How to Be Efficient and Win More Deals with Acumatica & eSignatures

Esignature feature in Acumatica

Are you trying to increase your sales cycle and win more deals?

Maybe you are trying to improve processes and efficiencies within your organization.

Studies show that by using eSignature technology you can make this happen.

What is eSignature?

It’s basically an electronic signature.  The person signs electronically and it provides the same legal standing as a handwritten signature as long as it adheres to the requirements of the specific regulation it was created under.

Acumatica eSignature

Have you heard about Acumatica ERP eSignature integration?  This integration can help you increase sales as well as provide efficiencies inside your organization.  Respond in real time, empower a modern, mobile workforce Increase conversion rates, and improve stakeholder management (internal or external).

No more sending multiple copies, scanning documents and filling up storage space on your server with multiple versions of a document, all to get a signature.

Acumatica ERP can integrate with DocuSign and Adobe Sign digital technology to give you the capabilities to get documents signed faster and easier.

Why & How

Why should I use it in my organization?  It’s a streamlined approach to having documents signed electronically and saved with the record file right in Acumatica.  It really is a simple process to implement.

With the eSign integration for Acumatica Cloud ERP, users can:

  1. Create envelopes and prepare documents for signing
  2. Send documents for signing and manage documents
  3. Check status of document sent for signing
  4. Send documents from CRM, Financials, Distribution and other modules using Document Management.

How do I get eSignature?

Your first step is to license DocuSign or Adobe Sign.  Once that is completed, you just install a plug-in on your Acumatica system.  After the plug-in is installed and setup, you determine where you will be using the electronic signing inside of Acumatica.  Will it be for Quotes, Purchase Orders, Expense Reports, or all the above?

With the electronic signing integration into Acumatica your team and systems will be more efficient all while saving time and money and increasing sales.

If you have questions or need some assistance, visit our support page for more help.

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