Sign Quotes, Contracts and Agreements Faster
Printing, signing and scanning documents delays deals and creates version confusion.
We integrate digital signature tools with vTiger CRM so quotes, contracts and agreements can be sent, signed and stored without leaving the CRM.
We integrate established e-signature platforms with vTiger, so documents generated from CRM data can be signed on any device, and the signed copy is returned to the CRM automatically.
What We Deliver
Send for Signature
Send quotes and contracts for e-signature in one click.
Status Tracking
Know when documents are viewed and signed.
Auto-Stored Documents
Signed copies saved to the related CRM record.
Templates
Reusable contract templates with CRM data merged in.
Workflow Triggers
Update deal stages automatically after signing.
Audit Trail
Legally useful signing history and timestamps.
How It Works
Generate the Document
Quotes or contracts are generated from CRM templates with customer data.
Send for Signing
The document is sent to signers by email from the CRM.
Track Progress
Viewed, signed and declined statuses update in real time.
Store & Trigger
Signed PDFs are saved and workflows move the deal forward.
Real-World Use Cases
Sales Contracts
A rep sends a contract from the deal; when the client signs, the deal moves to "Closed Won" automatically.
Customer Onboarding
New clients sign agreements and consent forms online before onboarding begins.
HR & Vendor Agreements
Vendor agreements are signed and stored against the vendor record.
Why Choose Xirgosoft
- Close deals faster with quicker signatures
- No more lost or outdated paperwork
- Professional experience for your clients
- Secure, organized document records
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Are e-signatures legally valid?
In many countries, electronic signatures are legally recognized for most business documents. Please confirm specific requirements with your legal advisor.
Which signature providers do you support?
We commonly integrate DocuSign, Zoho Sign and Adobe Acrobat Sign, and others with suitable APIs.
Can multiple people sign one document?
Yes. Signing order and multiple signers are supported.
Can customers sign on mobile?
Yes. Documents can be signed from phones and tablets.
Add digital signatures to your CRM workflow.
Talk to our experts today for a free consultation and quote.
