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

Configuring digital signature for Customer relationship management for Purchasing with airSlate SignNow

airSlate SignNow’s digital signature for Customer relationship management is your go-to piece of technology for handling your Purchasing document-driven transactions while staying compliant with industry-leading frameworks. With our CRM, you can add, modify, 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 haven’t used airSlate SignNow, explore the subscription options and select your free trial.
2. Navigate to and explore the Contacts tab. On your left, locate the Contacts tab and start adding new contacts along with their basic information.
3. Modify and delete existing contacts in your CRM. If you’ve already sent some documents for signature, those contacts will show up in the CRM automatically. You can handle them from a single place without compromising the files with which you both interacted.
4. View the contact information and files with it. Hit View to see the contact details of a person and paperwork coming with them.
5. Send a form out for signing and data collection. Select Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Personalize your accompanying message and notify your Contacts about what they need to do after executing the terms of your paperwork.

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