Kommo + SignRequest
Create SignRequests from templates for new Kommo contacts
Effortlessly streamline your client onboarding process with this efficient workflow. When you add a new contact in the Kommo app, a SignRequest template will be sent to them for signing. This helps you save time and maintain a consistent process while gathering important documents from your clients.
Effortlessly streamline your client onboarding process with this efficient workflow. When you add a new contact in the Kommo app, a SignRequest template will be sent to them for signing. This helps you save time and maintain a consistent process while gathering important documents from your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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About Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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CRM (Customer Relationship Management)About SignRequest
SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.