Document’s template builder. Documents signing via electronic signature services. Integration with CRM.

1. General info. Use cases
Electronic Signature Services
Select entity and template
Template builder workflow
Generate and send document
Contents
Use cases
Final documents signing via
electronic signature services
Send documents for agreement
(preview, without e-sign)
Integration with CRM
Document’s template builder /
Generate document in PDF

2. If you need to send
documents for signature
then choose one of
electronic signature
services -“a”
If you need to send
documents for agreement
(without e-sign) or if you
need to save document
in pdf then choose -“b”
Please note that all e-sign
services are paid.
Application authorization
required. To authorize
click -“c”button.
Choose ESign Service
Step 1
c
a
b

3. b
Start typing in search input
and choose from found
entities -“d”.
Entity variants: Lead,
Contact, Company, Deal.
When you send documents
you can choose client from
your CRM as addressee.
“e”- Choose document’s
template earlier created.
Create new document
based on template and
data from CRM.
If you can’t find needed
template you can create
it with internal
template editor -“f”.
Select entity. Choose template
Step 3
Step 2
e
f
d

4. Templates usage
Edit template
Additional interface elements:
- Refresh
templates list
- Adjust
columns
- Number of templates
to show per page
Click -“g”button in order
to create new template.
You can choose created
template when generate
and send documents.
You can edit and remove
templates. Search template
by name -“h”.
Remove
g
h

5. Create template
Add placeholder example. Date create of document
Add placeholder example. Client name
You have to set
placeholders.
It is empty fields which
will be field with client info
(client name, position, etc.).
And also it is changeable
fields of document
(date, amount, etc.)
Placeholder will be
automatically field from
chosen entity on send
document stage.

6. Editor panel review.“Placeholder”tool
Templates available in editor:
- text with image
- text with tables
Ability to import from word
Put cursor in place
of changeable data
of document.
Click tool [P] in editor panel.
It will open placeholder
preferences window.
Choose needed entity
and info which should
be placed instead
of placeholder.
You can use placeholders
for different entities
in one template.
When you save template it
become available on
create document page.
Add placeholder
into template!

7. Выбор
очередности
подписания
Add placeholder example
Preview and send document
Click -“i”button to preview
and send document.
You can review generated
document.
Check your document,
enter email, subject
and message (optional).
Choose signing priority - «j»
and send document
for signature.
Step 4
i
j

8. Track signing status. Get signed document
Download signed document
Скачать подписанный
документ в формате PDF
Step 5
You can track document’s
signing status on
“Documents”page.
“l”- document sent.
“k”- document signed.
You can adjust
columns to show.
After document signed
by client/partner you can
download it.
kl