Help Me With Integrate eSignature in CRM

KiSSFLOW is one of the best approval workflow software for the following reasons:You can create any approval workflow such as invoice approval, purchase order or purchase requisition approval in just 15 minutes.Creating an approval workflow just comprises of 3 steps which are as follows:Step 1. Create a form to capture all the data that is required for the audit trail process, with the help of a simple drag-and-drop interface. You can include fields of any type like number, date, text, checkbox, attachments, currency etc. Below given is the form designing wizard of KiSSFLOW.P.S. KiSSFLOW provides 14+ customizable field types.Step 2. Set actions - Create a workflow : You can create tailor made workflows to set action items for each step, with simple business steps and without having to use or learn any complex notations to depict the steps in the process.Step 3. Add stakeholders - Assign each step to the respective stakeholder and include them as a part of the workflow.KiSSFLOW enables one-click approval by integrating with the users’ inbox.You can also set conditions, based on which, the item can be approved. For instance, you can define a condition, which states that your invoice has to be approved by your VP if the amount is greater than $10000. (Condition-based approval).You can also set field-level permissions. For example, you may not want someone from the sales team to edit the amount field in your invoice and you may set it as read-only field for them.Approval workflow is KiSSFLOW’s sweet spot.10,000+ enterprises and SMBs use KiSSFLOW for their approval workflows.I work for KiSSFLOW ;)Besides the above-mentioned reasons, KiSSFLOW has the top 10 features which every approval workflow software must have, which are as follows:1. Graphical representation of business steps2. WYSIWYG Form Designer3. Role-based accessibility4. User reassignment5. Report generation6. Cloud omnipresence7. Document integration8. SLA indication9. Workflow pattern flexibility10. Email notificationFind the snapshots of KiSSFLOW’s UI below:Highlights:With KiSSFLOW, you can also assign tasks, send email notifications, seek clarity (if there’s some ambiguity in the process) and capture the entire process from the beginning till the end. The admin of each process also has access to the history of every workflow in a process.The advanced reporting feature enables you to analyze each process, figure out the bottlenecks and thereby improve the efficiency of the process in terms of speed and accuracy.Convinced? Not yet? Either way, try KiSSFLOW and then decide it yourself.

We are using qmsWrapper and I highly recommend it.The best practice shows that companies are benefiting the most out of software, where QMS is sewn into the fabric of workflows.Using simplified workflow forms even the new, inexperienced employees can avoid making certain costly mistakes, the software can help ensure that employees cannot bypass established procedures.qmsWrapper electronic Approval Workflow feature is designed to support business requirements for efficient reviews and help you automate your business processes, keeping compliance on track.qmsWrapper approval workflows assign tasks, send notifications, track participants, and creates a record of the entire process.You can provide stakeholders with a link to the workflow history for the document, which shows who approved or rejected a document, or who failed to complete their workflow task.Approval workflow processes are divided in 3 main groups:Document ApprovalWorkflowsDocument Review Workflows andIssue Approval Workflows.All of them are flexible, and modifiable, you can choose to send the items for sequential or joined approvals:Sequential approvals are sending files to several users but with certain order (after one user approves, the next will receive the document for approval). This method is useful for multilevel approvals in organization structure. (For example: first, the unit manager approves ordering of something, then procurement approves it, and lastly the CEO approves the document, all attached in one step).Joined approvals are sending documents for approval to a group of users (One document will be sent to several users at the same time, and it will be approved only when all of them approve it).Or both combined…The workflow automates, streamlines, and standardizes the whole process:Predefined approval workflowsEditable workflowsAutomatic notificationsData SafetyA Review workflowApproval Workflow History RecordsTransparencyTrack ApprovalsFast and EfficientLess work for youqmsWrapper workflows are ranging from a simple submit-and-close, to multi-tiered approval or review flows, here’s a diagram of two very simple versions:

There are several freely available tools to start with and from which you later can upgrade to subscription models (or stay on “free):Flokzu, letting your business grow. A complete online Business Process Management Suite to design and run all your workflows.Student version of Arena from Rockwell software for workflow visualization and simulation: Discrete Event Simulation Software | Manufacturing, Supply Chain & Healthcare Simulation Software | Arena SimulationKnowledge wise there are always special offers and often also free chapters on workflow, Business Process Management and Adaptive C...

