CRM Contracts – Digital Signature Management

Streamlined signature management
for CRM contracts

We help organizations get complete visibility and better oversight of their CRM contract signature process with our Digital Signature Accelerator solution.

Customer Relationship Management (CRM) is an integral part of all aspects of business operations. Sales heads are continually required to interact with multiple customer organization representatives for authorizations/approvals of CRM contracts. Lack of timely authorization or miscommunication regarding contract information can cause delays and unwarranted issues during reconciliation.

RTS Digital Signature Accelerator integrates SAP CRM contracts with DocuSign agreement cloud and helps in automating the document & workflow-status movement processes. With the RTS solution accelerator, supplier and customer organizations can now simplify contract management processes through efficient signature execution workflows.

A solution concept video

Integrating DocuSign with SAP for CRM contract process

Key Capabilities

Helping businesses simplify CRM contract workflows.

AUTOMATED MOVEMENT OF CONTRACT DOCUMENT

At the start of the signature process, an integrated DocuSign partner screen is invoked within the SAP CRM environment, and the accelerator automatically uploads the CRM contract documents into DocuSign

DEFINING THE WORKFLOWS

Sales head uses the DocuSign partner screen within SAP CRM environment to select multiple recipients of the customer organization for their review and signatures

TRACKING THE SIGNATURE PROCESS

As and when the recipients sign the contract in DocuSign agreement cloud, RTS Accelerator synchronizes the workflow status in SAP. It enables the sales head to view the workflow status in real-time.

EFFORTLESS CONTRACT MANAGEMENT

Simplified management of external customer approvals by enabling CRM contract management workflow recipients to add signatures with DocuSign, anytime, anywhere, through any device.

SIMPLIFIED SIGNATURE WORKFLOWS

Faster CRM contract approvals with DocuSign enabled digital signature workflows that eliminate manual, paper-based reconciliations.

ENHANCED AUDIT COMPLIANCE

Improved process oversight and visibility of CRM contract approval process with real-time tracking of document movement and status across SAP and DocuSign.

Benefits

Reduction in time to apply signatures as the Sales head does not need to switch between SAP and DocuSign interfaces
Increased efficiency of contract approval process by managing the workflow definition within SAP CRM
Enhanced visibility of the approval process at any point in time within the SAP environment
Improved oversight of supplier – customer actions with real-time tracking of workflow status

DocuSign® Partnership

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.