PDF Signature for
Vtiger CRM
Send PDF documents for electronic signature directly from Vtiger CRM. PDF Signature helps sales, support and service teams send quotes, contracts, confirmations and other PDF documents for online signing, while keeping the signed documents connected to the original CRM records.
PDF document signature
Send, review, sign and monitor documentsImportant requirement
PDF Signature works together with PDF Maker for Vtiger CRM. PDF Maker must be installed and active in your CRM, otherwise PDF Signature cannot prepare PDF documents and send them for signature.
Send PDF documents for signature without leaving Vtiger CRM
PDF Signature adds an electronic document signing workflow to Vtiger CRM. Users can generate documents from PDF Maker templates, send them to customers or partners for signature, and keep the signed PDF files attached to the correct CRM records.
- Electronic PDF Signature for Vtiger CRM
- Sign documents directly in the Vtiger CRM
- Send PDF documents for signature by email
- Review documents before signing
- Define signature email messages and subjects
- Print or export signed PDF documents
- Signed documents are assigned to the Vtiger record
- Monitor the status of signatures in the Signature module
- Define the size and position of the signature in the PDF Maker template
- Works with Vtiger CRM 7.x and Vtiger CRM 8.x
Main Features of PDF Signature
A practical feature overview for Vtiger CRM users who need electronic signatures for PDF documents, signed document tracking and a CRM based document approval process.
Electronic Signature
Let customers or internal users sign PDF documents electronically.
PDF Maker Based
Use PDF Maker templates as the source for documents sent to signature.
Send by Email
Send documents for signature directly from Vtiger CRM records.
Review Before Sign
Recipient can review the generated document before signing it.
Signature Placement
Define where the signature should appear inside the PDF template.
Email Settings
Set signature email subject and email message from settings.
Status Monitoring
Track whether documents are waiting, reviewed or signed.
CRM Document Storage
Signed PDF documents are stored back in the Vtiger CRM system.
PDF Signature setup overview
PDF Signature depends on PDF Maker. Before sending documents for signature, you need a PDF Maker template with a prepared signature field. This determines where the electronic signature will be placed in the final PDF document.
How the signature area is prepared
A PDF Maker template must contain a visible signature field. This field defines where the signature will be placed inside the generated PDF document.
- Open the required PDF Maker template
- Place the PDF Signature marker in the required document position
- Adjust the size and position of the signature field
- Save the template and use it when sending documents for signature
View 1 shows the PDF Maker template setup where the PDF Signature field is inserted into the document.
Click the screenshot to open the full size image.
View 2 shows how the prepared signature area appears in the generated PDF document before it is signed.
Click the screenshot to open the full size image.
PDF Maker is required
PDF Signature extends the document workflow created by PDF Maker for Vtiger CRM. Without PDF Maker, the document template and signature placement cannot be prepared.
Send the generated PDF document to a recipient
Once your PDF Maker template is ready, users can send documents for signature from a Vtiger CRM record. The process creates a signature request and sends an email to the selected recipient.
- Open the record in Vtiger CRM where the document should be generated.
- Open the More menu and select Send to Signature.
- Select language and template options. If you use more than one PDF Maker template, choose which PDF document should be sent.
- Click Continue to select email recipient and add additional recipients if needed.
- Review the prepared email subject and email message from PDF Signature settings.
- Click Send Email to send the signature request to the recipient.
The first screen shows the Send to Signature action from the Vtiger CRM record.
Click the screenshot to open the full size image.
The second screen shows the signature request email step before the document is sent.
Click the screenshot to open the full size image.
After the email is sent, the recipient receives a link to review the document and sign it online.
Recipient reviews the document and signs online
The recipient receives an email with a Review Document button. After opening the document, the recipient can check the PDF content and sign it online.
- The recipient clicks Review Document in the signature email
- The document opens in the online signing view
- The recipient reviews the PDF content before signing
- The recipient signs the document and saves the signed PDF
- The signed document can be sent back and stored in CRM
The recipient receives a signature email with a button to review and sign the document.
The signing process is shown in this animation. The user reviews the document and places the signature into the prepared signature area.
