How to integrate XolidoSign into your CRM, ERP or management software to streamline processes and secure your documents

In an increasingly digital business environment, automating processes and ensuring the legal validity of documents has become a priority. In this context, XolidoSign, an advanced electronic signature solution, certified electronic communications, third party transactions, secure document access and notifications emerges as a strategic ally for integration into platforms such as CRM, ERP, payroll programs, accounting or budgeting..

Integra la Firma Electrónica XolidoSign en tus aplicaciones

Which XolidoSign solutions allow the integration via SOAP API?

XolidoSign Corporte

XolidoSign Corporate is an electronic signature solution with certificate, biometric handwritten signature, certified sending and secure access to documents and transactions with third parties with certified electronic communications that allows you to automate your procedures, validate the integrity of your documents, ensure their traceability and comply with the most demanding legal standards (such as the eIDAS regulation). It also offers a powerful API for integration into different business environments.

XolidoSign Gateway

XolidoSign Gateway is an online signature gateway for integration into your applications and systems. Replace the implementation of costly and time-consuming electronic signature processes with our easy and fast integration signature gateway.

Why integrate XolidoSign in your management systems?

XolidoSign integration goes beyond simply signing a document digitally. It is about automating the document lifecycle, from its creation to its final archiving, ensuring legal security and operational efficiency.

  1. Document automation
    • Generate, send and sign documents without leaving the system.
    • Reduces waiting times and eliminates unnecessary manual steps.
  1. Legal compliance
    • Advanced or qualified electronic signature with legal validity (according to eIDAS regulation).
    • Guarantees document integrity and authenticity.
  2. Security
    • Digital certificates, multi-factor authentication and end-to-end encryption.
    • Access Control: Increased security in the management of confidential documents.
  3. Cost reduction
    • Reduced use of paper, printing, scanning and physical archiving.
    • Reduced human error and improved productivity.
  4. Improved customer or employee experience
    • Ease of use for employees, customers and suppliers.
    • Allows signing documents from anywhere and on any device (mobile, tablet or PC), without the need for travel or printers.
    • Projects an image of a modern and technology-oriented company.

Use cases by type of system

CRM (Customer Management)

  • Signing of contracts, authorizations for the instant processing of personal data, consent forms, confidentiality agreements (NDA).
  • Automation in onboarding and customer service campaigns.

ERP (Enterprise Resource Planning)

  • Approval of orders, purchase orders, supplier agreements.
  • Management of legal documentation between departments, project management.

Payroll and HR.

  • Signing of labor contracts, payroll, agreements, severance agreements, internal and communication policies that require acknowledgement of receipt or signature. (Codes of conduct, confidentiality agreements for employees, etc.).
  • Reduction of the personnel incorporation cycle.

Accounting and Finance

  • Invoice validation, payment approval, internal audits, financial reporting, etc.
  • Increased document traceability for tax and accounting purposes.

Budgets and Projects

  • Signing of budgets by clients or area managers.
  • Agility in the approval of project phases.

How is XolidoSign integrated?

Thanks to its SOAP API, XolidoSign can be easily connected to any application. Detailed technical documentation and professional support.

Conclusion

Integrating XolidoSign in your management tools not only speeds up processes, but also improves the experience of employees and customers, strengthens security and meets all legal requirements.