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E-signature

Get documents signed in minutes, wherever your customer is.

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dms.esign

What you gain

Print, sign, scan, send back: paper signatures slow down every deal. The E-signature module sends your quotes, contracts and documents for online signature, tracks their status and automatically files the signed version in the record.

  1. 01 Faster agreements Signing from a computer or a phone.
  2. 02 Legal validity Electronic signatures compliant with the European framework.
  3. 03 Automatic tracking Sent, viewed, signed or declined, in real time.
  4. 04 Effortless archiving Signed document and proof filed in the record.

Features

E-signature

01
Sending for signature

One click from the document.

Quotes, contracts, purchase orders or any document in the DMS can be sent for signature straight from the tool. Signature fields are placed automatically according to the template.

What it enables

  • From any document
  • Predefined signature fields
  • Personalised message
  • Automatic reminders
02
Real-time tracking

You know where every signature stands.

Every event (sent, viewed, signed, declined) updates the document and can move the deal forward. A single list brings together all signatures in progress.

What it enables

  • Real-time statuses
  • List of signatures in progress
  • Deals move forward automatically
  • Date and time of signature shown
03
Multiple signatories

Everyone signs in turn.

Add several signatories, with a signing order if needed: the customer first, then your management, for example. Your representative's signature can be added automatically.

What it enables

  • Multiple signatories
  • Signing order
  • Legal representative's signature
  • Internal and external signatories
04
Signature levels

The right level of security for every document.

Certified signatures for key contracts, simple signatures for everyday documents: you choose the right level, document by document.

What it enables

  • Simple electronic signature
  • Advanced signature with verification
  • Choice by document type
  • Compliant with the European framework
05
Archiving and proof

The signed version, right where it belongs.

The signed document and its certificate of proof are archived automatically in the record, available to authorised people.

What it enables

  • Automatic archiving
  • Certificate of proof
  • Linked to the quote and the order
  • Viewable from the customer portal

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Simple signatures for everyday documents, advanced signatures for major contracts, several signatories in a set order, your legal representative's signature added automatically: the flow adapts to your documents and your customers.

Integrations available

Compatible with the tools you already use.

Signature providers
  • SignWell
  • Yousign
  • DocuSign
Documents
  • PDF
  • CompanyMesh templates
Notifications
  • Email
  • SMS

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.quotesQuotes & sales proposalsPolished proposals, sent in minutes. dms.documentsDMS & media libraryEvery document found in seconds, and properly protected. erp.paymentsOnline paymentsYour customers pay in one click, your accounts update themselves.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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