Agreements are everywhere, from sales contracts, real estate agreements, loan documents, offer letters and numerous other documents. Manual paper-based agreement processes reduce employee productivity, delay business outcomes and create legal and compliance risks. Companies need a modern way to transact business that is digital, reliable and safe. Combine these needs with the ability to integrate with data that already resides in X2CRM and X2DocSign provides a superior solution for electronic signature and document handling.
Here are a few of the features and benefits that X2DocSign delivers:
- Collect the details you need by automatically inserting fields from X2CRM into the document.
- Reduce agreement preparation time with reusable agreement templates.
- Flexible routing – route documents to multiple people in different sequences to meet your internal processes.
- Secure and compliant – A platform that lets you meet some of the most stringent security, privacy and data residency requirements.
- Sign from almost anywhere.
- Lawful and court admissible.
- Send documents to clients which they can enter data and be sent back and update X2CRM automatically.
“Today’s engagements must be frictionless to win loyalty from your customers.”