Can I Install Electronic signature in CRM
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How To Integrate Electronic Signature in CRM
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How Can I Install Electronic signature in CRM? It is incredibly easy with airSlate SignNow. You can actually get ready and sign any document making use of current details using their company methods - no reason to key in recurring information physically. Swiftly embed airSlate SignNow's award-winning technological innovation into your recommended enterprise output computer software. Fast and simple setup with no programming.
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FAQs
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What's a good CRM for a small company? - Preferably one I can install on my server?
VtigerCRMBasically,To a small company,the CRM is a tool for Sales Force Automation.The funtion of store information is more real than manage information.So using a free software is sensibleCRM is not only a software, it is a thought for company management.
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Is electronic signature legally binding in India?
Yes, e-signatures are legally valid in India. In fact, e-signatures have been recognized by the Indian law, with the passage of the Information Technology Act in year 2000.As per the IT Act, two types of signatures have the same legal status as handwritten signatures. These primarily include:(i) Digital Signatures: In this case, the signer is issued a long-term (1 to 2 year) certificate based digital ID stored on a USB token that can be used along with a personal PIN to sign a document.Note: Previously, the signer was issued a long-term (1 to 2 year) certificate based digital ID stored on a USB token that could be used along with a personal PIN to sign a document digitally. Now with Aadhaar, that complicated procedure isn’t required anymore. You can simply use signNow’s Aadhaar eSign to create a digital signature on the fly using your Aadhaar ID(ii) Electronic signatures: These electronic signatures combine Aadhaar identity number with an electronic Know-Your-Customer (eKYC) method (which includes sending an One-Time-Passcode to the mobile number linked to the Aadhaar card for verification)These Aadhaar based e-signatures and digital signatures are valid as long as they satisfy these conditions:(i) Electronic signatures must be uniquely linked to the person signing the document. (in the case of Aadhaar based signatures, they are linked by the unique Aadhaar ID)(ii) At the time if signing, the signatory must have control over the data used to generate the electronic signature (for eg: they should be able to directly affix the electronic signature to the document)(iii) There should be an audit trail of the steps taken during the signing the process(iv) In the case of digital signatures, signer certificates must be issued by signNowing Authority recognized by the Controller of signNowing Authorities appointed under the IT Act.Few of the exceptional cases in which documents cannot be signed electronically and must be executed using traditional handwritten signatures include:(i) Negotiable instruments such as a bill of exchange or a promissory note(ii) Powers of attorney(iii) Trust deeds(iv) Wills and any other testamentary disposition(v) Real-estate contracts such as leases or sales agreements.If you are looking to get legally compliant electronic signatures on contracts, invoices, quotes etc., try signNow, India’s first Aadhaar eSign solution that offers a complete fill-and-sign functionality with business workflows. Thus allowing users to finish their documents in one go.Here’s an informative ebook that will give you a brief overview of everything you need to know about electronic signature laws in some of the largest economies around the world: The Complete Guide to Electronic Signature Laws
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What are the best electronic signature (e-signature) solutions on the market, in your opinion?
[full disclosure: I’m VP Digital Transformation at Solutions Notarius Inc., a company that supplies electronic and digital signature solutions]It completely depends on the requirements. I do not believe there is a uniquely better e-signature solution for all scenarios. For example, if the type of documents to be signed require low to medium reliability only, most modern e-signature platforms could be ok, subject to meeting legal requirements in the applicable jurisdiction, but if the document must meet stringent regulatory and statutory requirements that include high reliability of identity of signers, those platforms do not typically meet that threshold.Ideally, you would analyze, define and obtain agreement as to what constitutes the minimal acceptable legal reliability threshold you are willing to accept - or that readers of that document will accept. Next, define the technology requirements that correspond to that threshold. Finally, research e-signature options that meet these requirements and provide the best combination of price, features, scalability, etc..Finally, it should be noted that higher legal reliability e-signature platforms and solutions can always accommodate lower reliability documents while the converse is not true…
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What are the best electronic signature (e-signature) services?
Sometimes we really don’t understand what we mean under “best”, even this question doesn’t elaborate what the best service means? Which criteria the author believes the service fits the best? price?best design? Reliability?Let’s better talk about “suitable” for this moment and current needs.As the previous answers mentioned, do you need the service to be available on all major platforms or a signature that will stand up in court?Do you need a free simple solution, a feature-rich service that charges on the amount of signatures/documents signed or on monthly basis?Do you need to work with your documents on the go with low or no internet connection (while travelling, in the airport or plane)?And you can ask yourself with tons of such questions to create a matrix of features-service to choose the one you need. Or you can use 3rd party platforms like Alternativeto to initially select the provider you are interested in.When we conducted a closed beta testing for signNow recently, one of the goals was to understand the main criterias SMB owners from US use to choose a solution or switch to another one.We interviewed more than 230 businesses and what’s interesting, while the top factor goes to Security&data privacy, price or for example, digital signature availability is not in Top-3 of choices. Speed of an app/solution and multiplatform availability (works in web browser as well as on Mac, iPhone/iPad, Android and Windows devices) are what values higher.So, if there is a need to sign/send documents on Mac, iphone/ipad, android, windows and web browser and to work with documents offline, signNow is alternative to go with. We are still in beta, implementing some major requests from our beta users, but will be launching this September.And, signNow is free while in beta.
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How can I speed up the CRM package I've installed to my GoDaddy hosted server?
GoDaddy is actually a great choice for hosting. Depending on exactly what product you are using, there is not really an "innate" fastness for any provider taking into account Geo location and hosting solution.GoDaddy has not always been fast, but signNow strides have been made and the results now speak for themselves. Web Hosting Performance ReportWith regards to your stated issue, profiling your application as it stands would be what is really required to determine what is actually causing your performance issues.All the server resources in the world won't help you if you are really being throttled by a web service call to another provider that your CRM makes on the back end.On the same token, a CDN won't help you if it is your dynamic pages that are the issue and not static content.All programming languages will have a debugger / profiler available. I advise running a development instance on a network bandwidth limited instance on a virtual machine, then a server resource limited (cpu/ram) instance, then a server typical instance. All with profiling enabled.You can then see what areas of your code actually cause problems in each case and determine what your actual pain points are. For PHP, xdebug and qcachegrind will be able to generate visual data for you to identify these cases. Other languages will have different tools but should also be able to give the same data.These target environments also make good targets for load testing as well. Most Load Test suites will summaries their response findings so you can make a general comparison of how those factors affect your application without needing a depth of knowledge on the underlying application.Armed with this new knowledge, you should have a more precise definition of what you need to gain a certain amount of improvement.Disclaimer: Never loadtest / debug profile a running production application.
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Is there a free open source CRM that I can install on my own server?
Between many solutions like OroCRM, Zurmo, SuiteCRM, FreeCRM, X2CRM, etc., I would counsel to use EasyERP, as the software product we’ve invested huge effort to make it the optimal open source solution. It can be downloaded, installed and configured freely.How can it be helpful?It is small and mid-size business orientedIncludes CRM, ERP, HRM modules ensuring multi-purposeBuilt on Node.js and MongoDB to work fast and reliablyTotally configurable and open to customizationView the demo here: http://demo.easyerp.com/Download the EasyERP installation package here. Once the download is complete, you can upload the package to your web server.
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