Zoho Sign's integration with Zendesk Sell is a game-changer for sales teams. Effortlessly send important documents for signatures, and track their status in real time within the Zendesk Sell interface. This integration automates sales paperwork, freeing up valuable time for crucial tasks like providing product demos, refining sales strategies, closely monitoring the progress of each lead, and following up where necessary.
Popular use cases
Sales
- Invoices
- Quotes
- Purchase orders
- Sales orders
- Sales contracts
Marketing
- Marketing proposals
- Marketing agreements
- Marketing requirement documents
- Social media policy
- Non-disclosure agreements
Service
- Service-level agreements
- Service contracts
- Maintenance agreements
- Confidentiality agreements
- Compliance documents
Key benefits
- Send and track documents within the Zendesk Sell interface, eliminating the need to switch platforms or between apps.
- Automate paperwork processes with simple e-sign and approval workflows.
- Achieve faster document turnaround times, even across borders.
- Improve sales efficiency and enhance the overall customer experience.
How does this integration work?
Installing Zoho Sign from Marketplace
Install the Zoho Sign extension by searching for Zoho Sign for Sell by OApps in the Zendesk Marketplace.
Authorizing
Access the extension in your Zendesk Sell dashboard. Enable and authorize Zendesk and Zoho Sign to integrate the apps and complete the installation.
Sending document for signatures
Select the desired contact, choose if you wish to send a custom document or a template for a signature, and select the file.
You will be redirected to the Zoho Sign page. Configure additional settings if needed, insert any required document fields, and send the file out for signature.
You can track the file's status in two ways: through the Zoho Sign extension on the selected contact's information page, or in Zoho Sign's document details page.
Installing Zoho Sign from Marketplace
Install the Zoho Sign extension by searching for Zoho Sign for Sell by OApps in the Zendesk Marketplace.
Authorizing
Access the extension in your Zendesk Sell dashboard. Enable and authorize Zendesk and Zoho Sign to integrate the apps and complete the installation.
Sending document for signatures
Select the desired contact, choose if you wish to send a custom document or a template for a signature, and select the file.
You will be redirected to the Zoho Sign page. Configure additional settings if needed, insert any required document fields, and send the file out for signature.
You can track the file's status in two ways: through the Zoho Sign extension on the selected contact's information page, or in Zoho Sign's document details page.