Attriqs Sign
Attriqs Sign connects e-signature to the deal rather than to a separate tool. You send a document for signature from the record it relates to, and the CRM tracks the envelope through to completion, so the state of the agreement is visible where the rest of the relationship lives. Nobody has to remember to go and check another system, and nobody has to update the deal by hand once it is signed.
What the Integration Does
Send a document for signature directly from a deal
Signature status tracked on the record as it changes
Signed documents tied to the relationship rather than a separate folder
No manual updating of the deal when a contract completes
What You Can Do With It
Closing a deal without leaving the CRM to chase a signature
Seeing at a glance which agreements are outstanding
Keeping executed contracts attached to the customer record
Ready to connect Attriqs Sign?
Talk to us about setting it up, and what you want the CRM to do once your data is flowing.