You may want to consider WorkflowGen. Its easy-to-use integrated workflow and form designers let process designers create workflows that can include many actors with great flexibility, and allow for a high degree of customization. It keeps a detailed request history and stores data that you can use for audit trail purposes, and you can easily configure custom reports and charts.Processes can be easily defined using its easy-to-use integrated workflow and form designers. For example, a simple leave application might look like this in the graphical workflow designer:So setting up a workflow, even with multiple approvers, would be pretty easy as well. The WYSIWYG form designer lets you professional-looking create forms with textboxes, radio buttons, drop-down lists, gridviews, and so on.Documents and forms can be routed to other approvers or sent back to the originator for modifications, and can be stored in predefined folders as configured in the workflow, so nothing gets lost. Users can modify the documents and forms, leave comments, set deadlines and easily track the status of approvals and other requests.Email notifications keep users up-to-date over the entire course of the workflow, and you can configure not only overdue notifications but pre-overdue notifications, since it's obviously better to be notified before an action is late than after. If someone is on vacation or off sick, their approvals can quickly be reassigned to someone else.WorkflowGen's Quick Mass Approval feature lets you perform quickly perform validations all at once. You can access documents and forms from this screen, since you can open the request form and access any attachments, read comments and consult request information.The User Portal is simple to use, and WorkflowGen's Dashboard feature lets users track the status of their approvals in real time at every stage of the process. The Dashboard can also be used with Quick Mass Approval, so everything you have to approve is available at a glance, and refreshes every time you return to or reload the Portal home page.WorkflowGen's mobile app lets users perform approvals and access the document and forms from anywhere and on any device. This can eliminate bottlenecks and delays in the approval circuit, such as when someone's waiting on an urgent document to approve but has to leave the office. The Remote Approval feature lets users validate documents by replying to or clicking a button in an email.And of course, as a BPM solution, WorkflowGen lets you set rules, such as triggering additional required signatures on a specific document or form based on certain information. For this you could use the document's metadata (which can be updated dynamically over the course of the process) as workflow data for the rule.Hope this helps.Cheers.

In one of our blog articles, we published the best workflow tools. I’ve added some of these tools below:PROJECT WORKFLOW MANAGEMENTFILESTAGEFilestage is a unique workflow management platform that allows team members to collaborate on digital content entirely online. No installation is necessary, and clients can provide feedback without the need to register an account.Designed with the creative team in mind, Filestage is the perfect choice for marketing agencies, corporate marketing teams, and collaborative content creators of all kinds. As you share content online, collaborators can provide visual feedback and comments directly to the target product.Filestage keeps a record of all product versions and comments, and it goes where you go, no matter if you’re working on a PC, tablet, or smartphone.ACCELOAccelo is a cloud-based operations automation system that allows team members to collaborate in one place from project start to finish. With this system, you can integrate with a myriad of other platforms to include Microsoft Office, PayPal, Quickbooks, Airtable, and many others.Use Accelo to sync your email and calendars so that you can keep tabs on all client work in one central location. Other features include the ability to convert quotes into projects, tracking timesheets for full visibility into employee production, and service and retainers to maintain high process quality.ASANAWork management platform, Asana, is a comprehensive system that allows team members to track goals, tasks, projects, in a highly organized fashion. Through Asana’s colorful visual organization design, with just a quick glance, all team members can see exactly what each person is tasked with when those tasks are due, what the big goals are, and a well-defined path on how to achieve those goals. The timeline feature allows clear visibility into how projects are progressing towards the end goal. Project managers can organize various projects the way they see fit and prioritize tasks within each project.AVAZAAvaza is a comprehensive project management solution that allows all team members to collaborate on projects and tasks together. Tasks can be assigned with precise detail to include due date, assignee, status, completion date, description, and fields to add followers, tags, attachments, and comments.Available views within Avaza include Kanban boards, Gantt charts, and lists, where the progress of each project can be tracked via percentage complete. Integrate Google Drive and Dropbox files to keep real-time document changes up to date across all users, and sync with your calendar so that you can see what tasks are due when anywhere.Here you can find more workflow tools: https://blog.filestage.io/workfl....

Workflows can be difficult on their own and it is sure that an easy-to-be-managed software can help you eliminate this. I will propose you three different tools which I have used and I'm of the opinion that are game-changing.Starting with Kissflow:(+) Drag and Drop editing(+) Integrations with other software(+) User can set permissions and pull reports(-) Limitation on API calls,(-) and lack of possibility to give access in a process to guests.https://kissflow.comFurthermore, there is Comidor:(+) Advanced and basic conditions BPMN 2.0 builder to build workflows(+) Role-based accessibility with workflow tasks and processes(+) Reminders and notifications upon customised scenarios(+) Document integration and reporting(-) Limited integrations with other softwarehttps://www.comidor.comand finally, Process Maker:(+) Community support.(+) Notifications can be built in every process.(+) Adjustments can be done without IT knowledge,(+) but there is API access for developers.(-) No integration with other software,(-) and prices are quite high for starters.http://www.processmaker.comI think if you are searching for a workflow tool these three must be in your top list. As far as I’m concerned workflow implementation takes time and must be included in the substantial costs of your company. So, be sure before you choose the right tool! Last but not least, I believe that Comidor out stands from the other two as it includes high level workflows and other necessary tools which a company needs at a small price.

