Urdhva Tech

eSign-RightSignature

  • RightSignature SuiteCRM send document
  • RightSignature SuiteCRM agreement
  • RightSignature SuiteCRM listview
  • RightSignature SuiteCRM Quote
  • RightSignature SuiteCRM Dashlet

eSign-RightSignature

RightSignature is an easy and fast way to get documents signed. The process is simple: send the document and sign it with mobile signatures, typed signatures, handwritten mouse signatures and more. Upload a Word or PDF file or select a document from SuiteCRM. Then, provide the names and emails of signers. Customize the data collection fields and send an email to all parties. Signers are guided how to sign and they can do it using their iPhone or iPad. Thus, you can create a legally binding contract and safely store it in your archive.

eSign - RightSignature a complete SuiteCRM and RightSignature integration which allows you to send the documents and templates for signature directly from CRM. Send your Contracts, NDAs, Agreements and have them signed by your customers online.

Track all the documents sent for signature with the intuitive eSign-Activities Dashboard with gives the instant update as the document gets viewed or signed.

The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects/Quotes and Contracts.

 

A complete SuiteCRM and RightSignature integration

Documents & PDF Template for signature

Send documents and PDFs from your system, choose PDF Templates from RightSignature allows you to get the Merge fields and Roles populated to fill right before sending the template for signature. Use SuiteCRM PDF templates with signature box placeholder for signature.

Realtime Updates

Get the instant updates of the documents sent for signature, Get all the activities logged in CRM and shown directly on your RS Activities dashlet. Get realtime updates as signers view and sign the document. The eSign-Rightsignature Chart dashlet lets you view at a glance the documents in its various stages (Sent for signature / Signed)

CRM Modules supported

The eSign RightSignature and SuiteCRM integration allows documents to be sent out to Accounts, Contacts, Leads, Prospects, Quotes & Contracts modules. The signed documents gets saved as an Notes attachment, which is related to eSign-Rightsignature module.

Track Documents

Track the documents sent for signature from its inception till it gets signed. The eSign-Rightsignature module saves all the necessary information for the document that is sent out for signature. The eSign-Rightsignature records also gets assigned to the CRM modules (Account/Contact/Lead/Prospect/Quotes & Contracts) to whom the document was addressed. Beneath all the supported modules the eSign-Righsignature subpanel would be shown, for better reference and quick accessibiliy.

RightSignature Benefits & Features

  •  Boost the efficiency of your business and save the environment

  •  Provide a professional approach to the process of document execution

  •  Embed interactive signature into your documents

  •  Reduce your execution time to just minutes

  •  Store all the signed documents in a single, safe location

  •  Track your signers’ progress in real time

  •  Boost your organization’s legal security with court-admissible SHA-1 digital fingerprints, SSL data encryption, and audit logs

Supports Original RightSignature(Old API) and New RightSignature(New API)

Supports old and new version of RightSignature
Download PDF
Get it for SuiteCRM RightSignature integration from SuiteCRM Store