Sometimes only because you forgot signatures, huge opportunities are missed. For example, you need a signature from the client at three different spots, but he or she missed one spot or the signature made by the client is not according to the standards, etc.  Imagine your firm is forming a partnership with another organization and you are acting as a representative of your firm. If you need a document to be signed by the other firm’s representative the normal procedures involve that you will send that document to your partner via traditional mail and get it signed or another option is to send him a fax and get a manual sign on the document. All these traditional methods take too much time, which can be invested in some other organizational building activities.

The solution to this problem is Electronic signing, this is a much-needed state of the art high-tech solution to all the problems regarding traditional signature problems. The concept behind electronic signing is very simple; all you have to do is send the document to the other party after marking the spots where the signature is required. The other party will sign the document using different options and the task will be completed. Electronic signing has changed the ways of doing business. In fact, firms offering electronic signature are expanding at a rapid rate and it is estimated that by the end of this decade the net worth of this industry will reach 5 billion dollars. This shows the real potential of this industry and importance of electronic singing for other businesses.

VTiger 7 Presenting DocuSign for Electronic Signing

VTiger 7 is a CRM which is famous because of the fact that it tries to cater all kind of needs of its huge and diverse customer base and is quite successful in doing so. So, in the field of e-singing, VTiger 7 proved that they leave no stone unturned and provide one of the best solutions available in the market to its valued customers. VTiger 7 and DocuSign partnership is an example of this approach. I have already introduced you with the DocuSign including the functionality of the software and how good this platform is in doing its job. Today I will describe an example to illustrate how DocuSign can help you in achieving greatness by assisting you in getting documents signed within no time with ease and efficiency.

Example

Let’s continue with the example I stated at the start of this article regarding getting the document signed from another organization in order to form a partnership. Now, consider the same scenario, but using the lens of DocuSign. In current scenario you are using DocuSign to get documents signed from your partners, all you need is to send them the document in any popular document format like PDF, Word etc. Just make sure to mark the spots where the signature is needed, once the other party will open the document they will automatically notify about the places at which signature is required. Even if they miss a spot the software will alert them about the missing sign and will be considered complete only if all the spots are signed using DocuSign.

Now come towards the time span required to complete the whole process, let us assume both the parties are readily available to complete the task. In traditional methods, the fastest process is using fax method which at least requires a time span of a couple of hours to be completed fully. Now come towards DocuSign, the time required to mark the spots to be signed take approx. 5 minutes, sending and receiving documents through maximum takes a time span of 5 minutes. Electronically signing the document using DocuSign takes 5 minutes approx. and again sending and receiving mail takes 5 minutes maximum. So, the total time required in completing the whole process is 20 minutes at most, while another advantage of using it over fax is high-quality document output.

Proposal and Document Designer for VTiger Extension also contains E-sign functionality along with dozens of other features.

Insights regarding usage of VTiger 7 CRM and DocuSign Integration

This combination is very useful without a doubt and speeds up your business operations quite significantly. Now I will tell you about few things regarding which you should stay cautious and handle them with great care.

• First of all, do not assume electronic signing as digital signing, both of them are two different things and works using totally different principles. It is a very common mistake that people mix electronic signing with digital signing and DocuSign is Electronic signing software.
• DocuSign is compatible and offered only three versions of VTiger 7 CRM. The names of these versions of VTiger 7 CRM are Sales Professional, Support Professional, and Ultimate Edition.
• DocuSign login is required before you start using it via VTiger 7 CRM
• Prior to usage of DocuSign to get documents electronically signed, you have to configure DocuSign via VTiger 7 CRM. (Regarding configuration of DocuSign in VTiger 7 CRM another article is available)

This combination is the need of the hour, which can not only enhance your business operations but also provide a better experience to your clients in terms of document signing. So, do not waste any further time and incorporate this combo in your business.

Learn more about how to integrate and benefit VTiger and DocuSign in this article.