Using Vtiger's Signature field, sales reps can directly capture customer signatures from an electronic device, capturing them instantly in the CRM. This not only saves time but also ensures that all records are updated in real-time.
Let's dive into it.
The Signature field in Vtiger CRM is a custom field that allows users to capture digital signatures directly within CRM. Unlike traditional e-signature integrations that require you to rely on external services, the Signature field is a native feature embedded within the CRM platform.
What are the essential features of Vtiger Signature field
The Signature field offers a variety of functions tailored to suit different business requirements. They are:
Custom Fields
The Signature field is a custom field that can be added to many CRM europe cell phone number list modules such as Orders, Purchase Orders, Invoices, and Quotes. This flexibility allows you to meet different operational needs.
One of the best features of Signature Field is its ability to work across multiple devices such as laptops, tablets, and smartphones. This is especially beneficial for sales professionals or technicians who work on the field.
Field agents can also use the Field Sales App to get the most out of the Signature field. Try our Field Sales App today!
Seamless electronic sign captureAdding a Signature field to the module will add a Canvas where the signature can be recorded.
Customers can sign in on Canvas and the CRM will automatically capture their signatures. The collected signatures are saved as PDFs in the CRM for easy access for further reference. It is a user-friendly solution for businesses of all sizes.
Security Measures for Phone Number Databases
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