Do you

• need to prepare, sign, act, and manage contracts with the CRM?
• need to reduce human error, provide better experiences?
• need to securely sign and manage documents directly within your CRM?
• need e-signature functionality required to quickly complete approvals and agreements?

Docusign is the world's leading platform for signing documents, and Cogmento's CRM allows you to streamline processes by populating documents from existing CRM data and updating information from Docusign fields. Request signatures and track agreement status in real time, save time with custom workflows that trigger agreements with the click of a button, you can reduce errors using CRM integrated with Docusign. With Docusign integration you can automate entire workflows, generate and send contracts, and archive completed documents. Easily update systems with the document data or populate documents with the CRM - it works both ways. While a CRM system manages customer relationships and sales pipelines, DocuSign primarily focuses on electronic document signing, allowing users to send documents for signature digitally, with key features like document generation, signature fields, identity verification, and seamless integration with various CRMs to streamline the contract signing process within the sales cycle; essentially, DocuSign provides the e-signature functionality within a CRM system to finalize agreements electronically.

• Pre-fill a template with data from the CRM sources.
• Track and automate workflows with signed documents and the CRM data.
• Seamlessly integrate signing workflows in the sales process and track all of the documents in the CRM.