Is anyone aware of an electronic document signature program for Sage CRM, similar to Adobe EchoSign for Salesforce.com?
General desired features: Capture signatures on several different documents; dealer contracts, new accounts, etc. Merge a customer’s information (name, address, title, etc.) into a document and send to customer for signature. Once the signature is captured, it is filed under the company in CRM for retrieval.
Superviser, CRM Professional Services, DM2 Software, Inc, 760-577-9748, firstname.lastname@example.org
I think Enbu has a solution for that. And think maybe Sellmore too.
I saw this video that might be of use www.youtube.com/watch
© The Sage Group plc 2019All Rights Reserved