E-Signature Integration
Fully embedded Annature or DocuSign option to electronically sign your documents
Salestrekker has an in built integration with Annature. Under your settings you will be able to purchase credits and send documents to be electronically signed. Documents uploaded to the system as well as documents generated through the flow will have this option.
If you have uploaded a document to Salestrekker and this requires to be signed you can select the option to send document for signature and we will use Annature technology to guide you to the process of sending it to the customers. Our system will save the relevant notes about when it was sent as well as the fully signed document to its notes list as well as to the document tabs.
During the application completion you might be required to produce some compliance documents. If this is the case and you have purchased credits for e-Signature the system will ask you if the document should be sent for s-Signatures, making it even simpler to send the document. And don't worry the system will have these actions saved under its log!
