Digital Signature for Customer Relationship Management for Procurement: Try a Brand New CRM

Setting up digital signature for Customer relationship management for Procurement with airSlate SignNow

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

Here are your first steps to get started with airSlate SignNow’s CRM:

1. Set up an account or log in to your existing one. If you’re new to airSlate SignNow, investigate the subscription options and select your free trial.
2. Navigate to and check out the Contacts tab. On your left, find the Contacts tab and start adding new contacts along with their essential information.
3. Edit and delete existing contacts in your CRM. If you’ve already sent some documents for execution, those contacts will show up in the CRM automatically. You can handle them from a single dashboard without compromising the documents with which you both interacted.
4. Check the contact details and documents with it. Hit View to pull up the contact details of a user and documents associated with them.
5. Send a form out for signature and data collection. Select Send Invite next to your desired contact → Add recipients→ Add fields → Continue. Customize your accompanying message and inform your Contacts about what they need to do after executing the terms of your paperwork.

Our CRM’s interface is intuitive, easy work with, and requires no special tech background. Get more power over your document processes and continuously improve the experiences of your team, your customers, and your business partners. Try our digital signature solution with built-in Customer relationship management for Procurement.