by Emma Tsai

Recently, we worked on a project that integrates Sage CRM with EchoSign, an electronic signature solution, to help our client manage their digital documents. This integration allows users to send emails with merged documents on Sage CRM screens through EchoSign. Then EchoSign sends the documents for signatures following the specific, pre-defined signing order and manages the document life cycle. Here is how it works.

We added an action, “Send Lease” under the specified workflow.

After users click on the button, they are directed to a custom page with an email template. On the page, they select an appropriate email template with the attachment and then hit the Save button to send the email through EchoSign. EchoSign handles collecting the eSignature. In this case, by following the order of email addresses, EchoSign first sends out the document to the resident for signature, and then it goes to the guarantor, and then finally the housing consultant.

This screenshot shows how the email sent via EchoSign looks:

After the emails are sent, the system automatically updates the document status and indicates the sent date in Sage CRM for tracking purpose. Finally, after the documents are signed, the document status and the signed date information are pulled back into CRM so that users can easily know the document status.

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