Enhancing Customer Engagement with Digital Signatures in Vtiger CRM

As we journey through the digital transformation of business operations, I am thrilled to share our latest customization experience at Boru. Specifically, our focus today is on refining digital signature and payment requests within Vtiger open source. This is a game-changer that streamlines the invoicing and payment process for our clients and their customers. I want to walk you through the innovative features that we’ve crafted, offering a seamless experience and highlighting the versatility of Vtiger CRM tailored to our client’s unique needs.

Simplifying Signature and Payment Requests

Initially, we integrated a feature that lets businesses send digital signature requests to their customers for signing invoices. But that’s not all; these requests can also prompt customers to make credit card payments. All this functionality is triggered from an invoice record in Vtiger CRM open source.

Email and SMS: A Dual Channel Approach

Originally, a link for signature and payment was emailed to clients. Based on customer feedback, we took this further by incorporating SMS capabilities. This involves a neatly placed button in Vtiger that sends the required link via a text message. Mimicking the email’s ease, a user can now pick whether to send only a digital signature request or combine it with a payment request, and the system smartly defaults to the selected option.

Enhancing SMS Deliverability

Given the brevity required for SMS, we designed a standardized message format. This ensures not only improved deliverability but also maintains the necessary clarity for action. Leveraging Twilio’s robust messaging service, we’re ensuring these critical links reach the customer quickly and efficiently.

Multi-Invoice Requests

Addressing another piece of customer feedback, we tailored a feature for sending a single request covering multiple invoices. Our innovative approach adds a button that summons a pop-up listing all open invoices related to a customer. This flexibility allows for partial or full amounts to be specified for payment, revolutionizing the traditional payment request process.

Streamlined Signature for Multiple Documents

When it comes to signing multiple documents, we’ve devised a user-friendly interface that displays invoices consecutively, facilitating a straightforward signing process. Customers can navigate through the documents with ease, ensuring a clear and distinct signing process for each invoice.

Integrating Client Feedback for Continuous Improvement

These enhancements reflect our commitment to listening to our client’s needs and their customers’ preferences. By continuously refining our Vtiger customization solutions, we guarantee an ever-improving user experience.

Real-world feedback is the compass that guides our customization path. It helps us to ensure that every feature has the end-user in mind, resulting in a more efficient, reliable, and user-friendly system.

What Does This Mean for You?

Our custom solutions in Vtiger, particularly for digital signature and payment requests, embody precision and personalization. We’re not just improving the efficiency; we are also enhancing the overall satisfaction of your customers. With Boru’s expertise in customizing Vtiger CRM platforms, we ensure your CRM system works for you—making it as unique as your business and as efficient as your ambition.

In essence, this is the Boru difference: we take a flexible and responsive approach to CRM system efficiency and accuracy, always seeking to align our custom solutions with the evolving needs of our clients. If you’re looking to elevate your customer interaction experience within Vtiger, let’s discuss your vision and bring it to life.

Interested in learning more? Let us send you an email.

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