A salesman is supposed to sell - talk to clients, get to know their needs, propose solutions, close deals, take care of clients. Anything that takes him away from that is wrong. Time spent sending documents back and forth, waiting for signatures and reminding them does no one any good. Neither does the cost of printing, scanning or archiving paper documents.

Benefits of electronic signing in business 

1. Increased performance of the sales network

2. Faster closing of deals

3. Reduced volume of lost business

4. Merchants focus on sales

5. Salesmen do not spend time on administration

Examples of documents to sign 

• Sales: purchase order, framework, purchase, lease, reservation, work, cooperation, price list, terms and conditions - GTC, confidentiality agreement - NDA, personal data processing - GDPR, declaration of origin of funds - AML, affidavit, power of attorney, code of ethics, etc.

• Service: statement of work, handover report, service report, vehicle handover report, home inspection, inspection, complaint, etc.

The area of electronic signing is regulated by the EU eIDAS directive, which significantly simplifies the conclusion of common commercial agreements outside the public administration.

How does it work

1. The system prepares the documents to be signed - uploading documents to be signed and/or entering supporting data.

2. The documents are sent to all signatories for digital signature.

3. The signed documents or data on the status and result of the signing are received back and the next steps can be automatically started "in reverse".

vtiger - we make CRM simple 

Vtiger helps businesses of all sizes realize a great customer experience with the benefit of a single view of the customer.

• A wide range of modules for marketing, sales, support
• Only what salespeople really need can be selected - so they don't get lost in the app and know where to find what
• Localization into different languages

Connecting to Signi 

The link will allow to fully automate processes involving legally provable consent of customers, suppliers, future employees with any documents in the online environment. Learn more about speeding up processes across industries and agendas.

An example of automating a business process by connecting vtiger and Signi.

Next steps 

• Contact Signi
• You can set up the Integromat connection yourself or get it from Dáváme, Kompass and other Integromat partners.