How to deliver documents to the signers with webCRM.
When you have logged into your webCRM account, and have enabled the Visma Addo integration, there's an easy way of sending a contract for signing to your customer.
Firstly you have to press opportunities and then choose the customer that you have in your pipeline, by pressing on the pen on the left side of your lead:
When you're in the setting of your lead, you can press the Visma Addo icon as shown below:
Then it is possible to send the document for signing, by pressing the button to the left of the Visma Addo icon.
NB! Please be aware that there should be a checked checkbox for each document that you wish to send for signing in this flow.
In the last step, you have to choose who's the sender of the document, the recipient, and which signing method should be used for signing the document(s)
We support all Scandinavian signing methods and there are more to come!
When the signer have signed the document, this will be visible in your webCRM integration as well.