eSignature for Lead Management for Procurement: Try a Brand New CRM

Setting up e-signature for Lead management for Procurement with airSlate SignNow

airSlate SignNow’s e-signature for Lead management is your go-to piece of technology for handling your Procurement document-driven processes while staying compliant with industry-leading frameworks. With our CRM, you can add, modify, and manage new and existing signers and get an aerial view of your contact database.

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

1. Create an account or sign in to your existing one. If you’re new to airSlate SignNow, investigate the subscription options and select your free trial.
2. Head 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 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 manage them from a single dashboard without compromising the files with which you both interacted.
4. View the contact information and files with it. Click View to pull up the contact details of a person and documents coming with them.
5. Send a document 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 executing the terms of your document.

Our CRM’s interface is intuitive, easy understand, and requires no special tech background. Gain more control over your document operations and continuously improve the experiences of your team, your clients, and your business partners. Try our e-signature solution with built-in Lead management for Procurement.