Our CRM software allows you to submit your applications and paperwork to your clients for electronic signatures within the leads, merchant account boarding, and merchant cash advance system. Choose recipients, choose documents, and then submit the documents using one of the following electronic signature providers:
- Right Signature
- Adobe EchoSign
When you submit documents to your customers within the CRM using the electronic signature provider, your clients will receive an email directly from the electronic signature provider. Once they sign electronically, the CRM will receive information back informing you the signature process has been completed and allow you to view the envelope and documents with signatures.
Upload your document
Simply upload a Microsoft Word, PDF, or other common document format from your computer or from popular file- sharing sites like Box, Dropbox, Google Drive, and OneDrive.
Indicate who needs to sign
Add the names and email addresses of your signers and other recipients, and even specify the order in which they should sign.
Place tags and send
Drag and drop DocuSign tags to indicate where you need a signature, initial, or date. You can also add standard or custom fields for signers to fill in. Then click Send. DocuSign emails a link to each recipient which they can use to access the document. Once the document is complete, it’s stored securely for easy retrieval.