An eSignature is a digital signature that can be used in place of a handwritten signature. This is a secure, time-saving and paperless method of signing a Sales Order within OpenCRM.

Using OpenCRM you can set up a contact with access to the OpenCRM Portal. This is done by creating a Username and Password for the Contact. You can need to tick the box "can eSign". You can then send an Email to the Contact to inform them of this.

When the Contact is logged into the Portal, they need to create a PIN number for their account. With this PIN created you are able to complete an eSignature transaction.

For a view of the complete eSignature process please refer to the video attached.

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