Discover what an Electronic Signature is and how to validate documents securely

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If the process of closing a contract in your company is giving you more headaches than reasons to celebrate a new achievement, this article is for you.

In this quick guide, you will understand the definitions, regulations and benefits involved with implementing electronic signatures in companies. If you are a Bitrix24 user, you will also learn how our customers are accelerating their sales closing processes with Br24's eSignature integration.

Electronic signature vs. digital signature: what's the difference?
First of all, you need to know how to validate a document by signature. You are already familiar with the traditional signature, where someone writes their name or initials on the paper.

Electronic signature refers to any method of signature performed electronically and includes several methods: reproduction of the signature image, login-password, token, biometrics, digital signature, etc.

In Brazil, the arrival of the pandemic led to significant progress on this topic with Law 14,063/20 , which organized electronic signatures into:

Simple electronic signature – which identifies the signatories
Advanced electronic signature – which uses a certification method, but is not issued by the Brazilian Public Key Infrastructure (ICP-Brasil).
Qualified electronic signature – which uses a digital certificate issued by a Certification tunisia telemarketing data Authority accredited by ICP-Brasil.
Thus, the digital signature covers the last two modalities because they are those electronic signatures that are protected and verified by digital certification . It proves identity on the internet, through encryption systems, and can be recognized by a government agency or not.

Benefits of electronic signature for companies
Although it is only a brief stage of the negotiation, using an electronic signature promotes operational , financial and strategic gains for the company. Check out how:

Agility – faster distribution of documents;
Economy – electronic distribution avoids printing and logistics costs – essential during the pandemic and for companies with international contracts;
Security – the process is protected against intrusions and fraud;
Easy access to information – with all digital information, it is easier to retrieve data history and
Process improvement – ​​digitizing the subscription process can facilitate the handover between the sales, finance and customer service sectors, optimizing team productivity.
To further optimize, these advantages can be combined with automation in the sales process . Learn more about how creating an electronic signature can improve your company's performance:

How to optimize the business process with electronic signature integration
All about the legal validity of electronic signatures
As we have seen, there are three methods of electronic signature. According to Provisional Measure 2,200/2001-2 , all of them are recognized by law, as long as the signatories acknowledge it. Therefore, the electronic signature has legal validity .

However, using an advanced signature (most commonly used by companies) or a qualified signature (generally used in government processes) is the best method to avoid fraud and changes to documents after signing. This is because they are protected by encryption and become invalid if any changes are made.

In this sense, when looking for a digital signature solution for your company, it is recommended to opt for signature services such as Clicksign , D4Sign or DocuSign . These companies specialize in creating anti-fraud technology solutions that can be integrated with the main CRMs on the market.

Automate document signing
Now that you understand the basics to start using electronic signatures in your company, let's get to the point: how to optimize processes when closing contracts .

Bitrix24 users have the option to purchase eSignature integration, which connects leading eSignature services to Bitrix24 CRM . After setting up the integration, you need to define automation rules . At this stage, you can set automations for:

automatically send the document to all signatories after the sale is closed;
identify and notify the completion of signatures and
After signing, advance the negotiation in the sales funnel.
In addition to the agility in concluding the contract, all departments involved are aligned, facilitating the monitoring of the sale and the start of the provision of the negotiated service/product.

Bitrix24 users have 14 days to test all the benefits of eSignature, free of charge. Check out all the details of eSignature and request your free trial.