Task Signature Module – Perfex CRM

Task Signature Module for Perfex CRM is an essential add-on that enhances the functionality of Perfex CRM by allowing users to collect digital signatures on tasks and documents directly within the CRM. This module is perfect for businesses that require official approval or acknowledgment for specific tasks, ensuring that all parties involved can sign off on work completion, agreements, or contracts digitally, eliminating the need for physical paperwork.

Key features of the That include:

• Digital Signatures: Collect signatures on tasks and documents directly from within the CRM.
• Ease of Use: Simple interface for users to sign documents with just a few clicks.
• Security: Signatures are securely stored and cannot be altered, providing legal validity.
• Task Tracking: Monitor the status of tasks, including when a signature is collected, ensuring smooth project management.
• Multi-user Support: Assign signature requests to clients, team members, or stakeholders.
• Notifications: Automatic alerts to users when their signature is required or a task is completed.