CRM › Order to Cash
Signatures
Documents sent to the other party to sign electronically, and who may sign them for the company.
In CRM → Order to Cash · 2 screens
WorkspaceE-SignatureContracts, orders and agreements sent to the other party to sign, and how far each one has got. One is sent from the document itself; the signed copy comes back onto the record with a certificate of who signed it and when.OpenWorkspaceSigning AuthorityWho may sign these documents on behalf of the company, and up to what value. The authority comes from a role; the limits are set under Platform.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| E-Signature | Workspace | Contracts, orders and agreements sent to the other party to sign, and how far each one has got. One is sent from the document itself; the signed copy comes back onto the record with a certificate of who signed it and when. | 0 | 0 | 0 |
| Signing Authority | Workspace | Who may sign these documents on behalf of the company, and up to what value. The authority comes from a role; the limits are set under Platform. | 0 | 0 | 0 |