I know it is lame answering own questions, but I cannot clarify it after posting a link. It’s either/or, so I’ll do it via an answer.First off, the question is about meritocracy. If you are adequately compensated for your effort and ingenuity, you can just keep growing at your current employer instead of founding anything. Read no further if that’s your case.If it’s not, and you are ambitious: thus underpaid, unappreciated, and almost always underutilized - overqualified for the pigeonhole your bosses put you in (fixing layers of spaghetti shit developed before you), you have undoubtedly ha... How do I extract emails from LinkedIn? Tons of email extractors make it easier than ever. Back in the day, Hunter.io was one of the most popular extractor until LinkedIn prohibited them in 2017. As for now, SignalHire Chrome Extension allows extracting both - personal and business emails from LinkedIn.As opposed to other ext...

One option would be to integrate a solid workflow and orchestration engine into an existing document management system, which of course would send email notifications to managers and other process actors, as you mentioned in your question.But since you're talking about 15 or so managers who would be updating documents every month, I think the optimal solution would be an integration that does more than just send notifications, but also provide other functionalities such as maintaining a detailed request and document update history, and let users launch and track document modifications and approvals, all while maintaining the interface of the document management system that users are already familiar with.You also need a solution that provides a high level of flexibility (such as when additional process actors need to be added or workflows need to be modified) along with extra productivity features that amplify ease of use. As well, the integration should efficiently and thoroughly manage process and document data.WorkflowGen’s extensive integration possibilities allow it to be transparently and fluidly embedded into other popular platforms. A great example of this is Office Information Australia’s use of WorkflowGen embedded in its Document Approval process for iManage, a leading document and management system. Here's how this kind of integration would work, and the benefits you can expect:Technical solutionsThe WorkflowGen User Portal embedded into client interfaces (such as FileSite, Desksite, WorkSite Web and SharePoint) lets users launch processes by simply right-clicking on the document in the document management system.WorkflowGen's Dashboard feature lets users track the status of their document approvals in real time at every stage of the process without having to leave the document management system home pages or portals.Approvals can be performed from anywhere and on any device (desktop, mobile, tablet) with one click or tap using WorkflowGen's Quick Mass Approval feature.Bidirectional integration allows users to view the document repository from within a WorkflowGen workflow application, where they can search for documents and attach them to requests.Processes can be called directly from a URL to allow highly customized User Portal environments that can display specific WorkflowGen processes within lists of links.Users can set deadlines and provide details in their documents.Integration between WorkflowGen and the document management system leverages the latter's existing user directories and interface while adding extra functionalities.Multi-approver processes can be easily defined using WorkflowGen’s easy-to-use integrated workflow and form designers.Workflow data can be used as document metadata and vice-versa.Full support for the creation and management of workspaces and custom metadata.Process forms and data can be converted to PDF and stored in the repository.BenefitsUsers can easily track document modifications and approvals, no matter how many actors are involved, even within the most complex workflows.Documents can be routed to other approvers or sent back to the requester for modifications.The tight and seamless integration of WorkflowGen into the existing document management system interface lets users continue working in a familiar environment while providing new functionalities in both the foreground and the background.Documents can be stored in predefined folders as configured in the workflow applications, so nothing gets lost (and everything is always searchable).Existing document metadata can be updated dynamically over the entire workflow.Email notifications keep users up-to-date on their requests over the entire course of the process, and include form archives, links to open the document from directly within the document management system, and links to document metadata.Ultimately, this solution would not only fulfill your current needs as described in your question, but also provide other integration possibilities for your future needs, whether they're anticipated or (and this is crucial) unexpected.You can take a video tour of WorkflowGen to see the product in action and get an idea of how and why it's a best-in-class tool for business process automation:Hope this helps.Cheers.

