Customer service plays an integral role in building lasting customer relationships. But when done manually, it can be taxing, inefficient, and hard to track. This is especially true when time-sensitive tickets fall through the cracks. Digitizing customer service with an online customer service desk like Zoho Desk can streamline communication and boost response times.
Still, even with digital tools in place, traditional paperwork can cause roadblocks. Many customer service interactions involve documents that need signatures, such as non-disclosure agreements, partnership agreements, self-service requests, field service confirmations, and term changes. Customers may have to manually download, sign, and return physical copies—all of which can create friction.
Zoho Sign's extension for Zoho Desk removes these hurdles by enabling signature collection right within the platform. This creates a smooth, uninterrupted workflow, reduces turnaround time, and results in happier customers.
Challenges in traditional customer service paperwork
Traditional methods involve constant manual intervention, workflow gaps, scattered documents, slow turnaround time, tracking issues, and application switching.
Zoho Sign's extension for Zoho Desk helps users sign documents digitally, automate signature collection, and create legally binding business documents directly from the Zoho Desk interface to enhance the customer service experience.
How can this extension for Zoho Desk solve these challenges?
Easy installation, affordable switch: The extension's widget is easy to install from the Zoho Desk marketplace. Zoho Sign offers a free-plan and a 14-day trial so users can explore its value.
Send for signatures from Zoho Desk: Users can self-sign or send documents for signature right from the Zoho Desk interface. For instance, if a customer attaches a document to a support email, it can be signed or routed to multiple recipients for signature without leaving the ticket.
Reducing manual intervention: Manual paperwork involves sharing documents for collaboration, tracking progress at every step to prevent tampering, and storing final copies securely. Without paperwork automation, even digitized customer service processes can be slowed down by manual tasks, which increases the workload and risk of error. The extension enables automated e-signature workflows, eliminating the need for manual intervention reducing mistakes.
Eliminating workflow gaps: Without an integrated digital signature tool, users have to switch between applications, and this interrupts their workflow. With this extension, users can send documents for signature from the customer service interface for a seamless, uninterrupted signature workflow.
Tracking made easy: Apart from signing, Zoho Sign's extension also allows users to track document progress from within the interface—all information is right there in the ticket. Zoho Sign even generates relevant comments for context.
If you are a digital-first business owner looking to optimize customer service, look no further. Give Zoho Sign's extension for Zoho Desk a try and streamline your workflow with legally binding digital signatures.
Check out our webinar, Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk, for an overview of both apps, a live demo of the installation process, and a use case that demonstrates the extension's business value.
Learn more about how to install and use this extension in our help document. If you have any questions or feedback, reach out to us at support@zohosign.com or connect with us through the comment section below. Happy signing!
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