Digital Signature for Contact and Organization Management for Planning: Try a Brand New CRM

Setting up digital signature for Contact and organization management for Planning with airSlate SignNow

airSlate SignNow’s digital signature for Contact and organization management is your go-to piece of technology for handling your Planning document-based transactions while staying adherent to industry-leading frameworks. With our CRM, you can create, edit, and manage new and existing signers and gain an aerial view of your contact database.

Here are your first steps to learn airSlate SignNow’s CRM:

1. Set up an account or log in to your existing one. If you’re new to airSlate SignNow, explore the subscription options and select your free trial.
2. Head to and explore the Contacts tab. On your left, find the Contacts tab and start adding new contacts along with their essential information.
3. Modify and remove existing contacts in your CRM. If you’ve already sent some files for signature, those contacts will appear in the CRM automatically. You can handle them from one place without affecting the files with which you both interacted.
4. Check the contact information and files with it. Click View to see the contact details of a person and paperwork coming with them.
5. Send a document out for signature and data collection. Choose Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Customize your accompanying message and notify your Contacts about what they need to do after completing the terms of your paperwork.

Our CRM’s interface is intuitive, easy understand, and requires no specific tech background. Gain more power over your document operations and constantly enhance the experiences of your employees, your clients, and your business partners. Try our digital signature solution with built-in Contact and organization management for Planning.