Health and Beauty:
- Signature on consultation form
- Signature for cosmetic procedure treatment
- Signature to confirm tint test has been carried out
- Policy renewal
- Insurance documentation
- Mortgage application
- Contract signature
- Confirmation of order to go ahead
Integrate e-Signature with your CRM
1. You need an 3rd party application i.e. Sign Easy that allows you to create your own personal forms, letters, documents that you want to have signed i.e. consultation form, legal form, contract, policy renewal etc click here to find out more by watching video.
2. How to set up on Sign Easy – watch the video https://play.google.com/store/apps/details?id=com.glykka.easysign&hl=en
3. The 3rd party application can have 2 options:
- Option 1. The ability to fill in the document details there and then when the client is present.
- Option 2. To email the document for the client to sign and then send back to you via email
How does it work?
1. The document is customised with client details i.e. name and address etc
2. The document is completed and then the client reads through it to check everything is correct before signing the document via a mobile or tablet device i.e. iPhone/iPad etc.
3. The document is then saved and a copy is emailed you the company.
4. That email is then forwarded to your CRM drop box account (please note that we set this up for you) to feed in the information straight into the history of a contact record.
If this is a new client when the document is forwarded a new contact record is created in the client’s name and it will then attach the document to the contact record history.
A time saving solution that works seamlessly from the 3rd party device to your CRM account.
Where documentation is signed giving authorisation or confirmation action has been taken. It can then be tracked for future reference as and when required. It is very important for legal reasons to ensure procedures are followed correctly but in a simple and fast way.
Cost: to set up the auto-feed into your CRM account is £150 + VAT
Please contact our Support Desk if you wish to add this service.