Feature update: APIs for CRM integration

🙏 Thank You 🙏
Ben Gower

At Roger, we’re constantly working to enhance the integration of our eSignature platform with your everyday tools. Today, we’re excited to announce new eSignature API features designed to seamlessly connect Roger with your favorite CRM systems. These updates provide solutions for two common use cases that can save you time and improve your workflow efficiency:

• Drafting Contracts Using CRM Data

• Keeping Your CRM Updated After Contracts are Signed

Draft Contracts Using CRM Data

Roger’s latest Send Contract URL Parameters feature makes it easier than ever to create contracts using data directly from your CRM. With this update, you can automate the contract creation process, saving time and reducing the potential for human error. By linking your CRM to Roger’s Send Contract Page, you can prepopulate contract terms, autofill form questions, and automatically include customer contact details, all without needing to manually input this data.

Key Benefits of Drafting Contracts Using CRM Data:

• Faster Contract Creation: Streamline your contract drafting process by pulling data directly from your CRM. This helps you draft contracts faster and with more accuracy.

• Consistency and Accuracy: Eliminate the risk of errors that can occur from manual data entry by leveraging the data already stored in your CRM.

• Customizable Templates: Roger’s integration with CRM systems ensures that you can customize contract templates based on CRM data, making each contract unique to the customer’s needs.

The ability to pull customer-specific data into your contracts not only saves time but also increases productivity by reducing manual data entry. For detailed guidance on how to implement Send Contract URL Parameters, head over to the Drafting a Contract section in Roger’s API documentation.

Sync Your CRM When Contracts Are Signed

Roger now makes it easier to keep your CRM up to date automatically when contracts are signed. With our new Webhooks feature, you can receive real-time updates whenever a contract is signed. This functionality allows Roger to send HTTP POST requests to your CRM or third-party applications, ensuring that leads, opportunities, and contract statuses are automatically updated in your CRM system.

Key Benefits of Syncing Your CRM with Signed Contracts:

• Effortless Data Synchronization: Automatically update customer records and contract statuses without the need for manual input.

• Stay Current in Real-Time: Keep your CRM updated with the latest contract information, ensuring you never miss an important detail or opportunity.

• Increased Efficiency: With no manual syncing required, your team can focus on higher-priority tasks instead of maintaining data accuracy in the CRM.

Webhooks eliminate the manual work of updating contract statuses, ensuring that your CRM always reflects the latest developments in your business. To get started, check out the Webhooks section in Roger’s API documentation for step-by-step instructions on setting up this functionality.

What’s Coming Next?

We’re always innovating at Roger, and these new eSignature API features are just the beginning. We’re excited to see how our customers and developer community use these new capabilities to enhance workflows and integrate Roger with other tools and systems.

Stay tuned for even more API features and updates coming soon! Whether you’re looking to streamline contract creation, improve CRM integrations, or automate your workflows, Roger is here to help make contract management easier and more efficient.

What’s Next?

We’re excited to see what innovative integrations and applications our customer and developer community will create with our new eSignature API features. Stay tuned for additional updates coming soon!

As always, feel free to reach out with feedback, comments, or questions:

• Leave us a note in the Roger dashboard

• Email us at team@thanksroger.com