Signature is a digital signing feature within the ForceManager (Sage Sales Management) platform. It allows sales representatives to collect legally valid electronic signatures on quotes, orders, and other sales-related documents directly from the CRM. The feature is designed to eliminate paper-based processes and manual follow-ups by enabling customers to review and sign documents digitally. Signed documents are automatically stored and linked to the relevant customer and sales records, ensuring traceability and continuity throughout the sales lifecycle.

Key Features

Electronic Document Signing

Enables digital approval of sales documents.

• Capture electronic signatures on quotes and orders
• Eliminate paper-based signing processes

CRM-Integrated Workflow

Keeps signing within the sales process.

• Documents linked to opportunities and customers
• Automatic status updates after signing

Secure Document Handling

Ensures integrity of signed documents.

• Controlled access to documents
• Signed files stored centrally in the CRM

Mobile-Friendly Signing

Supports field sales and remote customers.

• Sign documents on mobile devices
• Suitable for in-person or remote signing

Audit and Traceability

Maintains a record of signing activity.

• Time and user tracking for signatures
• Clear history of document approvals

Benefits

Faster Deal Closure

Reduces delays in document approval.

• Immediate signing without printing
• Shorter time from quote to order

Reduced Administrative Work

Simplifies document handling.

• No scanning or manual uploads
• Automatic storage and linking

Improved Data Consistency

Keeps signed documents connected to CRM data.

• Single source of truth
• Fewer missing or misplaced documents

Better Customer Experience

Makes signing simple and accessible.

• Easy digital signing process
• Flexible signing from any device

Process Reliability

Ensures documents follow defined workflows.

• Clear approval status
• Reduced risk of unsigned agreements