More options for signed document management
PDF Signature does more than sending one document for signature. It also helps you sign documents directly in CRM, send signed documents back, monitor signature status and configure the signature email process.
Sign documents directly in Vtiger CRM
Users can sign documents directly from the CRM record. This is useful when a document is reviewed internally or signed while working inside Vtiger CRM.
- Open a CRM record with a prepared PDF Maker template
- Select the sign document action
- Sign the PDF and save the signed document into CRM
Send a signed document back to the sender
After signing, the signed PDF can be saved and sent back to the sender. This keeps the whole signature process clear for both the CRM user and the recipient.
- Signed document is generated after the signature is completed
- The recipient can send the signed document back
- The signed PDF can be assigned to the relevant CRM record
Monitor the status of signed documents
You can monitor the status of documents sent for signature directly in Vtiger CRM. This helps users see which documents are still waiting and which documents were already signed.
- Check signature status in the Signature module
- Track related documents from the CRM record
- Open the signed PDF document from Vtiger CRM
Set Email Subject and Email Message via settings
You can define the signature request email subject and email message in PDF Signature settings. This helps keep the email text consistent for documents sent for signature.
- Prepare default email subject
- Prepare default email message
- Use consistent communication for signature requests
Signature Acceptance feature
Signature Acceptance is an additional PDF Signature workflow where one person signs the document and another person accepts the signature. This is useful for approval processes where a signed document needs an additional acceptance step.
- Send documents that need both signature and acceptance
- Recipient signs the document first
- Selected user accepts the signature after review
- Acceptance signature can be inserted into the PDF Maker template
Available from the Mini Package
PDF Signature is available from the Mini Package and is also included in higher Vtiger extension packages. You can buy PDF Signature as a single Vtiger CRM extension or choose a package if you need PDF Maker, document automation and more productivity tools for your CRM.
Check PDF Maker availability too
Because PDF Signature requires PDF Maker, make sure your package or single license also covers PDF Maker for Vtiger CRM.
PDF Signature FAQ
Short answers for Vtiger CRM users comparing electronic signature options, PDF Maker requirements and package availability.
What is PDF Signature for Vtiger CRM?
PDF Signature is a Vtiger CRM extension that allows users to send PDF documents for electronic signature and store signed documents back in CRM.
Does PDF Signature require PDF Maker?
Yes. PDF Signature requires PDF Maker, because the document template and signature field are prepared in PDF Maker.
Which Vtiger versions are supported?
PDF Signature is prepared for Vtiger CRM 7.x and Vtiger CRM 8.x. For older installations, check compatibility before purchase.
Can recipients sign documents outside CRM?
Yes. The recipient receives an email with a link to review and sign the document online. The recipient does not need to work inside Vtiger CRM.
Can users sign documents directly in Vtiger CRM?
Yes. PDF Signature also supports signing documents directly inside Vtiger CRM from the record actions.
Can I define where the signature appears?
Yes. The signature field position and size are defined in the PDF Maker template before the document is sent for signature.
Can I customize the signature email?
Yes. PDF Signature settings allow you to configure the email subject and email message used when sending the document for signature.
Can I monitor document signing status?
Yes. Users can monitor the status of documents sent for signature in Vtiger CRM and open signed documents after completion.
What is Signature Acceptance?
Signature Acceptance is an additional process where a document can be signed and then accepted by another user. The detailed guide is available in the Acceptance Signature manual.
Is PDF Signature included in packages?
Yes. PDF Signature is available from the Mini Package and is included in Extended and All Access packages.
Have questions or need assistance?
Not sure how to prepare the PDF Maker template, place the signature field, send a signature request or configure the signature email text? Contact us and we will help you choose the right setup.
- Help with PDF Signature setup
- Advice for PDF Maker template preparation
- Support for signature email settings
- Guidance for Signature Acceptance workflow
Start using PDF Signature for Vtiger CRM
Send documents for electronic signature, let recipients review and sign PDFs online, and keep signed documents connected to your Vtiger CRM records.
Explore all Vtiger extensions
Combine PDF Signature with other Vtiger CRM extensions for PDF generation, email templates, reporting, automation, AI assistance and better CRM productivity.