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Integration

Send SignEasy E-Signature Requests From Your CRM Deals

Send SignEasy e-signature requests from HelloGrowthCRM. Track signing, store signed docs, and close deals faster. Rs 899/user/month.

Quick answer

Is SignEasy legally valid for contracts in India?

Yes. SignEasy signatures are legally binding under the Information Technology Act, 2000. For contracts requiring stronger identity verification, SignEasy Aadhaar eSign provides Aadhaar-based digital signatures that meet the higher evidentiary standard for property, financial, and regulated agreements.
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What you get

SignEasy is a popular e-signature platform in India, trusted by thousands of SMBs and enterprises for legally binding digital signatures. The HelloGrowthCRM SignEasy integration brings e-signature workflows directly into the sales pipeline — no switching tabs to send a signature request.

From any HelloGrowthCRM deal, sales reps can send a SignEasy envelope, track signing status, and store the signed document against the deal record. When the last signature is collected, the deal advances automatically and a handoff sequence begins — all without leaving the CRM.

SignEasy is built for India — it supports Aadhaar eSign for legally compliant digital signatures under the Information Technology Act. For contracts, service agreements, and property documents requiring Aadhaar-based identity verification, the integration handles the entire flow from CRM deal to signed document.

For field sales teams with limited connectivity, SignEasy's offline signing capability allows documents to be prepared and signed on mobile devices. HelloGrowthCRM syncs the signed documents back to the deal record when connectivity is restored.

Small businesses switching from paper signatures to digital benefit most. The combination of HelloGrowthCRM and SignEasy moves the entire sales-to-signature cycle into one connected workflow — proposal generated in CRM, sent via SignEasy, signed on any device, stored back in CRM.

SOC 2 Type II. NASSCOM Member. GCCI Member. Rs 899/user/month.

Automation workflows

Automation workflows you can build with SignEasy and HelloGrowthCRM

One-tap agreements from the deal

Send the engagement letter or order form from the CRM record with recipient details pre-filled. SignEasy's mobile-friendly signing means field customers sign on their phone while the conversation is still warm.

Auto-file executed documents

Completed documents attach back to the deal automatically, so the signed copy lives with the relationship. Audits, renewals, and disputes start from the record instead of a shared-drive search.

Close the deal on completion

Signature completion can advance the deal stage and trigger kickoff or invoicing tasks — the administrative gap between 'they signed' and 'we started' disappears.

Remind before the offer lapses

Pair document expiry with CRM reminders: if the quote's signature window is closing, the owner gets a task to call. Urgency works better as a friendly heads-up than as a lapsed link.

In practice

How small businesses use SignEasy with a CRM

CA firm onboarding clients

Engagement letters send from the deal and come back signed the same day — often from the client's phone. The firm's onboarding checklist starts automatically, and the signed letter is on the record when the first filing question arises.

Field sales signing on site

A packaging distributor's reps close orders at the customer's premises; the order form arrives by email mid-visit and is signed before the rep leaves the parking lot. The deal is won in the CRM before the drive back.

Rental agency executing agreements

Lease agreements route to tenant and landlord in order, and the completed document lands on the account. Move-in tasks fire on completion, keeping the handover date honest.

Setup guide

How to connect — step by step

Takes about 10–15 minutes. No coding required.

Setup at a glance

  • Connect SignEasy
  • Upload document templates
  • Map signers to CRM contacts
  • Enable Aadhaar eSign (optional)
  • Configure post-signing actions
  1. 1

    Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.

    HelloGrowthCRM login screen: Sign in with Google, email and password fields, Remember me, and Sign up link

    Open login page(opens in a new tab)app.hellogrowthcrm.com/login

  2. 2

    Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).

    HelloGrowthCRM Settings: Admin sidebar with Settings selected, secondary menu with Communication and Integrations, and profile area

    Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings

  3. 3

    Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.

    HelloGrowthCRM Settings menu highlighting COMMUNICATION and Integrations next to the Admin Settings sidebar

    Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings

  4. 4

    Connect SignEasy

    In HelloGrowthCRM Settings → Integrations → Documents, click Connect SignEasy. Authenticate with your SignEasy account credentials.

  5. 5

    Upload document templates

    Upload your frequently used document templates to SignEasy — NDAs, sales agreements, service contracts, offer letters. Tag each template by type for easy selection from CRM.

  6. 6

    Map signers to CRM contacts

    Configure signer roles in templates — Customer, Witness, Sales Rep. HelloGrowthCRM maps these roles to the deal contacts automatically when sending.

  7. 7

    Enable Aadhaar eSign (optional)

    For documents requiring Aadhaar-based identity verification, enable Aadhaar eSign in SignEasy settings. The signer authenticates via Aadhaar OTP during signing.

  8. 8

    Configure post-signing actions

    Set automation: on document fully signed → advance deal stage, store signed PDF on deal record, send WhatsApp confirmation to customer with document copy.

Need help with setup? Book a 15-minute onboarding call — our team will connect it live with you.
FAQ

Frequently asked questions

Is SignEasy legally valid for contracts in India?
Yes. SignEasy signatures are legally binding under the Information Technology Act, 2000. For contracts requiring stronger identity verification, SignEasy Aadhaar eSign provides Aadhaar-based digital signatures that meet the higher evidentiary standard for property, financial, and regulated agreements.
Can I send a SignEasy request from a HelloGrowthCRM deal?
Yes. From any deal record, click Send for eSignature, select a SignEasy template, confirm the signers from the deal contacts, and send. The signer receives an email or WhatsApp with the signing link. Signing status updates in the CRM in real time.
Does SignEasy support Aadhaar eSign?
Yes. SignEasy supports Aadhaar-based eSign for documents requiring higher identity verification. The signer authenticates using their Aadhaar OTP during the signing process. This is suitable for property transactions, financial agreements, and regulated contracts.
What happens to the signed document?
When all signers complete the document, SignEasy sends the signed PDF to HelloGrowthCRM. It is stored on the deal record with a timestamp and signer details. A copy is emailed to all signers automatically. The deal stage advances per your configured automation.
Is the SignEasy integration included in the standard plan?
Yes. The SignEasy integration is included in HelloGrowthCRM paid plans from Rs 899/user/month. SignEasy plan costs apply separately.
Why SignEasy over DocuSign?
SignEasy is typically simpler and more affordable for small-business volumes, with strong mobile signing and India-friendly pricing; DocuSign offers deeper enterprise workflow features. HelloGrowthCRM integrates with both, so choose on price and features, not CRM fit.
Are signatures legally valid?
SignEasy supports electronic signatures recognised under Indian IT Act provisions and equivalent laws elsewhere (eIDAS, ESIGN). Validity depends on document type and jurisdiction — SignEasy's compliance pages cover the specifics for regulated documents.

Want help evaluating the next step?

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