webCRMVisma Addo is compatible with webCRM. This means that you can send out documents for signing directly from your webCRM account via the integration.
How to install it
In the webCRM overview, you start by integrating with Visma Addo by pressing the settings button and then configuration in the right corner.
When you've done this, you're greeted with the view below, where you simply press Integration.
After pressing the integrations tab, you should then be able to see the e-Sign button on the tab for integration possibilities.
The only thing left is now to login with your Visma Addo credentials, choose the standard template for your distributions, your favourite signing method and press save.
Note! It must be a user who has administrator permissions in both webCRM and Visma Addo who installs it.
