Digital Document Signing in MiniCRM

With the Digital Document Signing feature, item based documents can be signed faster and with less administrative effort.

Since the signing process takes place directly within MiniCRM, there is no need to print, scan, or return signed documents.

A Simple Electronic Signature (SES) has limited evidentiary value. However, where a relationship of trust exists between the parties—particularly in low-risk B2B contexts (such as work orders, certificates of completion, and acceptance declarations)—it is often considered a sufficient method of signing in practice.

Which documents can I use it for?

The feature can be used with all itemized documents except invoices and pro forma invoices:

Quote
Order
Certificate of Completion
Delivery Note
Work Order / Worksheet

This feature requires an active subscription to one of the following products: Billing, Business Documents + Inventory Management, or Orders + Inventory Management

Which devices can I use it on?

Digital signing is available on desktop computers, tablets, and mobile devices. In the mobile app, documents can be signed using your finger, while on a computer, signatures can be provided using the cursor.

How do I use it?

1. Create an itemized document

2. Signing an itemized document

4. Reviewing and signing the document

The document can currently be signed in person on the given device (computer, laptop, mobile phone, or tablet). It is not possible to have customers sign it via email.

5. Successful signing

After a successful signature, the system generates a certificate that includes:

the signer’s name
the signer’s email address
the date and location of the signature
the IP address
details of the device used for signing
a digital fingerprint used to verify the document’s content

6. Automatic saving of the signed document

After signing, a file containing both the issued itemized document and the signature certificate is automatically saved on the record page. This makes it easy to retrieve at any time and also allows it to be automatically sent to the relevant parties.