Introducing ERBS SignFlow, our new online quotation approval feature for SageCRM. It gives customers a quick, straightforward way to review, sign and approve quotations and orders, helping you keep the sales process moving.

Customers can approve documents online in just a few clicks, without printing, scanning or emailing signed copies back and forth. Customisable templates allow you to match the forms to your branding.

Once you create a quotation or order in SageCRM, a secure link can be included in an email to your customer. This opens an online form where they can review the details, provide their signature and confirm approval. They can also download a PDF copy for their records.

Approval details are then fed back to the relevant SageCRM record, and the salesperson is notified. Approved quotations can also be automatically converted into orders, reducing administration and helping your team take the next step.

We have created ERBS VisualLine to bring product images to quotation and order line items in SageCRM, giving customers a clear view of exactly what they are purchasing.

By displaying images alongside product details, VisualLine makes quotations and orders easier to review and helps customers confirm they have selected the right products.

The ERBS Contracts module for SageCRM helps your team create and manage contracts, track renewals and automatically generate sales orders based on each contract’s billing frequency. This reduces repetitive administration and helps keep billing accurate and consistent.

With integration for Sage 50 and Sage 200, generated sales orders can be posted directly from SageCRM at the click of a button.

Key features:

• Create contracts from quotations or orders
  Use existing sales details to set up contracts without entering the same information again.
• Set billing schedules to suit your contracts
  Support four-weekly, monthly, quarterly, annual and custom billing frequencies.
• Manage sites at contract and product level
  Record the relevant site for the overall contract and individual products.
• Handle changes during a contract
  Process mid-term amendments, retain a history of changes and track authorisations where required.
• Manage annual price increases
  Apply price increases at product level to reflect changes in your pricing.
• Keep track of renewals and purchase orders
  Use reminders and dashboards to see what needs attention.
• Manage holds and cancellations
  Follow defined processes when contracts need to be paused or cancelled.

By linking contract management with automated sales order generation, your team can spend less time preparing repeat orders and more time looking after customers. Contract information and billing schedules remain accessible in SageCRM, making recurring business easier to oversee as it grows.

Tawk.to is a live chat and customer messaging platform with AI capabilities that help businesses respond to support and sales enquiries around the clock.

We have integrated tawk.to live chat directly with Sage CRM, so when a visitor starts a conversation on your website:

• A lead record is created automatically in Sage CRM.

• The full chat transcript is attached to the lead.

• Your sales team can see what the prospect asked and pick up the conversation without retyping information or asking them to repeat themselves.

From there, your team can create and track follow-up tasks and convert the lead into a sales opportunity, keeping the initial enquiry and next steps together in Sage CRM.

TBC