Integrate with Adobe Sign

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You’ve already set a great first impression – why stop there?

Streamline your sales and project management processes with a simple online sign-off process for all your important customer interactions and deliver a quality customer experience.

Gold-Vision’s Adobe Sign integration is easy to understand, simple to use – and means no more messy paperwork going unsigned or unfiled.

How It Works

Reduce the time taken to confirm orders/bookings and improve compliance with integrated document signing capabilities direct from your CRM.

  • No more chasing for signatures - Send and receive signed documents directly within Gold-Vision CRM, with simple status dashboard
     
  • Start straight away - Users can send documents for signing as soon as they have authenticated with their organisation’s Adobe Sign account
     
  • Minimal learning curve – Simple process even if you need to edit documents before sending

Make Contract Management Easy with eSignatures

Gold-Vision’s Adobe Sign eSignature integration allows you to set up templates, send and receive documents all from directly within your CRM, with no need to switch between programmes.

Access all of your customer documents in one place, from purchase agreements and NDAs, to project and supply chain management, venue bookings and catering orders – if it needs a signature, and you need to file it, the Adobe Sign integration can take care of it.  And in-built search functionality provides an at-a-glance overview of document status, making it easy to identify and manage outstanding contracts.

Interested in finding out more? Speak to an advisor today! GET IN TOUCH

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