Visma 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 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 possible integration possibilities.
The only thing left is now to login with your Visma Addo credentials, choose the standard template for your distributions, you favorit signing method and press save.
Note! It must be a user who has administrator permissions in both webCRM and Visma Addo who installs it.