eSignature for Customer Relationship Management for Procurement: Try a Brand New CRM

Configuring e-signature for Customer relationship management for Procurement with airSlate SignNow

airSlate SignNow’s e-signature for Customer relationship management is your go-to piece of technology for managing your Procurement document-driven transactions while staying compliant with industry-leading frameworks. With our CRM, you can add, edit, 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, 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 essential information.
3. Edit and delete existing contacts in your CRM. If you’ve already sent some files for execution, those contacts will appear in the CRM automatically. You can manage them from one place without affecting the files with which you both interacted.
4. Check the contact info and files with it. Hit View to see the contact details of a user and documents connected with them.
5. Send a form out for signing 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 completing the terms of your paperwork.

Our CRM’s interface is sleek, easy work with, and requires no specific tech skills. Gain more power over your document processes and continuously improve the experiences of your employees, your customers, and your business partners. Try our e-signature solution with built-in Customer relationship management for Procurement.