EuroSignatur

CRM eSignature Integration | Automate Contracts & NDAs

With our service, you can easily create and sign digital documents within various CRM solutions. Use customized word templates that include specific details about your clients, leads, and contacts. You can send a variety of documents, such as NDAs, offers, contracts, SEPA mandates, and more directly from your CRM. You can also set up automated reminders and update the sales stage once the document has been signed. Additionally, all documents will be logged in your accounts, opportunities, leads, and contacts for easy reference.

Main Characteristics:

• Salesforce Integration: Seamlessly create, send, and track contracts directly from Salesforce. Once signed, opportunity stages update automatically, triggering follow-up workflows and reminders for pending signatures.
• Automated Document Generation: Generate customized documents instantly from webforms, including NDAs, with conditional content such as paragraphs, tables, and images.
• Streamlined Signature Process: Clients receive documents for signature automatically, and signed copies are stored in your inbox and document archive for easy access.