VANCOUVER, Wash. -- DM2 Software Inc., a provider of software solutions for petroleum marketers, has partnered with DocuSign to provide an integrated e-signature and on-demand form solution.
By integrating DocuSign e-signatures and PowerForms applications with DM2’s Petroleum Insights customer relationship management (CRM) system, marketers can quickly and securely upload and send Microsoft Word, PDF or other common document formats from their CRM document library to business partners, customers, employees, prospects and more to sign and store in CRM. DocuSign also sends reminders and gives marketers the ability to check signing status at any time.
DocuSign’s PowerForms application can also create on-demand, self-service e-forms and documents for signature. DM2’s interface eliminates the time required to manually upload and export documents as well as data to and from Petroleum Insights CRM.
“We’re excited to partner with DocuSign to provide marketers with an e-signature and on-demand forms solution that’s fully integrated with their CRM systems," said Colin Chambers, DM2’s director of CRM solutions. “Capturing signatures for sales orders and agreements is one obvious use but many of our customers use Petroleum Insights CRM for much more than just traditional sale-force automation. Using these DocuSign applications in conjunction with Petroleum Insights CRM’s workflow automation to reduce one of our customer’s credit application approval time was what originally drove this project.”
With DocuSign e-signature and PowerForm applications, DM2 customers can eliminate time associated with generating, distributing, following up on and waiting for credit applications, sales order forms, NDA, releases, waivers and more, the company said.
Vancouver, Wash.-based DM2, a Sage Software Development Partner and Reseller since 1991, uses Sage 100 and Sage CRM to develop, sell and support Petroleum Insights, an integrated accounting/ERP and CRM system designed specifically for petroleum marketers.
DocuSign, based in San Francisco, aims to change how business gets done by empowering anyone to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence.