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.
Closing Deals Faster With E-Signatures
Many deals stall at the last step. The contract is agreed, but it has to be printed, signed, scanned and emailed back, and the versions multiply. Electronic signature removes that friction, and when it is connected to the CRM, the signed document finds its own way back to the deal.
We integrate platforms such as DocuSign, Zoho Sign and Adobe Acrobat Sign with vTiger. A rep generates the document from a template with CRM data merged in, such as names, prices and terms, and sends it for signature in one click. The CRM tracks the status: sent, viewed, signed or declined. When everyone has signed, the final PDF and the audit certificate are stored on the record and the deal can move to the next stage automatically.
We support multiple signers and signing order, reminders for unsigned documents and different templates for different deal types. Signing works on phones and tablets, which matters for customers who are not at a desk. Document generation and signing are designed together, so the contract the customer sees is always built from current CRM data rather than from an old copy.
Legal requirements vary. Electronic signatures are recognised in many countries for most business documents, and in India the Information Technology Act recognises them with certain categories of document excluded. We build the workflow, and we recommend confirming specific document types and signature levels with your legal adviser.
What We Deliver
Everything included in this service, from the first scoping call through to launch and support.
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.
Key Benefits
What this means for your business once it is live.
Send in One Click
Generate and send contracts from the deal.
Live Status Tracking
See when documents are viewed, signed or declined.
Signed Copies Stored Automatically
Final documents and audit trails attach to the record.
Stage Automation
Moving deals forward after signature without manual steps.
Templates With CRM Data
Contracts always use current names, prices and terms.
Works on Any Device
Customers sign from phones and tablets.
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.
Common Challenges We Solve
Deals Stuck Waiting for Signatures
Reminders and status tracking keep documents moving.
Version Confusion
Documents are generated from templates and the signed copy lives on the record.
Manual Filing
Signed PDFs and certificates are stored automatically.
Legal Uncertainty
We build the workflow and flag where your adviser should confirm requirements.
Why Choose Xirgosoft
- Close deals faster with quicker signatures
- No more lost or outdated paperwork
- Professional experience for your clients
- Secure, organized document records
Technologies & Platforms
Who This Is For
- Sales teams sending quotes and contracts
- Service firms onboarding customers with agreements
- HR and procurement teams handling vendor documents
- Companies using DocuSign, Zoho Sign or Adobe Sign
- Businesses with remote customers
What Is Included
- Provider selection and account set-up guidance
- Template design with CRM merge fields
- Send, track and store workflow
- Stage automation after signing
- Multi-signer and reminder rules
- Testing and support
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.
Can we use our own contract templates?
Yes. We convert your templates into merge-ready versions that pull data from the CRM.
Where is the signed document stored?
The final PDF and certificate are attached to the related CRM record.
Can we send documents in bulk?
Yes, depending on your signature provider's plan and limits.
Can signers use Aadhaar eSign?
Some providers support it in India. We check what your chosen provider offers.
Add digital signatures to your CRM workflow.
Talk to our experts today for a free consultation and quote.