signature, with status tracking available to track progress. Once signed, the document is added to related deals, projects, organizations or contacts for future reference. You can find the Esign module along with over 20 other Vtiger modules in the Module Manager.
If you are interested in learning more about the Esign module, check out our Esign wiki page