Sales personnel are constantly inundated by electronic communication – sales quotations and customer responses being a top priority. Managing their correspondence with prospects while providing adequate oversight to the company can be a daunting exercise.
With digital signature integration, sales agents can integrate the process of quotation generation and customer acceptance from within their ERP, thus streamlining the quotation process.
Creates quotation document with customers’ details in SAP and signs it using his/her digital signature within the SAP interface
Reviews quotation document received via email and approves by signing on the DocuSign interface, without any intervention from the sales agent
Uploads the signed quotation to the original operational documents and reconciles the quotation and the certificate of completion within the ERP
Empower sales agents to create end-to-end digital workflows for quotation document generation, approval, and signing within the SAP interface
Ensure prompt action by prospects for quotation document review and response with easy signoffs using the DocuSign interface
Track and update quotation document reconciliation and process completion from within the ERP environment with the Signature Accelerator
In the effort to enable last-mile digitization, RTS has created digital signature accelerators to simplify authorizations in enterprise workflows. This has helped us become a partner of choice for DocuSign® as they expand the coverage of the DocuSign Agreement Cloud to include leading ERP systems.