Have you ever thought about adding an electronic signature option to your CRM? Integrating e-signatures into a CRM system like Vtiger CRM can make the process more efficient. Vtiger already implements this functionality by syncing with external applications like DocuSign and Zoho Sign .
Now, imagine being able to capture signatures
directly in your CRM, without the need for additional installations or complicated workflows. That’s what the Signature field in Vtiger CRM does for your business.
Let me define the signature field with senegal phone number data a use case for better understanding:
For example, a sales agent visits a customer’s office to finalize a contract. The traditional method involves printing the contract record, receiving the customer’s signature, and then manually updating it to the CRM system.
Using Vtiger’s signature field, sales reps can increased mobile sales collect customers’ signatures directly from electronic devices and record them instantly in the CRM. This not only saves time, but also ensures that all records are updated in real time.
Let’s dig a little deeper.
Vtiger Signature Field: Easily create digital signatures
The Signature field in Vtiger CRM is a custom field that allows users to digitally sign directly in the CRM. Unlike traditional e-signature integrations that rely on external services, the Signature field is a native feature embedded in the CRM platform.
What is the basic functionality of Vtiger Signature Field
The Signature field provides a range of features tailored to various business needs. They are:
Custom Fields
The Signature field is a custom field that can b to c database be added to multiple CRM modules such as Sales Orders, Purchase Orders, Invoices, and Quotes. This flexibility enables you to meet different operational needs.
Multi-device compatibility
One of the best features of the signature bar is its ability to be used on multiple devices such as laptops, tablets, and smartphones. This is especially beneficial for sales professionals or technicians working in the field.
Field agents can also take full advantage of signature fields with the Field Sales App. Try our Field Sales App !
Seamless electronic signature capture
Customers can sign on Canvas and the CRM will automatically capture the signature. This is a user-friendly solution for businesses of all sizes.
