How do I sign directly from SAP, ERP, CRM or a DMS?

Signatures can be embedded in business applications in two ways: through a ready-made connector for common workflow systems, or through an API integration into your existing application. In both cases users stay in the interface they already know.

The signing solution runs in the background and returns the signed document to the system of record. That is where the real efficiency lever sits: a separate signing portal introduces a new media break — export, upload, sign, download, re-file — and consumes much of the time electronic signing was meant to save.

Here's how integration into a business application works:

• Triggered in the business process: Signing starts from the existing record — the purchase order, the quotation or the personnel file.
• Handover to the signing service: Document or hash value is passed in the background, along with metadata such as signature level and signatory group.
• Signing by the parties: Signatories receive the request by link, app or directly in the application and sign with the appropriate method.
• Status callbacks: Progress is reported back to the business system continuously, keeping the process status visible where the work happens.
• Automatic filing: The signed document is filed automatically against the correct record, with no manual upload or download.
• Logging in the system of record: The signature evidence is documented in the leading system and available for audits.

The usual integration points:

• ERP and procurement: Purchase orders, framework agreements and approvals with clearly governed signing authority.
• CRM and sales: Quotations and contract closing with customers, often with a qualified signature on the counterparty side.
• HR systems: Employment contracts, agreements and certificates — observing the exclusions that apply to terminations.
• DMS and core banking: Case files, account opening and application journeys with high KYC and compliance requirements.

primesign ENTERPRISE ships with off-the-shelf integrations for common workflow systems across core banking, ERP, CRM and HRMS. Custom applications are connected through the signing APIs, and primesign is also already available as a signing service inside applications such as Adobe Acrobat Sign and Fabasoft.