Digital signatures are like electronic “fingerprints.” In the form of a coded message, the digital signature securely associates a signer with a document in a recorded transaction. Digital signatures use a standard, accepted format, called Public Key Infrastructure (PKI), to provide the highest levels of security and universal acceptance. They are a specific signature technology implementation of electronic signature (eSignature).

E-CRM eSignature has different types of sign and add to signature date, time and location.

E-CRM secure documents TREE:

  • Create new folders and files. 
  • Drag & drop files between folders
  • Copy, Cut and Paste files.
  • Add documents to tree using mobile devices, Document Webcam  or using drag & drop uploader.
  • Setting permission for each folder, depending of employee roles.
  • Auto add folders to customers account documents tree and employees documents tree
  • Shared documents between  employee for reviews, e-Signature , etc..
  • Edit document templates
  • Parse document template using customer and employee information
  • Send Documents to customers for review or e-signature via private secure server, no attachments.  You can use build-in email or SMS
  • Documents e-signature history 
  • Documents archive 
  • Documents preview, full view and download 
  • Convert document to PDF and PRINT
  • We use dedicated private server  to send document to customer




Document E-Signature

Create an e-sign template and send it to your customers via a secure link.

You can set 4 different types of e-signature

  • Sales person
  • Customer
  • Manager
  • Company Administrator