With the majority of business being heavily remote, getting signatures from clients can be extremely headache-inducing. Especially when you need a sign-off to start or continue work.
With our custom integration of Sage CRM and DocuSign no matter the document, sales contracts and offer letters to account openings and invoices, your agreements can be signed with ease.
With DocuSign for Sage CRM integration, you have the ability to complete contracts, approvals, and other agreements in minutes rather than days and keep all the important data safe within your Sage CRM database.
Signing or getting signatures on a document is simple using DocuSign for Sage CRM. The “Sign” and “Get Signatures" actions are preconfigured, allowing you to easily send or sign a document stored in DocuSign for Sage CRM, pre-populated with appropriate recipient information.
DocuSign for Sage CRM provides an audit trail of edits and notifies every signer when a document is changed – giving your users visibility into the entire process.
Created with sales departments in mind, DocuSign for Sage CRM helps you close business faster. Route contracts to the people you choose, allowing decision-makers to review and approve contracts within minutes. Signed agreements are legally binding and backed by a court-admissible audit trail.
DocuSign for Sage CRM is a platform designed and built for flexibility. It can be configured and customized to integrate with most business processes.
With over 20 years of experience, Zainab has a wealth of knowledge in all areas of business technology. At BAASS, she is the CRM Practice Leader, working with clients and prospects to understand their unique business process. She is the architect and manages the implementation of small to large solutions in the CRM space. Zainab is a Sage CRM Certified Engineer and Microsoft Certified Technology Specialist (MCTS) with a Master's Degree in Statistics.