Monday 3rd September 2018 saw the release of the v7.1.11 Gold-Vision CRM update and with it, the latest in a growing number of integrations: Adobe Sign.

Key feature: document eSignatures (Adobe Sign integration)

Customers have had the ability to manage documents within Gold-Vision for many years, but with the new Adobe Sign integration, customers with an Adobe Sign account can set up templates and send/receive signed documents all from directly within their CRM – with no need to switch between programmes.

What is Adobe Sign?

An Adobe Document Cloud solution, Adobe Sign is a cloud-based, enterprise-class eSignature service that lets you replace paper and ink signature processes with fully automated electronic signature workflows. Recipients can electronically sign documents by typing, drawing or uploading an image of their signature.

Free to use, our Adobe Sign Integration allows users to create, manage and send fully-branded PDFs to relevant signatories electronically, directly within Gold-Vision:

  • Create template document templates (e.g. sales quotes, training, Event bookings)
  • Send documents from any item in Gold-Vision that has the Word icon
  • Store eSigndocuments automatically against the relevant record
  • View the status of all eSignDocumentson a simple list

As ‘Microsoft’s preferred e-signature solution’, Adobe Sign works seamlessly with Gold-Vision’s Office 365 Integration.

Find out more

v7.1.11 is available to download now via the Gold-Vision Admin Console.

We’ve added details on how to get started with the new integration to the Gold-Vision Help Site. A new customer webinar on How to Create and Manage Templates and eSign Documents in Gold-Vision that talks through how to use the new eSign features also starts this month.

Not currently an Adobe Sign customer? Sign up for a free trial here.

Coming soon to Gold-Vision CRM…

Next up on our release cycle, we’re making some final updates to version 7 in preparation for the move across to version 8, which itself comes complete with a whole host of new features, functionality and further integrations, including Microsoft Dynamics NAV, QuickBooks, and Xero planned for the next few months.  

Follow us on Twitter/LinkedIn to be among the first to hear all our latest updates.

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