Get your documents signed directly from your CRM.
From quote to contract, start a secure electronic signature process securely in a few clicks.
Your clients sign electronically from any device.
Each electronic signature PDF is archived with a timestamp in your CRM.
When signing becomes the last hurdle to closing
Tools disconnected from the CRM
Teams juggle between CRM, email and third-party online electronic signature tools. Signed documents get lost in inboxes, making CRM tracking impossible.
Cycles that drag on at the last moment
Email back-and-forth and printed copies unnecessarily slow down closing, when all it would take is sign a document electronically from the CRM to close in a matter of hours.
Poor customer experience
Managers lose visibility on deal progress just before the finish line. Without electronic signature electronic signaturetracking, it is impossible to know who signed what and when.
The impact on your signing cycle
Time
saving
No more email back-and-forth, electronic signatures are obtained in a matter of hours.
100%
traceability
Every electronically signed document is linked to its CRM record with a timestamp.
eIDAS
compliance
Simple, advanced or qualified signature as required.
0 administrative
friction
Continuous workflow from quote to online electronic signature.
An integrated, secure and traceable electronic signature
From an opportunity, quote or contract record, start the e-signature e-signature process in seconds.
Timestamped, archived, automatically linked to the record.
Your online electronic signature is fully integrated into efficy CRM.
Multiple signature levels for every document type
Signature simple for purchase orders, advanced advanced for enhanced identification, qualified (eIDAS-compliant) for high-value contracts. The default level is configurable in the CRM.
Your teams do not need to worry about technical details: the setup is done in advance.
Whether you need to sign a PDF electronically or a complex contract, every level is covered.
Real-time tracking and automatic archiving
At every stage of the electronic signature your CRM is updated automatically.
Document sent, invitation opened, signature pending or finalised: you always know the status of every deal.
Alerts when deadlines are exceeded.
Automatic archiving with timestamp as soon as the electronic signature PDF is done.
Multi-signatory management and sequential processes
Some contracts involve multiple parties. The system supports sequential electronic signatures sequential electronic signatures: each invitation is sent in the desired order, approval by approval.
The CRM tracks every step in real time and alerts on blockages.
Ideal for sign a document electronically with multiple signatures and full traceability.
Related features
What our clients say
"efficy CRM gives us a better traceability and a better follow-up in the management of the activity"
"efficy's platform has given us global coverage, can be adjusted to meet new needs quickly and easily, and was able to adapt to the strong technical constraints of our Information System."
"The new system will enable everyone who is in contact with a client to have a 360° view of them."
Ready to take action?
Close your deals faster.
Find out how to launch, track and archive your signatures directly from your CRM.