The second Tech Talk topic assigned to me covers the integration Epicom built between EchoSign, an electronic signature service, and SugarCRM. Having the ability to streamline the signing process is incredibly valuable, apparently because often times it is difficult to quickly attain the signatures that officially stamp deals as “closed.” Even with fax machines and emails, there are too many steps involved. In this technology induced quick paced society, people need convenience and immediacy. With EchoSign, the recipient of a sent document is able to electronically sign it with a wave of their mouse, then with one click it is sent back. Done deal.
EchoSign was referred to Epicom in its pursuit of building the e-signature plug-in for SugarCRM. Once it is installed and the API key in entered, Sugar users can immediately start sending out documents through their CRM system. Multiple documents can be attached and merged into single PDF’s and signature orders can be designated. The CRM sends the contract to all recipients included, and keeps track of the each event where it is signed by a party. Once the signing process it completed, the document is automatically stored in the CRM database.
I wanted to make sure that I paid particular attention to the framing for this Tech Talk, and allotting an amount of preparatory scouting time well in advance proved to be worthwhile. The framing turned out great. I learned a valuable lesson from the only thing I would change – be aware of all lighting sources, and remember that the sun moves.