CRM (Customer Relationship Management)

DM2 Partners with DocuSign to offer eSignature and On-demand Forms Solutions

DM2 + DocuSign Std. Logo

DM2 Partners with DocuSign to offer eSignature and On-demand Forms Solutions

DocuSign® apps help petroleum marketers get approvals and agreements completed in hours, not days


VANCOUVER, WA, August 21, 2017 — DM2 Software, Inc., a leading provider of software solutions for petroleum marketers, is pleased to announce it has partnered with DocuSign to provide an integrated e-signature and on-demand form solution. By integrating DocuSign eSignatures and PowerForms applications with DM2’s Petroleum Insights CRM system, marketers can quickly and securely upload and send Microsoft Word, PDF, or other common document formats from their CRM document library for business partners, customers, employees, prospects, etc. to sign and store in CRM. DocuSign eSignatures assists by sending reminders and giving marketers the ability to check signing status at any time.  DocuSign’s PowerForms application goes one step further to eliminate paperwork and document preparation time by creating on-demand, self-service eforms and documents for signature.  DM2’s interface eliminates the time required to manually upload and export documents as well as data to and from Petroleum Insights CRM.


“We’re excited to partner with DocuSign to provide marketers with an eSignature and on-demand forms solution that’s fully-integrated with their CRM systems”, said Colin Chambers, DM2’s Director of CRM Solutions. “Capturing signatures for sales orders and agreements is one obvious use but many of our customers use Petroleum Insights CRM for much more than just traditional sale force automation. Using these DocuSign applications in conjunction with Petroleum Insights CRM’s workflow automation to reduce one of our customer’s credit application approval time was what originally drove this project.”


With DocuSign eSignature and PowerForm applications, DM2 customers can now spend more time selling and servicing customers by eliminating the time associated with generating, distributing, following up on and waiting for credit applications, sales order forms, NDA, releases, waivers, etc.



About DocuSign, Inc.

DocuSign® is changing how business gets done by empowering anyone to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence. For more information, visit, call +1-877-720-2040, or follow us on Twitter, LinkedIn and Facebook.

What’s New In Sage CRM v7.3?

What’s New In Sage CRM v7.3?Sage CRM Circle

Updated: November 14, 2015

New Sage CRM v7.3 ‘Contemporary’ Interface

Contemporary Interface


Server-Side Mobile App for iPhone/Android

Sage CRM Android v7.3

The iPhone/Android server-side mobile app is significantly improved for Sage CRM v7.3.
Log the results of a meeting from the field
Access ALL of your business contact information from the CRM system
View your schedule & appointments, set reminders on your phone from the field
Create new Leads, Contacts, Companies on your iPhone or Android, which updates the Sage CRM system in real-time
View, create and manage Opportunities and Cases with your smart phone
View CRM reports and saved lists, such as lists of your accounts and your opportunities

 Sage 100 Location Management Extended to CRM

New functions have been added to Sage CRM Addresses which are now fully integrated with Sage 100 Locations:
The new CRM Address Account Manager field is synchronized with Sage 100 Location Sales Rep
Optional CRM Address territory security
Manage CRM Opportunities, Cases and Communications by CRM Address

Sage CRM V7.3 Locations Screen 1

The CRM Address screen displays Opportunities, Cases and Communications for the current CRM Address

Sage CRM V7.3 Locations Screen 2

A new Address lookup is added. May search CRM Addresses by Address Name, Address Code or CRM Address Account Manager
Now possible to search Opportunities, Cases and Communications by CRM Address Name or Code, or by CRM Address Account Manager
New “Recent Address” submenu is added
A new My CRM > Locations interface is added similar to My CRM > Opportunities

Sage CRM V7.3 Locations Screen 3

DM2 Pricing Now Available in CRM Order Entry

Full DM2 Pricing is now available in CRM quote and order entry, via desktop, iPad and/or Microsoft Surface:
DM2 prices calculated in CRM for quotes or orders prior to promoting to Sage 100 (includes – Type 0 Pricing, Type 1, Type 2, Type 9, Contract, Family Pricing, Rebate, STD Cost %, STD Cost Amt, STD Price %, STD Cost Amt, Fuel Tax Excempt)
DM2 Pricing

Streamlined Screens for Tablets

MS Surface with Sage CRMCRM company screen now fits into a single iPad/Surface screen without scrolling

Sage CRM V7.3 Tablet Screen

My CRM > Opportunities > Gallons/GP

Gallons, Weighted Gallons, Ave Gallons and Weighted Ave. Gallons have been added to the My CRM > Opportunities list and “Statistics for All Stages” report box. This report displays for whatever list of opportunities are selected in this screen.

MY CRM Gallons View

CRM Cases – Basic setup included with Sage CRM version upgrade

DM2 clients report hundreds of thousands of dollars saved by preventing lost business, due to greatly improved customer service, satisfaction and retention from using Sage CRM Cases.
Case Problem Types:
1. Billing Questions
2. Complaints
3. Collections
4. Equipment Installation
5. Incorrect Product Delivered
6. Oil Spill
7. Leak Test
8. Resolve Pricing Errors
9. RMA – Return
10. Services Request

Basic Case Set-up

Sage's What's New in Sage CRM v7.3 Data Sheet




Human Resources Management & Payroll Services;
Real-time Business Alerts & Workflow Management;
Core Financials;
Fixed Assets Depreciation Tracking & Management;
CRM (Customer Relationship Management);