What is SignatureManager?
SignatureManager offers an easy and secure way to sign documents legally and electronically.
The integration will help you reduce the sales cycle, by speeding up management and signature processes.
What does SignatureManager offer?
SignatureManager not only facilitates the signing of documents and contracts but also offers a way to impress your clients, reducing costs by avoiding the unnecessary printing of documents and centralizing all documents. You can also send and sign documents from any device without having to install any additional application.
What are the available SignatureManager plans?
The use of SignatureManager has an additional cost, with several contracting options split into various plans. If you are interested in this Add-on, please feel free to get in touch with your Customer Success Manager or send an email to email@example.com. Our team will analyze your needs and will offer you the best plan that suits them.
How to integrate SignatureManager?
This integration can only be carried out by the admin of the account. To do this, admins must log into their profile and access the ‘Integrations’ option from ‘Settings.’ The ‘Signaturit’ section contains all the available plans.
How does SignatureManager work?
Once the integration is complete, you will be able to sign and validate all reports and/or documents (PDF/.doc format) within the ‘Accounts’ and ‘Orders’ menu.
Step by step
To do this, click the account or order that contains the document you want to sign.
When you click on the document, you’ll see the option to sign it.
A pop-up window will appear so you can add data related to the person/people signing. E.g. information (subject, email body), name and email address. You must also state if the signature will be made in the application or if it will be sent by email.
The email sent to those signing will have a direct link to open the document and sign it.
Once you’ve opened the link:
- Go over the document and click “Sign” if it’s all OK.
- Press where you want the signature to be placed.
- Sign the screen from your device.
- Click send to finish the process.
From ForceManager, you can track the process and see who’s signed and who’s yet to sign.
How does SignatureManager work from the mobile app?
|You can also manage and sign documents and reports linked to your accounts or orders from the mobile app.|