The News General DM News ShareMethods combines with EchoSign electronic signatures to support exchange of mission critical CRM documents
28 May 2010
The ShareMethods on-demand document management platform has been integrated with the EchoSign electronic signature service to allow users to quickly exchange and sign-off mission critical documents.
The combination solution can be used for a number of business applications and has already been closely integrated with both the Oracle CRM OnDemand and Salesforce.com platforms.
ShareMethods and EchoSign can be used by companies to flexibly and securely sign documents across organisational boundaries, globally serving distributed clients and prospects, as well as remote salespeople, vendors and partners.
Both fax and electronic signing is supported. Users can select legally binding electronic signatures or written signatures, automated reminders, or an option that requires a sender to sign as well as the recipient. These features are available for any document stored in ShareMethods and the functionality can be applied for a single document, or a package of multiple documents that require a signature.
In Salesforce.com, users can generate a document from a template and have customer data auto-populated into merge fields in the template. Once the document is customised with customer specific data, it can be previewed and routed for an e-signature or automated written signature via fax with a cc to additional users.
Users can send documents for signatures via Salesforce.com from an opportunity or account page, or the Document Center, and can also use the Create-Send-Sign feature.
With Oracle CRM OnDemand users can view related files and select one to be sent for signature. Users can view the status of all their files sent for signature and view or download the signed document.
A key benefit of the integration is that salespeople can manage all their prospect/customer related documents from the same location as their CRM data. Salespeople can manage all their prospect/customer signature processes within their SaaS-based CRM tool without having to run to a fax machine or requiring a login to other applications to send and monitor progress.
Jason Lemkin, CEO of EchoSign, said, "The ShareMethods solution makes it easy for firms to route any document stored in their SaaS service for electronic or written signature, and to integrate this process seamlessly into day-to-day workflows for salespeople working in Salesforce.com or Oracle CRM OnDemand."