Great question. Sales can be tricky for startups, as founders, how genius their idea might be, often lack the experience of a seasoned sales man. Luckily, there are some great tools out there that can help you in throughout various stages of the sales cycle. The following is a list of carefully researched apps we either use ourselves or recommend. I’ll try to somewhat categorise the different tools according to the business process they help optimise. Prospecting and Lead Generation LinkedIn Sales Navigator [ https://business.linkedin.com/sales-solutions ] This is not likely to be the cheapest tool you’ll come across, but it’s just great for lead generation for the simple reason that it allows you to fish from the biggest pool of business professionals there is to be found. Sales Navigator features a wide range of useful filters that allow you to effectively search for potential clients. It gives you analytics, insights and recommendations so you can stay updated and focus on the right people. Dux-Soup [ http://dux-soup.com/ ] We use Dux-Soup to automate lead generation from LSN. Dux-Soup is a Chrome extension that acts like a teeny-tiny robot you can issue to visit the LinkedIn-profiles from a given list and save their data. Set the filters of LSN to target a certain persona and tell Dux-Soup to go and visit them all. All of these profiles will get notified that you visited them and you’ll have their names, industries, roles, company domains and more, extractable as a .CSV list you can use for several purposes. Hunter.io [ http://hunter.io/ ] To find out e-mail addresses based on company and domain (which you can thus easily get with LSN and Dux-Soup). Success rate of about 70%, which is a long way already. Elucify [ https://www.elucify.com/ ] If Hunter doesn’t cut it, try Elucify. It’s a completely free and crowdsourced database for business contact information. Just enter what company you want email addresses from and see what it has in store for you. It’s pretty amazing that it’s free, no catches. Rapportive [ https://rapportive.com/ ] Chrome-plugin that shows you linked accounts like LinkedIn, Google and Twitter for an e-mail address, straight in your Gmail inbox as a sidebar. You can use it to guess e-mail addresses you didn’t find with Hunter and/or elucify. Try typing combo’s like firstname.lastname@domain, firstname@domain etc. and check if Rapportive can dig up accounts on those. We don’t use Rapportive because our CRM Salesflare [ https://goo.gl/qvK5jV ] can do this too and more from the Chrome-plugin which equally sits in a Gmail or Outlook inbox. Datanyze [ http://datanyze.com/ ] / BuiltWith.com [ http://builtwith.com/ ] Both are intelligent lead generation tools that can tell you the exact software stack a certain company is using. You can even find out exact dates of when a certain technology was dropped by the company you’re investigating. It can also help you to find email address and other contact information. OutsignNow MailChimp [ http://mailchimp.com/ ] We use MailChimp for email campaigns. Obvious choice, it allows for effective email campaigns that won’t end up in your recipient’s spam box. Other than that: powerful analytics, email tracking, great resources on email templates and easy to integrate with our other tools. Mixmax [ http://mixmax.com/ ] We use MixMax for cold emailing because it sends emails directly from your Gmail, unlike MailChimp and alternatives. This makes it ideal for personal emailing, as they won’t end up in the ‘Promotions’ section of the recipient’s Gmail account. It also gives you a lot of possibilities in setting up email sequences; it allows you for example to break off a sequence when a recipient has responded to your first email. Other than that, it’s filled with cool features to spice up emails: slash commands, email templates, email and click tracking, embedded surveys/polls and an awesome meeting scheduler. User engagement and tracking Salesflare for email, click and website visit tracking [ https://goo.gl/qvK5jV ] Our CRM fully integrates with your Gmail or Outlook and will notify you when someone opens your email, clicks a link in the email and visits your website. Intercom.io [ http://intercom.io/ ] You mentioned Intercom already for CS and you’re absolutely right about that. However, it can serve other purposes too. Talk to your website’s visitors in real-time. Great for tracking frequency of use and behaviour inside your app, other than the in-prompt personal messaging. Hands-on, low-threshold solution to get and stay on top of your users, whether they’re still in your sales funnel or already locked in. Google Analytics [ http://analytics.google.com/ ] Default analytics tool. There are some alternatives around, but this is still solid as a rock and is easy to use with your Google apps and accounts. CRM / Sales Funnel Management Salesflare [ https://goo.gl/qvK5jV ] Our intelligent automated sales CRM. Salesflare is built to automate most of your sales funnel process. It automatically fills out your address book with data it pulls from sources like social media, email signatures and company databases . It tracks and log all interactions of leads towards you (phone, email, calendar), including emails and website tracking. All that is automated in a handy timeline so you have all the info you need at your fingertips, at all times. There’s more: from the data it gathers it will tell and remind you what to do about specific leads so you won’t have any leads falling through the cracks anymore. It’s not a robot yet, but it does do most of the working and thinking for you. There’s a desktop and a mobile app, but I mostly use it straight from my Gmail, where it gives me everything I need on a customer from an integrated sidebar. Managing online payments and subscriptions Stripe [ http://stripe.com/ ] The friend that takes care of your online payments. No effort required from your side whatsoever, Stripe has you covered. Very easy to work with and useful with different subscription plans. Link it up with Slack to get it to tell you in real-time when your money is flowing in.