DocuSign Integration for Gold-Vision CRM

DocuSign eSignature handles the most demanding customer requirements, helping you to streamline your sales and project management efforts with a simple sign-off process and delivering an experience simple enough for anyone to adopt.

Everything in one place

Send and receive documents all from directly within your CRM and rest easy knowing that all of your customer documents are stored in one, easy-to-access location. From purchase agreements and NDA’s, to project and supply chain management, venue bookings, and catering orders – if it needs a signature, and you need to file it, the DocuSign integration can take care of it.

Be more efficient

Quickly set up templates with the Gold-Vision DocuSign integration. You can create, manage and send fully-branded PDFs to required signatories straight away from anywhere and to any device.

Simple to use

Remove the hassle of having to switch between multiple views and programs. Instead, enjoy at-a-glance document status overviews, and the ability to edit documents within your CRM before sending.

Secure document transfer

Send and receive documents with confidence. Your DocuSign integration is fully compliant with all of the latest legal, industry, and security requirements from around the world, such as using two-factor authentication to ensure only the right people have access to the documents you’re sending.

3 Key Benefits of our DocuSign Integration

• Efficiency – Gone are the days of waiting for customers to send back physically signed documents. DocuSign is safe, secure and quick – speeding up the sales process.
• Security – DocuSign is fully compliant with the latest legal, industry, and security standards across the globe.
• All within your CRM – Gold-Vision’s integration with DocuSign means that you have everything at your fingertips, with all of your files in one secure location.

Setting up the DocuSign Integration

You will need an DocuSign account, if you are new to DocuSign, contact our Support Team and we will setup an account for you. To Setup the DocuSign Integration simply follow the instruction on the Configuring DocuSign Integration page.