Digitally sign your sales documents with the Zoho Sign extension for Zoho CRM

Over 150,000 fast-growing businesses across the globe rely on Zoho CRM to streamline their sales processes and grow their revenue. With so many people working from home due to COVID-19, sales teams are more reliant than usual on the right set of tools to close deals effectively. That is exactly where tighter integration within our Zoho ecosystem and seamless automated workflows can benefit businesses.

Since a typical sales cycle involves a pile of signed paperwork—including sales agreements, purchase orders, invoices, and more—getting these documents manually signed with pen and paper is cumbersome, time-consuming, and increases the overall waiting period. Sales teams also need additional devices such as printers and scanners, which may not be easily accessible in today’s remote work environment.

Now is the perfect time to say hello to digital signatures. With the Zoho Sign extension for Zoho CRM, companies can automate the signature collection, cut operational costs, and reduce the turnaround time, which means closing deals faster than ever before.

Let’s look at why this extension is the ideal digital signature solution.

Easy installation

  • You can install the extension directly from our Zoho Marketplace or from your Zoho CRM account
  • Once installed, the extension will be available in over a dozen modules, including leads, accounts, contacts, deals, quotes, invoices, and many more

Intuitive usage

  • Easily send soft copies of your sales documents such as sales orders, quotes, and more for digital signatures directly to customer inboxes from Zoho CRM

You can also track the document status in real-time and view detailed audit trails around the signing process

Automatic archiving

  • All documents signed with the Zoho Sign extension will be saved in Zoho CRM for quick reference

Key differentiators

  • You can use your existing mail merge, CRM, and Zoho Sign templates for fast document sending

  • Quickly add fields using text tags

  • Automate singing workflows using the Deluge runtime environment

How can you get started?

The Zoho Sign extension for Zoho CRM is available now, and we offer comprehensive help documentation to configure this in your setup.

We also have a free webinar session covering this extension coming up on August 27, 2020. You can register for the session here.

If you are currently not a Zoho Sign user, you can head over to zoho.com/sign and sign up for a free 14-day Enterprise trial. If you have any feedback or questions, feel free to write to us at support(at)zohosign(dot)com or leave a comment below.

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