FixDigital CRM lets you send documents for digital signature with ease, receive immediate alerts once signed, and automatically file them in the client card – no more paper management.
In the digital age, manual processes like printing, filling out, scanning, and filing documents are becoming outdated and can slow down your ability to close deals efficiently. FixDigital CRM provides a smart, modern solution that simplifies the signing process, reduces unnecessary effort, and helps increase your conversion rate.
Key benefits include:
Imagine this scenario:
A client is interested in your service, but when asked to print, sign, and scan an agreement – they delay, run out of printer ink, or forget to send it back. The result? The deal falls through. With FixDigital CRM, the client signs on the spot – and the deal is closed during the same call, while interest is still high.
FixDigital CRM provides full control over the signing process, with smart alerts that enable real-time action.
After sending an agreement, order, or quote through FixDigital CRM, the sales manager receives:
The system that brings you smart automation, full integration, and maximum results – at the click of a button.
A digital signature is a legal and secure way to sign documents online – no need for printing, scanning, or in-person meetings. The signature is legally binding and fully recognized.
With FixDigital CRM, you can send documents for digital signature with a single click – directly from the customer’s profile.
In FixDigital CRM, you can upload a document (e.g., proposal, agreement, onboarding form), select the client, and send the file for signature.
The signed document is automatically returned to the system and saved in the customer profile—with full tracking of who signed, when, and what was approved.
Yes. Digital signatures in FixDigital CRM comply with all legal standards in Israel and are fully protected under the law.
Each signature includes a timestamp, party identification, and tamper-proof documentation.
You can send any document for signature—proposals, contracts, registration forms, service approvals, meeting summaries, power of attorney forms, and more.
Any PDF file can be customized with signature fields, names, dates, and additional data from the CRM.
The client receives a personal link via email or WhatsApp, opens the document, and signs it with a single click—from their computer or mobile device.
No app download is required. The signing process is quick, convenient, and secure.
The signed document is automatically stored in the client’s profile in FixDigital CRM, marked as “Signed” with date and time.
You can also trigger automations—such as sending a receipt, opening a task, or updating the status to “Active.”
Absolutely. You can send a document with multiple signature fields in the desired order.
The system manages the process until all parties have signed and the document is properly returned to the CRM.
Yes. FixDigital CRM shows the real-time signature status—Sent, Viewed, Signed.
You can also set automated reminders for clients who haven’t signed within a specific timeframe.
Definitely! Every document is fully optimized for mobile, with interactive fields and the option to sign using a finger or by typing a name—for complete customer convenience.
Yes. For example: a new lead completes a call > receives a proposal > signs digitally > the system updates status and continues the process.
Everything runs automatically within FixDigital CRM—no manual intervention needed.
Open a support ticket
פתח כרטיס תמיכה
